Skip to main content
All CollectionsSET UP PLATFORM
Configurations - Fields
Configurations - Fields
Asia Ali avatar
Written by Asia Ali
Updated over a week ago

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.

Did this answer your question?