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.
Editing an existing custom field
On the main menu, select Settings, click Configurations, and select the Fields tab.
Find the field you want to change and open it.
Update the title, description, or options. For a dropdown, you can add, rename, or remove options.
Save your changes.
Your changes apply automatically to all new and existing projects that use the field.
Note: Custom fields are only available on project templates.