Adding, Editing, Deleting Custom fields

Owned by Rashmi Likhite
Last updated: Sept 15, 2017

To add custom fields:

  1. Login with a user with administrator privileges and click on Administration option under the user profile.
  2. Under the Account Management section, click on Custom Fields.
  3. On the Custom Fields pop-up, click on Add.
  4. Select an appropriate type of custom field you want to create.
  5. In the new popup, 
    1. Name*: Name of your custom field.
    2. Requires financial privilege?: If your check this option, the data in the custom field will only be visible to users who have the 'View Financials' privilege.
    3. Required?: If your check this option, it is mandatory that you enter the value of the custom field against the entity it is attached to.
    4. Min Value, Max Value: This option is available for the custom fields of type: Numeric, Currency. This allows you to specify a minimum value and a maximum value range for a field.
    5. Show Total In Report?: If you check this option, the sum of the data in the custom fields is visible in a report.
    6. Default Value: This is the default value of the entity when created.
    7. Rollup Method: Selecting one of the option (Sum, Min, Max, Average) in this drop-down, will rollup the value of the entity to the top level. 

      For e.g: Task T1 with child tasks T11 and T12 has a custom field of type Currency. Now, if you enter $10 and $20 for T11 and T12 respectively, the value of T1 will be $30 (provided the roll up type is SUM).

    8. Under the Attached to tab, select the appropriate entity you wish to attach the custom field with.
    9. Fill in other details and click Save.

Some important points to remember:

  1. A custom field when attached to an entity will appear on its details page. For example a custom field attached to a User will appear on its details page. You will be able to enter/edit its value its from the 'Custom Fields' tab by editing that entity.
  2. You can create a maximum of 3 rollup fields.


To edit custom fields:

  1. Login with a user with administrator privileges and click on Administration option under the user profile.
  2. Under the Account Management section, click on Custom Fields.
  3. Point to a custom field, and click on the Pencil icon to edit the field. 
  4. In the new popup, edit the required details under the different tabs (Basic and Attached To) and click Save.
    The custom field is saved with the new changes.

To delete custom fields:

  1. Login with a user with administrator privileges and click on Administration option under the user profile.
  2. Under the Account Management section, click on Custom Fields.
  3. Point to a custom field and click Delete icon.
  4. Confirm the deletion by clicking on Yes. The custom field is deleted.