Custom Fields

Note: Custom Fields are only available to Project Owners and in the Professional and Enterprise editions.

Custom fields allow you to add additional information to your BasicOps tasks which can be displayed in Task details and Table views.  You can create custom fields for almost anything that’s important to your workflow.  

This article describes:

• How to use Custom Fields in Table View 
• How to use Custom Fields in Task Details
• The types of custom fields available

Using custom fields in your tables 

Select a project from your project list in the left hand side panel.  Under the Table menu option, click on the Manage columns icon  in the upper right hand corner (Note: The Manage columns option is only available to the project owner).  This will allow you to manage the columns in your table view.

 

You will see the Customize Table View dialog.

The Customize Table View window allows you to manage the fields that are displayed in Table View.  You can either drag and drop the available fields, or use the arrow buttons to include the fields as displayed table columns.   

Using custom fields in your Task Details view

You can customize the task description by adding your own custom fields. 

When viewing a task, click on the 3-dots (Action menu) in the upper right hand corner of the screen.   In the action menu pulldown menu, select Customize View (Note: This is only available to the project owner).

You will see the Customize Task View window (shown below).   Note that it is divided into 3 areas … Available Fields, Column 1, and Column 2.  From here, you can drag and drop the available fields, or use the arrow buttons to add new fields to your task description. The task description will display your fields in 2 columns.

You will have the ability to add new columns to your task description.  In order to do so, click on the Add Field link.   You will see the Add Field popup window.  Here you can enter your new custom field name.

 In the example below, we’re creating a column named Address of type Address to ensure proper formatting.  

Note: We have included a list of all available column types at the bottom of this article.

Once you click Save, your new Address field will show up in the Available Fields column.  

You can now move the field to either of the columns in your task description.

Custom field types

You can enter a variety of Custom field types.  Here is a complete list of available field types:

• Text: Allows you to enter a single line of text information.
• Email: Will only accept valid email addresses.
• Drop-Down: Creates a drop down menu.
• Checkbox: Adds a checkbox to your table or task.
• Date: Allows you to enter a date.
• Address:  Will request street, city, state, and zip code.
• Phone: Will only accept valid phone numbers and display the country associated with that number.
• Unique identifier: Will only accept unique identifiers across all projects.