Create a Custom Field

You can add a custom field to track custom metadata on your documents or items.

  1. Right-click on an enterprise, site, or project and navigate to Configure > Custom Fields > New.
    The Custom Field wizard appears.
  2. Click Next.
  3. In the Name and Description fields, enter information for the custom field.
  4. Click Next.
  5. Use the following fields to customize the field:
    Custom Field TypeThis is the format in which the field will be completed. You can choose from Simple Text, Numeric, Date, or True / False.
    Create an Option ListSelect this check box to enable a specified list for users to select from. You are prompted to specify the list values and their order.
    Validation RuleIf you want to control the values that can be entered in the field, select a validation rule from the list.
    Maximum LengthThis setting determines the maximum number of characters a user can input.
    Minimum LengthThis setting determines the minimum number of characters a user can input.
    Input MethodThis setting controls the way in which the user will enter field values.
    MandatorySelect this check box to require users to enter a value in the field.
  6. Click Next.
    A preview of the new field is displayed.
  7. Click Finish.