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Adding Custom Fields to a Project

Overview

Custom fields can be applied to projects, and give you the flexibility to organize your content on a more granular level tailored to your organization. Using custom fields in conjunction with other search criteria allows you to better target the content you're specifically looking for. For a visual guide, refer to the Academy course on Project Custom Fields.

Select the applicable tab for your edition of Responsive.

  • Adding Custom Fields to a Project

    1. Go to Organization Settings > Project > Custom Fields, then click Add Field.



    2. Select the Category.
      Note: If Project is selected, the custom field will be available for Intake as well as Projects, however, if Intake is selected, the custom field will be available only for Projects.
    3. Fill out the required details including the Merge Tag Name and Display Name fields.
    4. Select the type of response:
      • Text Box (Simple Text)
      • Text Area (Rich Text with formatting capabilities)
      • Dropdown
      • Radio
      • Checkbox
      • Select User
      • Multi Select Drop-down
      • Date
      • Date and Time
      • Auto Incremental
    5. Specify values for response and select searchable text box if necessary, then fill in the other fields and click Add to complete the set up. The new field will be available when creating a new project.
  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Adding Custom Fields to a Project

    1. Go to Organization Settings > Project > Custom Fields, then click Add Field.



    2. Select the Category.
      Note: If Project is selected, the custom field will be available for Intake as well as Projects, however, if Intake is selected, the custom field will be available only for Projects.
    3. Fill out the required details including the Merge Tag Name and Display Name fields.
    4. Select the type of response:
      • Text Box (Simple Text)
      • Text Area (Rich Text with formatting capabilities)
      • Dropdown
      • Radio
      • Checkbox
      • Select User
      • Multi Select Drop-down
      • Date
      • Date and Time
      • Auto Incremental
    5. Specify values for response and select searchable text box if necessary, then fill in the other fields and click Add to complete the set up. The new field will be available when creating a new project.

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