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Default Types of Custom Fields

Introduction

This reference covers the available default types of custom fields in Easy8. Each field type serves a different purpose and can be used to store various forms of data such as text, numbers, lists, or system-linked entities.

Target Audience

  • Administrator

Definition of Default Custom Field Types

Name Type Description
Address Google Map Adds an address input with a link to Google Maps. Requires refresh for updates to take effect.
Amount Numeric + Unit Allows entry of numeric value with unit, useful for calculations.
Autoincrement Sequential ID Auto-increases per new item. Can reset by project, tracker, or both.
Boolean Yes/No Offers dropdown, checkbox, or radio options. Special handling when required or added to existing records.
Choose country Dropdown Select a country from a predefined list.
Color Predefined List Choose a color (green, orange, red, none).
Custom table Linked Table Used in Asset & Configuration Management.
Date Date Allows date selection, useful for contracts, deadlines, etc.
Date and time Timestamp Allows input of exact time along with date. Editable only in edit view.
E-mail Text (Email) Accepts standard email format.
Float Decimal number Allows numbers with decimal places.
Integer Whole number Positive or negative integers only.
Key/value list Custom List List that updates values globally, affecting past and future entries.
Link URL Accepts hyperlinks (must include protocol).
List Custom List Static list. Does not affect existing entries when updated.
Long Text Rich Text Area Multi-line, formatted text area for longer content.
Lookup Dynamic Entity Pulls values directly from a selected system entity (e.g., Users).
Milestone Project Link Selects one or more milestones from the current project.
Percent Numeric (%) Accepts percentage with decimals. Can be edited inline or with a slider.
Text Short Text Up to 256 characters. For longer input, use Long Text.
User System User List Select user(s) from dropdown or checkboxes. Works only on project-linked entities.
Value tree Multi-Select Tree Hierarchical list allowing multiple selections.

Usage Notes

  • Use Key/value list instead of List when updates must affect existing records.
  • Lookup is preferred over User custom field for non-project-linked entities.
  • Boolean fields marked as "required" with a checkbox do not force user interaction.
  • Default values appear only after entities are updated post-field creation.
  • Always include protocol (e.g., https://) in Link fields for proper functionality.
  • Use Long Text responsibly; it is not intended for extensive documentation.

Examples

  • Use Percent to track task completion rates.
  • Use Autoincrement to create unique ticket IDs by project.
  • Use Milestone to tie a custom field directly to planning objectives.

Further Reading

  • Custom Fields in Administration (Explanation)
  • Creating and Managing Custom Fields (How-To)
  • Field Visibility and Permissions (Reference)

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