Create Custom Fields (v10.xx)

Cerri Project can be customized through simple setup actions, allowing administrators to add custom fields and generate reports based on them. [Admin] access is required for this functionality.

Custom fields can be defined for any Cerri Project form, including "generic documents." These fields will appear in the "Customization" tab of the corresponding forms. Custom fields are supported in the Portfolio, Project and Resources databases.

Example Use Case: Let’s say you want to add custom information to cost entries in Cerri Project. For example: Whether the cost was budgeted; if it is a one time or recurring fee; and supplier details.

1. Access the admin module of the database where you wish to add custom fields.
   
2. In the [Setup] tab, select "Additional fields" from the contextual navigation menu.
   
3. Click [Create-Additional Fields] from the action bar menu.
   

The form for defining additional fields will open. First, specify for which form, generic document, or document template you want to add fields. In our example choose "Cost."

To add field groups: Click "Add New Group" to organize your fields in sections.

To add fields: Click "Add new field definition".

For each new field, define: Name, label, type of field, corresponding option, font size used to display the field and whether the field should be mandatory.

Field		Use
Name		Unique name for the field. Cannot contain any spaces.
Label		Display text for the field label.
Type		[Text] = Single-line free text entry, maximum of XX chars. [Long Text] = Multi-line free text entry, maximum of XX chars. [Number] = Numeric entry. [Date] = Date format entry with calendar widget [Mono Value list] = Dropdown single selection [Multi Value list] = Multiple selection [Switch] = Boolean value widget
Options	Text	RegX. Standard regulation expression for the validation of user input. For instance, [0-9A-Z]{4} User must enter 4 chars (only numbers and capital letters are admitted).
	Long Text	Free text entry up to 240 chars.
	Number	Minimum and maximum values.
	Date	Minimum (not before) and maximum (not after) date values.
	Mono-value list	List of possible values.
	Multi-value list	List of possible values.
	Switch	Text value if "Yes." Text value if ""No."
Size		Font size for field display.
Mandatory		Specify whether field is required (Yes / No).
Delete		Use the trash icon to remove the field definition

You can create additional groups for better layout organization by clicking "Add New Group" again.

Use the [Preview] tab in the "Additional fields" form to test how the fileds will display. Click « refresh preview » if needed.

As a final check, create a new cost entry and inspect the [Customization tab] to verify your custom fields are visible.

Custom fields are also available in configurable views, enabling tailored reporting.

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