How to Create a Custom Field

In addition to the standard fields you see on the plan elements, you have the ability to add custom fields to plan elements to capture and display additional information, or have owner/contributors update these fields from Submit Updates. You can set up unlimited custom fields per plan. 

Custom fields provide the ability to capture additional information about the plan element. It can be set up using one of Text, Rich Text, Number, Checkbox, Single or Multi-select types. It can be set as required, read-only or editable by owner/contributors in Submit Updates. To set this up for your plan, speak to your System Administrator or Plan Owner.

 

Setting Up Custom Fields

To set up Custom Field for your plan, follow these steps:

1. Expand the menu and navigate to the Plans Settings page by clicking on Settings (cog icon) at the top right corner of the plans section.
   
2. Use the drop-down menu at the top of the page to select the correct plan.
   
3. Navigate to the Reporting Levels tab, and click on the plus sign (New Custom Field) in the Custom Fields section.
   
    
4. Fill in the required information. See below for an explanation of each field.
   
    
5. Click Save

Custom Field Settings

Plan Level

By default, the plan level is selected based on the previous screen. If you're setting up the same Custom Field for other levels of your plan, you can do so by selecting the levels which this Custom Field applies to. Note that it will create independent custom fields for each level of the plan. 

Field Name

Enter a custom field name, up to 40 characters.

 

Field Description

Allows a detailed description to be included by allowing Admins the ability to add context to the Custom Field. Users will see an 'i' icon next to the custom fields in Submit Updates. This can be a text description, a link or even an image (400px max width) if required. 

Type

Choose from Text, Rich Text, Number, Checkbox, Single select or Multi-select types. Text is unformatted plain text (limited to 255 characters), whereas Rich Text supports text formatting such as bold, italics, underline, and URL hyperlinking. 

Required in View/Edit Plan

When enabled, an input value will be expected in View/Edit Plan.

Editable in Submit Updates

When enabled, the custom field will be editable by Owner/Contributor in Submit Updates.

Reordering Custom Fields

You can change the order of how the custom fields appear for your users. To reorder the custom fields:

Navigate to Settings > Plan Settings

1. Click on the icon to the left of the custom field row and drag it to a new position
2. Click Save.

The new order will be reflected in View/Edit Plan, Submit Updates, and Reports.

Q&A

Q: Can I delete a Custom Field?

A: You can only delete a Custom Field if it was set up and no data has been entered against it either from View/Edit Plan, Action Planning or Submit Updates. Once data has been entered, you can only Archive this field. Archived custom field data is available in the Full Data Export.

 

Q: Can I print custom field information on Reports?

A: Yes. Progress, Tabular and Planning report types all provide the ability to report on custom field.

 

Q: When cloning lowest level plan elements, are custom field data cloned through?

A: Yes, all custom fields from the source plan element are visible on the cloned plan element.