This feature is currently in beta and available in the Professional and Enterprise versions.
If you want to try it out, please contact firstname.lastname@example.org and include ‘Custom Fields’ in the subject line.
Custom fields allow you to add additional information to your BasicOps tasks, which can be displayed in Table View and Task Details. 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 Table View
Select a project from your project list in the left side panel. In Table View , click on the gear icon in the upper right hand corner. This is the icon you click when you want to Manage columns and in the 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, drag and drop the fields from displayed to non-displayed columns, and add new columns if you are the project owner.
If you wish to create a new custom column, click on the Add column link. You will see the Add Column dialog. Here you can enter your new custom field name.
Note: Add Columns is only visible to the project owner.
In the example below, we’re creating a phone number field. The ghost text will be displayed as faded text in the new field and could be used to remind the user of the proper format or display other information.
Click the save button. When you go back to view the table, you will see the new phone number column.
Using Custom Fields in 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.
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 are the owner of the project, you will have the ability to add new columns to your task description. In order to do so, click on the Add column link. You will see the Add Column popup window. Here you can enter your new custom field name.
In the example, we’re creating a column named Address of type Address to ensure proper formatting.
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.
It will be displayed in the task description under two columns 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.