Custom Fields

Projetex 7.0 supports database structure customization in the form of adding custom fields to certain tables in database. Custom fields can be added with the help of Custom Fields section of the Advanced Settings window.

Note: You can create custom groups of fields as well and variables for using custom fields value in your .rtf templates!

To open Custom Fields tab click Custom Fields in the left part of the Server Administrator Corporate Settings window.

When creating a new custom field, you will need to specify the Group of fields the newly created field belongs to. So if you want it to be other, than default Common group, please create custom Group of fields first.

The following data can contain custom fields:

1. Clients:

Main tab of Client window (Client profile)

Quotes to Clients

Client Jobs

2. Projects (Main tab of Project window only)

3. Corporate Team

Main tab of Corporate Expert window (expert's profile)

Corporate Jobs

Corporate Expenses

4. Freelancers

Main tab of Freelancer window (freelancer's profile)

Freelancer Quotes

Freelance Jobs

Creating groups of custom fields

1. Select the table to which a new custom field must be added.

2. Click New button in the group of fields control buttons.

3. Specify the name for new Group of fields in the New Custom Group of fields window.

4. Click OK to save changes or click Cancel to discard.

To edit/delete Group of fields select it from the list and click Edit or Delete button correspondingly from the upper button row.

Note: To be able to delete the Group of fields you need to delete all Custom Fields it contains first.

To change the order of the Group of fields, i.e. the order of tabs with the Custom Fields, use Move Up/Move Down buttons.

Creating custom fields

1. Select the necessary Group of fields (if you have created more than one).

2. Click New button from the lower row of buttons:

3. Fill the fields of the New Custom Field window:

To move the Custom Fields to another Group of fields, i.e. another tab, click Change Group button, point with the mouse arrow at the target Group of fields (the Group of fields records become yellow when you point at them), and click on it once.

To confirm all changes you have made with the Custom Fields click Confirm Changes button.

To cancel all changes click Cancel button.

Custom fields appear on the Custom tab of the respective Projetex 7.0 windows. For example on the following screenshot First contact is a custom field located on the Common custom fields group on the Main tab of Freelancer window.

See also:

Corporate Settings