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Planview Customer Success Center

About custom fields

Custom fields are fields that are created by users to add entity data that is specific to your tenant. You can add custom fields of the following data types to entities:

  • Boolean
  • Date
  • Date/Time
  • Decimal
  • Integer
  • Text
  • Time

The field types include check box, multiselect, single select, and text box. You can also specify custom help text for custom fields.

Creating a custom field includes the following steps:

  1. Create the custom field, including the value options, if applicable.
  2. Adding the custom field to a fieldset.
  3. Adding the fieldset to a location (section) on an entity.

Creating a custom field

  1. Click the main menu icon, and then select Administer > Custom Fields.
  2. In the Custom Fields view, click Create Field.
  3. In the Create Custom Field view, complete the fields as required. For more information, see the the "Create Custom Field view options" section.
  4. If you are creating a single or multi-select field, you must add values for users to select. by clicking the Edit Options button:
    1. In the Edit Available Choices dialog, enter a display value and value for the field values.
    2. Click Add Choice.
    3. Repeat to add more field values.
    4. When you are finished, click Done Editing.
  5. To save the custom field, click Save (above the Name field).

Create Custom Field view options

Field names

Description

Name

Name of the field, which is displayed as the field label in the user interface.

Field ID

Identifier for the custom field.

Help

Text that is displayed on the user interface when the user points to the help icon beside the field in the user interface.

Notes

Notes about the custom field for admin users.

Data type

The type of data for the field:

boolean

text

decimal

integer

date

time

date/time

Display type

The format that the data is displayed in. The options that are available correspond to the selected data type:

check box

currency – values in a specific currency

drop-down

email – for email addresses

multi-select – for selecting multiple options

number – for numeric data

radio buttons – for mutually exclusive options

single select

text box

URL/link