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Administrator Guide
Last Updated: 2023-06-23
Create and Activate Custom Project Fields

Create and Activate Custom Project Fields

Create a sourcing project or contract.
You can define a variety of fields by using our custom fields functionality and configure fields as conditional. Example: Control the list of available field options based on previous answers from suppliers.
  1. Access
    Settings > Field Settings > Custom Field Groups
     from the
    Settings
     menu.
  2. Enter a
    Group Name
     and click the
    Add Group
     button.
  3. Access the
    Custom Fields
     section.
  4. Complete the
    Custom Fields
     grid and click the
    Add Field
     button.
  5. (Optional) Select
    Add Conditions
     from the
    Select Option
     drop-down menu to add conditions using
    If
     and
    Then
     statements.
  6. To apply conditional fields to projects, access
    Settings
    Customize Projects
    Manage Project Types
    .
  7. Select the custom conditional fields and how you want to include them in your projects.
  8. To activate custom fields in
    Project Types
    , access
    Settings
    Customize Projects
     and select the type of project for your customized fields.
  9. Configure
    Project Visibility
    .
You can see conditional fields in your
Projects
. For configuration in contracts or supplier profiles, navigate to similar sections in
Customize Contracts
 and
Supplier Profiles
.