Overview
Depending on the object of the custom field you want to assign a value to, there are six cases.
In this article
Project or activities
To assign a value to a custom field created for projects or activities (any type, tasks, issues, or requests):
- Open Activity center.
- Open the details of a project or activity you want modified.
- Under Custom fields, locate the custom field you want to give a value to.
- Assign a value using the appropriate method, depending on the type of custom field. E.g., use a date selector, for a date format custom field.
- The changes are saved automatically.
Warning
If the custom field is mandatory, you will not be able to save the page until after you have assigned a value to it. You will be prompted with a message "This is a required field". The same applies to the remaining cases below. Refer to Custom fields for details on mandatory fields.
Users
To assign a value to a custom field created for users.
- Click through Company settings > Users.
- Open the details of a project or activity you want modified.
- Under Custom fields, locate the custom field you want to give a value to.
- Assign a value using the appropriate method, depending on the type of custom field. E.g., use a date selector, for a date format custom field.
- The changes are saved automatically.
Customers
To assign a value to a custom field created for customers.
- Click through Company settings > Customers.
- Open the details of a project or activity you want modified.
- Under Custom fields, locate the custom field you want to give a value to.
- Assign a value using the appropriate method, depending on the type of custom field. E.g., use a date selector, for a date format custom field.
- The changes are saved automatically.
Portfolios
To assign a value to a custom field created for portfolios.
- Go to Projects & tasks > Portfolios.
- Open the details of a project or activity you want modified.
- Under Custom fields, locate the custom field you want to give a value to.
- Assign a value using the appropriate method, depending on the type of custom field. E.g., use a date selector, for a date format custom field.
- The changes are saved automatically.
Expenses
To assign a value to a custom field created for expenses.
- Go to a project's Financial section.
- Open the details of a project or activity you want modified.
- Under Expenses, locate the custom field you want to give a value to.
- Assign a value using the appropriate method, depending on the type of custom field. E.g., use a date selector, for a date format custom field.
- The changes are saved automatically.
Time entries
To assign a value to a custom field created for time entries.
- Go to Time logs history or Weekly timesheets.
- Open the details of a time entry you want to modify.
- Locate the custom field you want to give a value to.
- Assign a value using the appropriate method, depending on the type of custom field. E.g., use a date selector, for a date format custom field.
- The changes are saved automatically.
Note
Time entry custom fields are available when you track your time from the activity details page, My assignments page and timer.
Field types
It is possible to create custom fields of the following types:
- Text
- Number
- Date
- Checkbox (yes/no)
- Dropdown
- Paragraph text
- Paragraph text (rich formatting)
- Hyperlink
- Multi-select
- Formula