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How to Select Project Fields for Multiple Stages?

Updated over 2 weeks ago

Previously, fields were tied to specific stages at the time of creation. Now, fields can be created independently and easily reused by dragging and dropping them into multiple stages as needed.

Note: To enable this setting, you need to turn on the toggle for the same in the Project Settings section.

Step 1: From the left-hand panel, open the “Manage Database” dropdown and select “Database.”

Step 2: Go to “Stages” and click “Project Fields & Stages”.

Step 3: Now, click “Stages” and select the job type.

Step 4: From the “Available Fields” column, you can drag and drop the required fields to any stage you want.

Note: A single field can be added to multiple stages; however, it can be editable in only one stage. In all other stages, the field will appear in read-only mode.

Step 1: Click "yes" if you want to keep it as ready-only.

Step 2: If you want to make that field editable in a specific stage, click the edit icon next to “Readonly”.

Step 3: Select the “Editable” checkbox and then click “Update”.

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