Custom Form Fields For Project Documents - Overview

The Document Management Module comes equipped with default forms, featuring standard fields designed to capture all essential information for items such as RFIs and Submittals during creation and processing.

Linarc offers the flexibility to extend these default forms by adding custom fields tailored to your specific project or company needs. This ensures that unique details and parameters, not covered by standard fields, are accurately captured. For example, you can add a custom field to the RFI creation form to track the number of associated attachments, ensuring comprehensive documentation.

• Custom fields are created and managed at the company level, making them available across all projects managed by the company. For detailed guidance, refer to Custom Forms and Fields - Overview.
• Custom fields can be selected and applied individually to projects (at the project level), ensuring relevance and precision for specific requirements.
• Once configured, these fields appear alongside standard fields under the 'Details' tab for the relevant project document items.

The 'Custom Fields Configuration' screen within the Documents module allows users with appropriate permissions to seamlessly add and manage custom fields for RFIs and Submittals pertaining to a project.

To open the 'Custom Fields Configuration' screen  

• Ensure that you are in the Document Management module. 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

The table provides a comprehensive list of custom fields added to the RFI and Submittal forms for the project, along with their properties and management options.

• Label Name: Displays the label of the custom field as it appears on the Details page of the respective item (RFI or Submittal).
• Description: Provides a brief explanation of the custom field’s purpose or intended use.
• 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.
• Document Type: Identifies the document type (RFI or Submittal) to which the custom field is applied.
• Created By: The admin or project manager who added the custom field to the project.
• Required: Indicates whether the custom field is mandatory or optional.
• Actions: Provides options to manage the custom field, such as removing it from the project.

Search and filter options:

• Use the 'Search' box located at the top left to find a custom field 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:
  • Customize Columns in List Views
  • Filter Options in List Views
  • Group and Organize Items in a List View
  • Manage Custom List Views

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

Configure custom fields for the project

See the next page Add custom fields to RFIs and Submittals to learn about configuring additional fields for an individual project