Overview
Custom fields can be applied to projects, giving 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
Only Super Admins or Admins with All Permissions can create project custom fields.
Creating custom fields in projects
- Go to Organization Settings > Response Projects > Custom Fields, then click Create New.
- Select the Category.
Note: If Project & Intake 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 projects only. - Fill out the required details including the merge tag name and display name.
- 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
- Specify values for response and select searchable text box if necessary, then fill in the other fields.
- Click Add to complete the set up. The new field will be available when creating a new project.
For a visual representation, click through the following: