Requirements
Required project role:
to create fields: Admin
to fill in fields: Admin, Assistant, External Viewer
Step-by-Step Instructions
Create Custom Fields
Open the project settings of the desired project.
Click on the
Pin Designstab.Create a new field with
+ New Field.Select the desired field type: –
Text Field–Number Field–Date Field–Time Field–SliderEnter a
Field Title.Assign the field to one or more
Pin Categories.Optional: Deactivate the field using the icon in the top right corner.
Optional: Use the displayed
Placeholderfor reports.Review the field preview at the bottom of the configuration window.
Click
Saveto apply your changes.
Sort Fields
– Drag & drop the fields into the desired order.– This order is reflected in the pin view.
Use Fields in a Pin
Open a pin.
In the
FIELDSsection, the assigned fields will be shown depending on the selected pin category.Enter the desired values.
Filter by 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 then show only the corresponding pins.
Additional Information
Field Types Explained
Number Field: Ideal for dimensions, costs, or percentages. Three formats available: standard, currency, percentage. Options include suffix, decimals, step size, etc. Field types can be used multiple times per project.
Text Field: Free text entry with a character limit (75 to 600 characters).
Date Field: Date selection with optional display of weekday and time.
Time Field: Time entry without additional settings, format hh:mm (e.g. 08:15).
Slider: Predefined options such as Yes/No, priority, types. Each level can be labeled individually.
Special Features
Field filter in the settings area: Display only fields of certain categories.
Placeholders for reports: Easily copied into templates, e.g.
#{{pf-pflanzgefäß-title-value}}.Tag field: Always active, can only be used once per project.