Linarc employs a variety of forms and tables to capture essential details about managed items and assets across its project management modules. These forms and tables come equipped with standard fields, ensuring the collection of all critical information for Scheduled tasks, RFIs, Submittals, Change Orders, and more.
In addition to the standard fields, Linarc offers the flexibility to customize forms by adding fields tailored to the specific needs of your project or organization. This capability allows you to capture unique details or parameters that default fields might not address. For example, you can create a custom field in the RFI form to track the number of associated attachments, ensuring comprehensive documentation.
- Custom fields are managed at the company level and can be applied to various modules.
- These fields are available across the respective project-level and company-level management modules.
- At the project level, users can select the relevant custom fields for application to specific forms from within the appropriate management modules.
Linarc supports multiple response types for custom fields, including short text, long text, dates, numbers, and drop-down lists. This versatility ensures that you can define fields that suit the unique requirements of your workflows, enhancing the precision and relevance of your data capture
Additionally, you can establish rules and constraints for the data entered into custom fields. For example, you can define minimum and maximum character limits for text inputs, enforce specific date formats for date fields, or set predefined options for drop-down lists.
The custom fields can be edited or removed at the company level at any time. The change takes effect immediately on the projects to which they are applied but will not retroactively affect items created/closed earlier.
The Custom Field Configuration Screen
- Login to your company admin console
- Click 'Configuration' on the top, then click 'Custom Fields' on the left
The interface shows the list of custom fields added to various modules.
- Select 'All' on the left to view the list of all custom fields in the company's master list
- Choose the module name from the left to view only the custom fields pertinent to that module
The default table view displays a comprehensive list of custom fields along with their details in all standard columns. You can tailor this view to suit your preferences by selecting specific columns to display, rearranging their order, and adjusting column widths for optimal readability and organization.
- Label Name: Displays the label of the custom field as it appears on the Details page of the respective item (RFI or Submittal).
- Description: A brief explanation of the custom field’s purpose or intended use.
- Module: The managed item to which the custom field is applicable. The custom field will be available for selection in the respective module of the project management console.
- Field Type: Specifies the data format expected in the custom field. Examples include:
- Short Text: Input for concise details, such as names or locations.
- Long Text: Input for detailed entries, such as descriptions or justifications.
- Number: Allows numeric data entry for values like counts or measurements.
- Date: Includes a calendar date-picker for selecting a specific date.
- Dropdown: Enables selection from predefined options.
- Created On: The date on which the field was first added to the company master list.
- Required: Indicates whether the custom field is mandatory or optional.
- Actions: Provides options to manage the custom field, such as editing or removing it from the master list. Please note, if you edit or remove a custom field from the master list, it will take effect on the projects to which it is applied. But the values fetched for the field in the past are not removed/changed.
Search and filter options:
- Use the 'Search' box located at the top left to find a custom field entry using any value from the table as search criteria
- Right-click the column header and customize the display and order of the columns as you wish
- The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
Download as Excel Sheet
- Click the 'Download' button at the top-right to save a local copy of the list in Excel format for sharing and record-keeping.
Use the links below to jump to the specific topic you need assistance with:
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