Custom fields Made Easy – Create, order, and implement new fields and values to your custom fields in regards to your Marketplace, Tasks & Projects, and Payments! Custom field options with the Field Editor. Edit options in place, order options by drag and drop, set default options, and more!

TABLE OF CONTENTS


Custom Field Templates


Admin users will be able to access the following “custom filed templates”:

  • Job Openings
  • Tasks
  • Projects
  • Payments
  • Payment line items (if enabled in your environment)


You will use the specified custom field template to create a new custom field




How to Add a New Value to a Custom Field


  1. Click on your profile picture or initials icon at the bottom left-hand corner
  2. A pop-up will appear and you will click on Settings
  3. Click on Custom fields
  4. You will be presented with the relevant Custom Field templates mentioned above
  5. Click on the template that you would like to add a new value to and then click on the field where the new value will be added
  6. Add the new value and then click SAVE
  7. That's it! You did it!


Check out this interactive step-by-step guide on how to add a new value to a custom field


How to Remove a New Value from a Custom Field


  1. Click on your profile picture or initials icon at the bottom left-hand corner
  2. A pop-up will appear and you will click on Settings
  3. Click on Custom fields
  4. You will be presented with the relevant Custom Field templates mentioned above
  5. Click on the template that you would like to remove value to and then click on the field where the value will be removed
  6. Click the "X" next to the value and then click SAVE
  7. That's it! You did it!


Check out this interactive step-by-step guide on how to remove a value from a custom field



The particular custom field template that is being utilized will be affected if a value is removed. For instance, the system will "look" for the value and fall back to not being able to save the task if you remove a value from the Task custom field template. You would need to add a value to the appropriate field within the task to fix this. If you have any questios on removing a field please reach out to support@worksuite.com


Support / Resources


Have questions on the Global Custom Field Editor?


Click the Help button in the bottom right to chat with our amazing Support team. We also have a full knowledge base with How-To guides and best practices for the Worksuite Platform — that's where you're at now! 


For more info on the Worksuite platform, resources, and support, please contact your account manager or reach out to support@worksuite.com 


Learn more:

Settings Overview

User Permissions and Access