Creating Custom Fields
A Field is a section of information that can be applied to your project templates.
Fields can be added by following the steps below:
1. On the main menu, select Settings, then click Configurations, and select the Fields tab.
2. To add a new Field, select Add Field.
3. Give the Field a Title and Description.
4. You'll then select the Field Type. Field Type options include from the following:
Checkbox
Date Field
Dropdown
Numeric Field
Radio Button
Text Field
Toggle
Applying a Field to a Project Template
Once you have added your Custom Fields, you can apply them to your templates by going to Settings > Configurations > Projects > Templates.
If you add or open a template and click on the “Build Template” section, you can scroll down to the “Add more fields” button. Once selected, you will see your custom fields available in this list.