Add Custom Fields to Document Items - RFIs and Submittals

Based on the unique requirements of your project's scope or company policies, you can add custom form fields at the project level to capture specific details about document items like RFIs or Submittals. These fields complement the standard fields provided by default in the respective forms.

• Custom fields appear in the 'Details' tab of the RFI or Submittal forms, ensuring a seamless data entry experience.
• Information entered into these fields is accessible to all users with access to the document item, promoting transparency and collaboration.
• Data from custom fields is automatically included in reports generated for the respective document types, ensuring detailed and accurate documentation.

This feature empowers teams to adapt document forms to project-specific needs, ensuring no critical information is overlooked. See Custom Form Fields For Project Documents - Overview if you need more details.

To add a custom field to a document item

• Ensure that you are on the Custom Field Configuration screen of the project. If not,
  • Open the project management console
  • Click the app launcher icon in the top-right and select 'Documents'
  • Click 'Config' on the top, then select 'Custom Fields' on the left
• Click 'Add Custom Field' at the bottom
• Select the document type from the top

The list displays the custom fields available for the selected document type, as configured at the company level.

Tip: If the desired custom field is not listed, reach out to your company administrator to have it added at the company level. Once the new field is added, you can revisit and complete the process to include it in your project.

• Select the field you want to add to the project document by clicking its serial number

Tip: Use the 'Ctrl' or 'Shift' key on your keyboard to select multiple items at once.

• Click 'Save' for your settings to take effect.