Use Custom Fields in a Project

Home > selected Project > menu or right-click > Settings > Custom Fields

Home > Settings drop-down > Project Settings > Custom Fields

Users with the appropriate permissions can use Custom Fields that have been added to a Project when creating and maintaining Metadata Search Fields templates and Metadata View Fields templates so you can include them in a customized search or view.

As with other types of Project settings, you can save Custom Fields to a set of templates for use in a new Project. Custom Fields are automatically prefixed with drcustom- and converted to all-lowercase, for example drcustom-mailheaderid . When working with Metadata Search Fields and Metadata View fields templates at the Project level, any Custom Fields configured in the Project are also available for mapping, appearing at the bottom of the metadata list; enter drcustom in the filter box to display them.

If you want to use a Custom Field in a freeform or other search of the imported Project data, surround the field name with single quotes.

Note: Custom Fields and Custom Field templates can be created and managed at both the Project and Organization levels, but are available for use in templates at the Project level only

To add a new Custom Field, use the New Custom Field option at the top of the page. The Description is optional, but it is a good practice to identify the purpose of each Custom Field you create, since you cannot edit or delete an existing Custom Field.

If you have the needed permissions, you can save your Custom Fields to a Project (or Organization) template by clicking the context menu icon () and selecting Save to Template.