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Custom Fields

Simon
  • Updated

Contents

The Custom Fields settings enable you to add additional fields to the following records:

  • Client
  • Project
  • User
  • Timesheet

Settings_custom_fields.png

TextBox Custom Fields

TextBox fields are short text fields that can contain up to 250 characters. Enter a TextBox Title to appear on the respective edit panel as the field name. Click Save when all custom fields have been set up or amended and refresh the browser window. 

Settings_custom_fields_textbox.png

DropDown Custom Fields

DropDown fields enable the user to select from a set list of entries that are specified in the custom field setup. Enter a DropDown Title to appear on the respective edit panel as the field name. Click the Add new record button to open up an edit box to add a new item to the DropDown item list. Click on the Insert (tick) icon to save the item. DropDown items can be made inactive by clicking in the Active column. A DropDown item can be deleted from the list by clicking on the Delete (trashcan) icon. DropDown entries will be displayed in sort order. Click Save when all custom fields have been set up or amended and refresh the browser window.

Settings_custom_fields_dropdown.png

Display Location

Custom fields will appear in the Profile tab in Client, Project and User screens. 

Settings_custom_fields_project.png

 

Display location for the Timesheet Custom Fields will vary according to the Timesheet screen selected. Timesheet Custom Fields can be included as a column in the timesheet list screens. 

Weekly List Pro > Edit

Settings_custom_fields_timesheet.png

Weekly List

Settings_custom_fields_weekly_list.png

Enquiry

Project TextBox custom fields can be selected in the Sort, Group and Summarise menu, and can be used as a filter. The Timesheet Textbox field can be selected in the Visible column menu. Both Project and Timesheet TextBox fields selected will be displayed as columns in the Enquiry report. 

Settings_custom_fields_enquiry.png

Mobile App

Custom timesheet fields can be displayed and updated on the New Entry screen in our mobile app. Note that your users will have to log out of the mobile app and then log back in for a new custom timesheet field setting to be displayed. 

IMG_3902.PNG

Data Import

Custom Fields can be imported for Clients, Project, Users, and Timesheets. Review the import template specifications for more information. These templates can be downloaded from the Import screen. 

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