Prerequisite
Required Role in the Project:
to create the fields: Admin
to fill the fields: Admin, Contributor, External viewer
Step-by-Step Guide
Setting Up Custom Fields
Open the project settings of the desired Project.
Click on the
Pin Designstab.Create a new Field with
+ New Field.Choose the desired Field type: -
Text Field-Number Field-Date Field-Time Field-SliderAssign a
Field title.Assign the Field to one or more
Pin categories.Optional: Deactivate the Field using the icon at the top right.
Optional: Use the displayed
Placeholderfor reports.Check the Field preview at the bottom of the form.
Save your changes by Clicking on
Save.
Sorting Fields
Drag Fields into the desired order using Drag & Drop.– This order will also be adopted in the Pin.
Using Fields in a Pin
Open a Pin.
In the
FIELDSsection – depending on the Pin category – the assigned Fields are displayed.Enter the desired values.
Filtering Fields
Open the Pin overview.
Click on the Filter icon.
Select a custom Field and the desired value (e.g., Priority = "medium").
The view now only shows the corresponding Pins.
Additional Notes
Field Types in Detail
Number Field: ideal for dimensions, costs, percentages. Three formats are available: Default, Currency, Percent. Each with suffix, decimal places, step size, etc. Field types can be used multiple times per Project.
Text Field: Free text with a limited number of characters (75 to 600 characters).
Date Field: Date with optional display of weekday and time.
Time Field: Time entry without further settings in the format hh:mm (e.g., 08:15).
Slider: Selection of predefined options (e.g., Yes/No, Priority, Types). Steps freely labelable.
Special Features
Filter for Fields in the settings area: Shows only Fields of certain Categories.
Placeholder for reports: Easily copyable for templates, e.g.,
#{{pf-pflanzgefäß-title-value}}Keywords Field: Always active, can only be used once.