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.

See the Project Custom Fields Academy course for more information.

Permissions

Project custom fields must first be created in Organization Settings by a Super Admin or Admin with All Permissions before they can be applied to projects.

Select the applicable tab for your edition of Responsive.

• Adding Custom Fields to a Project

  1. Go to Organization Settings > Response Projects > Custom Fields, then click Create New.
     
  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 > Response Projects > Custom Fields, then click Create New.
     
  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.