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To create a or modify an existing custom field, first go to Settings > General Settings > Custom Fields and then click on Configure.
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How to Create a Custom Field
Click on the appropriate location for the custom field (Projects, Jobs, Orders, etc) and then click on Add in the upper right corner to include a new field for that category in the system.
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For example, let's say you want to create a custom field for Projects titled Mobile Number. In order for this field to appear as an entry option in projects, it must first be created as a custom field. This is because the pre-defined fields do not inlcude the option of entering a mobile number. To make this all happen, you will need to create the custom field, as shown below:
Then, when a project is created in the system, the mobile number field will appear in the project details page.
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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
For this example, we will be showing how to create the Mobile Number custom field for projects in the system. To begin, first enter a Field Name for the custom field by clicking on the text box and entering the desired name. You may also add a Description in the same manner, but only the Field Name is required.
Type of Field
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Next you will need to select the Type of Field that will be used for the custom field. The type may be one of the following:
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In the user interfaces, the selector is now shown as follows when editing or filtering the field:
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Optionally add the split character in the lines above and add a space before and after. The first picklist shows the text before the split character (prefix), the second picklist shows the texts after the split character (suffix). |
Viewing and Editing Permissions
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Next you will need to select the Type of Field that will be used for the custom field. The type may be one of the following:
- Text - A simple text entry field, which may be limited by setting a maximum number of characters and number of rows.
- Pick List - Enter options per line to provide a list of choices to the person filling in the information. Only once choice can be selected when this field type is used.
- Pick List, Multiple Choice - Same as above; however, the user can select more than one option in the list by ticking on each checkbox.
- Hyperlink - Field appears as a text box with http:// to show that a hyperlink must be entered.
- Image - Field consists of a button for uploading an image to the Linguistic resource.
- Checkbox - This field provides a single checkbox. If ticked, the related value will be considered 'True' by the system, and 'False' if not. Note that by default, the field value is not ticked.
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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:
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