To create or modify an existing custom field, first go to Settings > General Settings > Custom Fields and then click on Configure.
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Please note that the following example applies to custom field settings for projects, jobs, orders, and invoices. Additional sections are provided at the bottom to explain unique settings for companies, resources, and segments. |
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Edit custom field
Name and Description
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Please note that the options shown on the configuration screen will vary depending on the field type and where in the system the custom field is being used. |
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Hierarchical pick lists
Pick list fields can be configured to be editable as two cascading drop down lists. This option is great when a pick list has many options and there is a hierarchy of options.
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You will find Custom Fields specially useful when importing your own linguistic resources in Excel or CSV format. To know more go to Importing Terminology Databases#Step5:Configure Sheets,Columns & Contents. |
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By default, Both is the chosen setting for these custom fields. To change this, just click on the radial next to the desired option.
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Next you will need to select the Type of Field that will be used for the custom field, as described in the section above.
Custom fields for segments have two additional fields for determining where the information in the system may be searched for and whether or not this information must be displayed in the Translation Finder hints. To setup the way the information is displayed, just tick the checkbox next to the appropriate option on the configuration form. One or all options may be chosen depending on your search needs. You can look up Custom field information within:
- The Translation Editor - Web-based editing tool for working on files and documents for jobs.
- The Global Search (Top or Sidebar) - Global search tool for locating specific keywords or segments within the system. To learn more, see the What is Global Search? page.
