Managing Custom Fields

Modified on Tue, 30 Apr 2024 at 01:29 PM

The Custom Fields screen is where you can add, edit and remove custom fields in Projectal.


Getting to the Custom Fields screen

  1. Go to the Management screen by clicking Management on the left sidebar.
  2. Click the Custom Fields button to display the Custom Fields screen.
  3. On the Custom Fields screen, select the entity from the Entity dropdown list to view its custom fields.


Tip: Entities that have custom fields are listed with bold text in the Entity dropdown.  This helps you to quickly find all the custom fields that have been added into your Projectal.




Custom Fields screen toolbar


The Custom Fields screen toolbar has the following buttons:

  • Add - to add a new custom field
  • Edit - to edit the selected custom field
  • Delete - to delete the selected custom fields


Editing Custom Fields


Double-click on a cell to edit a value for the custom field.


Select a cell and copy (Ctrl+C) and paste (Ctrl+V) the values into another cell. 


Select a cell and drag the right side corner of the cell to fill down  the value into other cells.


Select a cell and press the DEL key to delete the value from the cell.


Tip: Enter text into the Filter edit box and click the Search button to find specific custom fields.


Tip: Click on the Options menu in the column headers to choose which columns you wish to hide or show in the list. 


Tip: Click on a column header to sort the list ascending or descending.



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