Custom field schemes

Custom Field Context Schemes are collections of contexts of custom fields that can be used when a project is created.

Create new Custom Field Context Scheme

  1. From the Cog menu , select Manage apps.

  2. Locate the Delegated Project Creator section in the left sidebar and select Project Templates Settings to display the Configure Project Templates Settings page.

  3. From the Custom Field Context Schemes tab,

    1. Enter a user-friendly name for the Custom Field Context Scheme.

    2. Click the Add button ().

 

  1. Once the scheme has been created, click Edit () to add a custom field and corresponding context entries to the scheme.

  2. If you have an existing project with a set of Custom fields and contexts you'd like to use as a Custom Field Context Scheme, click Create scheme from project to create a scheme based on that project.

Edit an existing Custom Field Context Scheme

From the Custom Field Context Schemes tab,

  • Hover over the Name field of an existing Custom Field Context Scheme and click the open icon to edit the scheme name inline. Then, click Save to save your changes or Revert to discard your changes.

  • Click Edit next to an existing Custom Field Context Scheme to add or remove custom fields and their corresponding contexts.

 


Need more help? Contact our support team.