How To Add Custom Fields To DocBoss Projects

Users may now add an unlimited number of custom fields to the main area of projects. Create new date, text, or list fields.

There is also an option to define whether fields are mandatory. Users may apply them to any or all project templates.

Other Data Fields are managed via Project (Main) Fields page.

Here you can see any existing fields. Note: if the fields have been used on any existing or previous projects you will not see a delete option. You will also not be able to edit the Type from date to text, or vice versa. You can edit to make this field “required”.

To Add a new Field:

1) Click “Add Field”

2) Name the field

3) Choose if you want a Text, Date or List field (for information on creating a List, see our article here.)

4) Click to Enable field on new Project templates

5) Click to make this field Required

6) Save

To enable new Fields on existing projects

Navigate to the Project Template within the desired project.

Scroll to the bottom of the page to see Project (Main) Fields grid.

Click the arrows to enable the other data fields on the project.

Filtering “Other Data” on Multi-Project Card Report

First thing is to bring the Other Data column into the grid. Details on filtering the multi-project card report can be found here.