Equipment Item Custom Fields Page

Use this page to add new or make changes to existing custom fields. Equipment item custom fields allow you to capture additional information about equipment items, but at least one custom field of type drop-down or multi-pick list is required to establish the relationship between equipment and budget line items. For more information, see About Cost Integration Settings. When adding custom fields, you are taken through a three step wizard. For instructions, see Add Equipment Item Custom Fields. A description of the fields and buttons located on each page is located below:

Select the type of data field you would like to add.

  • String: Allow users to enter a single line of text.
  • Text Block: Allow users to enter multiple lines of text.
  • Integer: Allow users to enter only a numeric value.
  • Decimal: Allow users to enter only decimal values.
  • Drop Down List: Allow users to select one value from a list of values.
  • Multiple Pick List: Allow users to select any number of values from a list of values.
  • Date: Allow users to enter a date manually, or select from the calendar icon.
  • Account User: Allow users to select a single user from a list of all users on the account.
  • User In Role: Allow users to select a single user from a list of users in the selected role.
  • User In Role On Project: Allow users to select a single user from a list of users in the selected role that are members of the current project.

Use this page to add custom field details.

  • Previous: Click to return to the previous page.
  • Next: Click to go to the next step of the field creation process.
  • Cancel: Click to cancel and return to the Custom Fields page. All data will be lost.
  • Field Label: Enter a label for the custom field.
  • Description: Enter a description of the custom field.
  • Required: Select to make this a required field. Leave clear to make this an optional field.
  • Default Value: Enter a default value for the field.
  • Permissions:
    • Admin Edit Only - Select to make this field editable to Account Administrators only.
    • All Users - Select to make this field editable for all users on the account.
    • Role Name - For each role, select the view or edit permission, which will allow the selected role to either have only view permission or grant them edit permissions.
  • Maximum Length: Displays for String fields only. Enter the maximum number of character that users can enter in this field. If left blank, a negative value is automatically entered, which is equal to an infinite number of characters.
  • Minimum Length: Displays for String fields only. Enter a least amount of characters that users can enter in this field.
  • Visible Rows: Displays for Text Block and Multiple Pick List fields only. Enter the number of visible rows you want to display in the scrollable window. Team members will have to scroll to see the additional options.
  • Length: Displays for Text Block fields only. Enter the maximum number of character you'd like available for this field.
  • Decimal Places: Displays for Decimal fields only. Enter the amount of decimal places to set this field to, for example, two (0.12) or four (0.1234) decimal places.
  • Drop Down List Options: Displays for Drop-Down fields only. Enter the options that users should choose from. Enter one option per line.
  • Sort Values: Displays for Drop-Down and Multiple Pick List fields only. Click to sort values in alphabetical order.
  • Multiple Pick List Options: Displays for Multiple Pick List fields only. Enter the options that users will choose from. Enter one option per line.
  • Roles: Displays for User in Role and User in Role on Projects fields only. Select a role to narrow the list down by the users in the role selected.

This page displays the details of the custom field and allows you to see a preview of what the field will look like to end users.