Introduction
This guide will show you how to configure custom fields for projects in Easy8. Custom fields allow you to collect and display specific data that is not part of the default project structure. By following these steps, you can tailor your projects to better match your organization's needs.
Target Audience
- Administrators
- Project Managers
Prerequisites
Before starting, ensure you have:
- Administrator access or permission to manage custom fields.
- An understanding of what information you want to capture with custom fields.
How to Configure Project Custom Fields
Step 1: Open the Custom Fields Administration
- Navigate to Administration > Custom Fields.
Step 2: Create a New Custom Field
- Click New Custom Field button top right.
- Select the Projects entity from the available list and click the Next button.
Step 3: Define the Field Parameters
- Enter the Name of the custom field (e.g., Client Name, Department).
- Choose the Field Format (e.g., text, list, date, number, checkbox).
- Set additional options:
- Description - Explains the field purpose.
- Visible – Determines if the field is shown to users.
- Special Visibility - Limit the visibility to groups, user types, or individual users.
- Required and other – Next to the Save button you can specify whether the field is required, searchable, and more.
Step 4: Save the Field
- Click Save to add the custom field.
- The field will now be visible on project forms based on the defined conditions.
Troubleshooting
- If the custom field does not appear, check the project type or user role visibility settings.
- Some fields may require specific permissions to be visible or editable.
Conclusion
You have successfully configured a custom field for projects in Easy8. Custom fields help you store and manage project-specific information more effectively, improving data tracking and reporting.
