Custom Fields - In Beta

This feature is currently in beta. If you want to try it out, please contact [e-mail] and include ‘Custom Fields’ in the subject line.

Note: Custom Fields are only available to the Project Owner and to users of the Professional and Enterprise editions.

Custom fields allow you to add additional information to your BasicOps tasks which can be displayed in Table and Task detail 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: This is only available to the project owner).  This will allow you to manage the columns in your table view.

  

You will see the Customize View dialog.

The Customize View window allows you to manage the fields to be displayed in Table View.  From this view, you can manage the order of the table columns and drag and drop the fields from displayed to non-displayed 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 a dialog like the one displayed below.   Note that it is divided into 3 areas … 1st Column, 2nd Column, and Non-displayed columns.

From this dialog box, you can drag and drop fields and add new fields to your task description.

If you need to add new columns to your task description you can.  In order to do so, click on the Add column link.   You will see the Add Column 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.)

You can use your mouse to drag and drop your columns into their proper position in the task description.   Here, we’ve positioned the phone number in the second column in the task description area.

Cell Phone # will be displayed in the task description in the second column as shown below.

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 accept only unique text.