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Project Form

The layout of asset management has all the fields required to manage the projects of an organization. However, to meet the organization’s needs, you can modify the default template and add new fields. The fields can later be used in the automation settings also.

To view the Project Form, navigate to Admin > Project Management > Project Custom Fields and the below page appears.

Project Form
Project Form

The page displays two types of fields:

  • Default Fields: These are the primary fields that come with the fresh installation. The field names can neither be changed nor deleted.
  • Custom Fields: These are the additional fields added from the pallet. The fields can be renamed and deleted.

Here, you can customize the form using the below options:

  1. Field Pallet: You can drag and drop the fields from the pallet to add into the form.
  2. Re-Order: You can drag and drop the fields to change the order of the form.
  3. Duplicate: You can create duplicate fields from the custom fields.
  4. Edit: You can edit the fields, make them mandatory, or change their characteristics.
  5. Remove: You can delete the custom fields and not the default.

Example Scenario: For example, every Project in an organization requires a product owner for the Project to be followed up. By mentioning the owner, Project Manager, and other Teams can be kept updated for the upcoming improvements or changes.

Dropdown

To add the Dropdown custom field, drag and drop it on the form in the right-hand side, and a popup appears.

Adding Custom Fields in the Project Form
Adding Custom Fields in the Project Form

Enter the following details:

  • Name: Enter the name of the field.
  • Hint Text: Enter the text to appear by default. It appears in grey color.
  • Default Value: Enter the default value of the field.
  • Options: Add the options for the field. You can also import multiple options using the Import Options link.
  • Required: Enable to make the field mandatory.

Once done, click Add. You can then re-arrange its location, create a duplicate field, edit, or delete it if required. Similarly, you can add other custom fields. For more details, refer to the link Request Form.

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