You can create as many fields for your projects and status reports as needed.
To create a new field:
- Go to Field Configuration.
- Choose whether you want to add a project or a status report field and click the relevant tab.
- Click the + button.
- Give the field a name. The field name is a required element that will be displayed as a label next to the entered values in projects and reports. Make sure it’s descriptive so that other users can understand the field’s purpose and can find it through search.
- Click the icon and select a field type from the drop-down list to define the kind of data that the field will hold.
- Optional: Mark the field mandatory if you want to make the user enter a value before they can save a form containing this field.
- Optional: Write a description to provide explanation or add helpful guidance to users who will be filling out the field.
- Optional: Set the field attributes or enter value options if the selected field type allows.
- Once all field attributes have been set, click Save.
The newly created fields are appended to the end of the list, but you can reorder them as per your requirements.
