Configuring User Defined Custom Fields

To create user-defined custom fields:

1. Click the Application Configuration tab.
2. Click the Custom Fields link. The Manage Custom Fields page is displayed. The fields are organized by section e.g., Ideas, Proposal, Project, Program and Resource.
3. Click the link associated with the section you want to edit, for example Manage Custom Fields for Ideas. The Manage Custom Field for Ideas page is displayed.
4. Click the Create a New User Defined Field button.
5. Enter a field name.
6. Choose the type of field you are creating. You can select one of the following types: Unassigned, Float (a number with a decimal point), Integer, List, Multi List, Text, Date, Currency, Boolean, Notes, Global Resource, Label, Calculated Expression, or Link.
7. Configure the following optional field setting:
   • UI Section: Select a section within which this field should display. For example, you can choose to display a project custom field under Basics, Classification, or Organization. This field displays only if you are configuring custom fields for Ideas, Proposals or Projects.
   • Initiative: Select the initiative that this field belongs to.
   • If you selected Calculated Expression as the Field Type, enter an expression. Use the Insert drop-down list, to select currency type fields associated with the selected entity, and click Add. You can enter field names, select operators or symbols to create your custom expression. Click Validate, to ensure that the expression is valid.
   • Visible: Select Yes, No, or Context-Sensitive. If you select context-sensitive, then enter the conditions when this field should be displayed. The Context Sensitive option displays only if you are configuring custom fields for Ideas, Charters, and Projects.
   • Display on List Page: Select Yes if you want this field to appear on list pages.
   • Display in Filter: Select Yes if you want this field to appear as an option in the Filters dialog box.
   • Required: Select Yes if you require users to enter a value for this field.
   • Default Value: Enter the default value for this field.
   • Minimum: Enter the minimum value for this field.
   • Maximum: Enter the maximum value for this field.
   • Valid Values: Enter the valid values for this field. To enter multiple values in the Valid Values field, enter one value per line.
   • Sort Possible Values Alphabetically: Select Yes if you want the possible values alphabetically sorted when displayed in the UI.
   • Update Status and Order of Possible Values: For each value select Valid, Invalid, or Archived. Values that are marked Valid are displayed in the UI as valid field options; invalid field values are not displayed in the system and cannot be used. Archived field values are maintained in the system, but are not displayed as valid field options. You can also enter a sort order for each value. This order determines the order in which these values are displayed in UI.
   • Tool Tip: Enter help text. The text you enter is displayed next to the custom field. Users can mouse over the Information icon to view the help text.
   • Idea Custom Field Mapping for Proposals or Proposal Custom Field Mapping for Projects: Select an Idea or Proposal/Charter field that maps to this Project or Proposal. When a Proposal is accepted and a project is created, or when an Idea is accepted and a Proposal is created, the custom fields are copied to the Project or Proposal custom field based on this mapping.

     Notes:

     • You can have one custom proposal/charter field map to multiple project custom fields.
     • When the Context Sensitive option is chosen, the default field value is used for Ideas and Projects that already exist in the system.
     • For custom field values to be maintained when Ideas move to Charters, or when Charters move to Projects, the target custom field needs to be set to be visible. In addition, for field type List or Multi List, the target field (Proposal or Project) must also contain the values that are in the source (Idea or Proposal).
     • The following custom field attributes can be changed in Reconfigure mode: Initiative, Field Type, Required, Default Value, Sort Order, and Configured. Contact your system administrator, if you need to change these fields.
8. Enter a Sort ID. This ID tells the system where it should be located in the list of user defined fields. You can click the Order of Existing Fields link to view the existing list before entering a number in this field.
9. Click Create.

   Important: You cannot delete custom fields after they are created. You can hide the field by selecting No in the Visible field.

See Also

Configuring Custom fields

Editing Pre-defined Custom Fields