Add a File Field

Add custom file fields to enable users to enter or view information which is important to your organization.

To add a file field:

Navigate to the File configuration page
1. In the object selector, select a workspace.
2. In the sidebar, select  Summary & Settings.
3. On the Summary & Settings menu, select Defaults & Options, and then select File.
Select the Configured Fields tab.
In the table, select  Add.
1. In the Column Label column, enter a name for the new field.
2. In the View Column Name column, enter a name for the field as it will be seen in the database when creating reports.
3. In the Data Type column, select the type for the new field. The choices are: Boolean, Cost, Date, Integer, List, Number, or Text.
4. (Optional) If you selected Text as the Data Type, in the Field Length column, enter the maximum number of characters that can be used in the field.
Save your changes:
1. Select Save.
2. In the Summary & Settings panel, select  Close.

Tips

To delete a configured field, select the field, select  Context, and then select Delete. You cannot delete a configured field if it is used in a form, workflow, or field mapping.

This setting is used in the following apps:

Cost and Funds

Files

Portfolio Analysis

Resources

Risk

Schedule

Scope

Strategic Alignment

Tasks