Custom fields

Custom fields let you add additional data to tasks, public forms in your Procezo projects

Procezo enables you to enrich the functionality of your tasks by creating and adding new custom fields. You will be able to add attributes such as checkboxes, numbers, text, labels, checklists and many more. The idea is simple - shape the items to suit your needs perfectly. You can customise your projects and extend the default functionality with over 15 types of custom fields that can be applied to tasks and help capture important information such as Name, Phone, Customer ID, Experience, Length of Content and more. With custom fields, you can design personalised forms and capture information that’s vital to your workflow, team and company. Custom fields give individuals clarity on work in progress across their organisation.

📌 Creating Custom Fields - To add custom fields to Forms or projects, click on ‘Form’ - Once on Form search your fields which you want to add . - To create your own, click on the red ‘+’ icon . From here you can enter the name,help text and select the field type and click Create.

- Your field will be added to the list on your left. Drag and drop your fields to the box to simply add it to your form and hit save.

1. Custom field can be reused across the organisation, if it it public. To make it private to your project, Click edit 🖊 ( Pen icon) On the top right side of the field. Close the Public field toogle.

2. You can use the predefined fields and change the field name as Alias with Help text. Click edit 🖊, change Alias and help text.

3. You can make some fields visible based on the conditions. You can add condition as the following: i) Select field from the form on which you want to apply condition. ii) Click edit icon 🖊 and go to Condition panel. iii) Select visible toggle to yes and add conditions. iv) Click Done and we are good to go.

4. To make your form a Public Form, slide the grey bar on the top left corner of the form.

For the latest update visit us at Procezo .