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 preview of the Field at the bottom of the form.
Save your changes with a Click on
Save.
Sorting Fields
– Drag and Drop Fields into the desired order.– This order will also be adopted in the Pin.
Using Fields in a Pin
Open a Pin.
In the
FIELDSsection, the assigned Fields will be displayed – depending on the Pin category.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 will now only display 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 input without further settings in the format hh:mm (e.g., 08:15).
Slider: Selection of predefined options (e.g., Yes/No, Priority, Types). Stages 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.