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Manage Custom Fields

Manage Custom Fields (Projectplace Enterprise)

Custom fields allow Workspace administrators to create additional data fields for items in the workspace, such as Cards and Documents. This enables administrators to fine-tune Projectplace tools to fit their needs.

Workspace administrators can create custom fields through the Workspace Administration tool.

The following custom field types are available.

  • Text
  • Drop-down list
  • Time
  • Date
  • Multi-select

Each artifact can have up to 10 custom fields.

Create a Custom Field

To create a custom field:

Create a custom field mm.png

  1. Navigate to the Administration tool in the workspace.
  2. Click Custom fields from the list on the left side of the window.
  3. In the Custom fields section, select the artifact type.
  4. Click the Add a custom field icon Add Custom Field icon Image.png.
  5. Select the custom field type from the available list. If you have existing custom fields, you will see the Create from existing custom fields option included in the available list.

    Create a Customer Field 2.png

  6. In the window that appears, enter a Label and Hint for the new field.
  7. Click Save.

Users can reuse existing custom fields in more than one location. You can use the same custom fields in cards as you do with activities so there is no need manually recreate the custom fields you use in each instance.

Archiving a Custom Field

Workspace administrators can archive a custom field. When a custom field is archived, it will not be visible in the user interface, but all the data previously entered will be preserved. If a custom field is reactivated, the data associated with the custom field will become available.

  1. Navigate to the Administration tool in the workspace.
  2. Click Custom fields from the list on the left side of the window.
  3. Find the custom field you want to archive.
  4. Click Archive on the right side of the window.

    Archive a custom field 1 mm.png

  5. The custom field will be archived and moved to the Archived section when you click Archive in the next window that appears

    Archive a custom field 2 mm.png

Reactivate a Custom Field

You can reactivate an archived custom field.

  1. Navigate to the Administration tool in the workspace.
  2. Click Custom fields from the list on the left side of the window.
  3. Navigate to the Archived section and click the right arrow right arrow image.png to open the Archived Custom fields list
  4. Find the custom field that you want to reactivate.
  5. Click Reactivate on the right side of the window.

    Reactivate a custom field 1 sm 2.png

  6. A new widow appears. Click Reactivate and the custom field will be reactivated. Previously entered values will be preserved and made available.

    Reactivate a custom field 2 mm.png

Delete a Custom Field

  1. Navigate to the Administration tool in the workspace.
  2. Click Custom fields from the list on the left side of the window.
  3. Find the custom field that you want to delete.
  4. Click Delete on the right side of the window.
  5. A new window appears. Click Delete.

    Delete a Custom Field.png

 When you delete a custom field, any values entered from the deleted custom field will also be deleted.

 


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