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Add a Custom Field to any Form on a Project

You can add a custom field to any project form in ProjectTeam.com.

Add a Custom Field to a Form

  1. As a Project Administrator, navigate to the project homepage and click the Project Administration button.
  2. In the Project Administration panel, under Document Setup, click Customize Forms.
  3. You can also get to a form's fields from any form log or form view. Click the ... button in the upper right corner, then click Customize Form Fields from the menu.
  4. On the Customize Forms page, click the name of the form type you want to add a custom field to. You can use the filter box above the Form Type column to find it.
  5. The Form Properties Details and Form Fields panels open for the selected form, showing all existing fields. Click the New button on the Form Fields panel.
  6. The New Custom Field page opens to Step 1 of 3. Choose field type. Each field type is shown as a card with a short description of what it does. Click the card for the field type you want to add. You will move to the next step automatically.
  7. In Step 2 of 3. Define field properties, enter the Field Label (the name displayed on the form) and any Help Text. You can also set a Default Value and mark the field as Required. Click Next.
  8. In Step 3 of 3. Define access, set access to the field for share groups and users. There are 3 levels of access: No Access, Read/Write, and Read Only. By default, the user creating the custom field is given Read/Write access. If a user receives different access levels because they are in multiple share groups, their true access will be the most permissive of those assigned. For example, if a user is in a share group with Read/Write access, the share group access takes precedence over a user level of No Access.
  9. To review the users in a share group, click the ? to the right of the share group name.
  10. When you have set access for share groups and users, click Save at the top of the page to save the custom field.
  11. The new field now appears in the Form Fields list.

Give Users Quick Access to Fields

You can also give a company, group of people, or multiple users access to several fields at once.

  1. On the Form Fields panel, click Quick Access.
  2. Type a share group or user name in the Type a share group's name... box, then click the match from the list.
  3. For each field label, click the Access dropdown and choose Read/Write, Read Only, or No Access. To set the same access for every field at once, click Set Bulk Access for Fields.
  4. Click Save after you have made your access selections for each field.

Reorder Fields on a Form

  1. You can reorder the system and custom fields on your form. On the Form Fields panel, click Reorder.
  2. In the Reorder Fields window, drag and drop the fields into the new order, then click Save.

Reorder Columns in a Collection

  1. For a form with a collection, click View Columns next to the collection on the Form Fields panel, then click Reorder Fields in the collection columns panel.
  2. In the Reorder Fields window, drag and drop the columns into the new order, then click Save.

Rename a System Field

  1. To change the name of a system field on this project, click the dropdown arrow to the right of the field and click Edit.
  2. On the System Field page, type the new name in the Project Alias field, then click Save.