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• What are Custom Fields? 
• Setting Up Custom Fields
  • Setup Field Definitions
    • Field Name
    • Description
    • Field Types
    • Order
    • Available (or default) Value(s)
• Additional Resources

What are Custom Fields? 

Custom Fields are fields that can be setup for Organizations that aren't available "out-of-the-box" within a StratusVue project. When Custom Fields are setup within Organization Project Options by Organization Admins, they are available to all project's that are created within the Organization to capture information regarding the project. 

Custom Fields can only be setup by an Organization Admin. 

Out-of-the-box, Custom Fields will not print to any of the out-of-the-box prints/reports. However, at any time ANY report or print within the system can be updated to include these custom fields via our Professional Services Group. Submit to support@stratusvue.com a markup of the report with details about customizations or changes. The Report Writers will review the request and advise if the customization request can be completed, the cost, and the turnaround of the customized report.

Setting Up Custom Fields

1. Navigate to the Org Project Options section of the Organization Setup Module within the Navigation Tree

2. In the first tab of the Org Project Options Page is the Project Custom Fields tab

3. Select the Add Custom Field button to begin adding a Custom Field

4. Complete the Setup Fields

5. Repeat for each custom field needed. There is no limitation to the number of custom fields that can be setup for projects. 

Setup Field Definitions

Field Name

- the name of the Custom Field as shown in the Project Custom Fields screen.

Description

- the description of the custom field. Not shown in the Project Custom Fields screen, this is only available in the Org Project Options view of the Custom Fields.

Field Types

- The type of field dictates the type of data entered/selected within the custom field in the Project Custom Fields screen.

• Text - the project level custom field expects text to be captured.
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• Number - the project level custom field expects a number to be input up to two decimal places. 
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• Date - the project level custom field expects a date and time to be entered. The field will have a calendar and clock icon availalbe. 
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• Yes/No - the project level custom field expects a checkbox selection to indicate yes, and a blank checkbox to indicate no
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• Address Book/Subcontractor - the project level custom field expects a company that is available within the User Group - Sage 300 Integrated Address Bookto be selected from the dropdown.
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• Project Member - the project level custom field expects an available Project Memberto be selected from the dropdown.
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• Custom List - the custom list does need to be setup during the creation of the custom field. In the Available (or default) Value(s) field of the setup, enter the custom list. Use ~ to separate each item within the list. Once the list is created, the project level custom field expects a list item to be selected from the dropdown.
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• Label - the label field can be used to create "headers" between sets of Custom Fields in the Project Custom Fields screen.
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Order

- the order in which the fields are displayed in both the setup screen and in the Project Custom Fields screen.

Available (or default) Value(s)

- allows for entry of a "default" to be auto-populated into the custom field in the Project Custom Fields screen. This field will be required on creation of each custom field, however can be removed by updating the custom field entry after it has been saved. In order to use the Custom List field type, the list must be entered into this field and separated by ~ between each item.

Additional Resources

Using Custom Fields at the Project Level