Manage Custom Fields in a Template

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

Custom Fields can be used in Projects when creating and maintaining Load File Import templates, Export Fields templates,Metadata Search Fields templates, and Metadata View Fields templates. They are included in a Project when it is created by specifying a Custom Fields template in the Settings section, and can be added later using Project Settings > Custom Fields.

Custom fields templates are created and maintained by the Organization Administrator using Organization Settings > Custom Fields. They can also be added when Users at the Project level save the Project's current Custom Fields to a template. Regardless of origin, all templates are available to be selected at Project creation

Select a Custom Fields template in the Templates pane to list its current contents; you can add a field to it by clicking the New Custom Field button. You cannot modify Custom Fields in or remove them from an existing template (or a Project).

The options available from the context menu, displayed by clicking the icon () to the right of the template name, are as follows:

  • Save to Template — Save the currently listed Custom Fields to an existing or new template. If you select an existing template, its current contents are overwritten by the fields you are saving.

  • Set as Default — By default, the Custom Fields in the Default Custom Fields Settings template are added to a Project when it is created, but any other existing template can be selected. To make a different template the default when Projects are created, use this option.

  • Edit — Change the name and/or description of the template.

  • Delete — Delete the template.