Add a File Field
Add custom file fields to enable users to enter or view information which is important to your organization.
To add a file field:
- Navigate to the File configuration page
- In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
- From the Main Menu, select Summary & Settings.
- On the Summary & Settings page, select Defaults & Options, and then select File.
- Select the Configured Fields tab.
- In the table, select Add.
- In the Column Label column, enter a name for the new field.
- In the View Column Name column, enter a name for the field as it will be seen in the database when creating reports.
- In the Data Type column, select the type for the new field. The choices are: Boolean, Cost, Date, Integer, List, Number, or Text.
- (Optional) If you selected Text as the Data Type, in the Field Length column, enter the maximum number of characters that can be used in the field.
- Select Save.
Tips
- To delete a configured field, select the field, select Context, and then select Delete. You cannot delete a configured field if it is used in another configured field, a form, a workflow, or a field mapping.
This setting is used in the following apps:
Cost and Funds |
Files |
郞Portfolio Analysis |
Resources |
Risk |
Schedule |
Scope |
Strategic Alignment |
Tasks |
Last Published Wednesday, October 16, 2024