Administrative Help

Adding Custom Fields to Standard Applications

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Administrators can add custom fields to any standard (native) application to gather PPM-specific information. Native application custom fields can be used for custom views and detail views in the native applications and in Reporting.

Administrators can also add custom fields to dynamic applications, either as they are creating the application, or after it has been created. For more details, see Adding Custom Fields to Dynamic Applications.

Note: You can add a total of 25 custom text fields and 25 custom numeric fields to a standard (native) application. Text fields include pick list, date, status, and yes/no field types. Numeric fields include integer, currency, and decimal field types. For more information, see Custom Field Maximums. (opens in popup)

TO ADD A CUSTOM FIELD TO A STANDARD APPLICATION:

  1. On the Administration Home page, under Applications, click Applications.
    A list of standard and dynamic applications displays.
  2. Click the name of the application to which to add custom fields.
    The Application Details screen displays.
  3. Click New Custom Field.
    The Create Custom Field Wizard displays in a new window.

    The process of creating a custom field involves several steps in the wizard. Depending on what type of field you are creating, you may not go through every step.

    For help on a specific step, click the step name:

    Step 1 : Field Name and General Options
    | Step 2 : Field Type | Step 3 : Field Options | Step 4 : Calculation Definition | Step 5 : Data Sources |
    Step 6 : Data Fields