Custom fields let you capture information specific to your operation, such as campaign references, budget codes, approval dates, etc. Once added, they appear on the Info tab of whatever you added them to and can be used as filters.
Custom fields can be added to: Events, Projects, Assets, Clients, Client contacts, Opportunities, Incidents, Users, Vendors, Invoices, and Inventory.
Where to find custom fields
Go to Workspace Settings via the gear icon, then select the area you want to add fields to, for example, Events, Projects, or Clients. Each area has a Custom fields tab.
For areas with sub-types (Events, Projects, and Assets), you first select the type, for example, Install or Survey, then manage fields for that type specifically.
Adding a custom field
Go to the Custom fields tab for the area you want.
Click + Add field, then Add new.
Choose a field type and enter a name.
Toggle Read only on if the field should be visible but not editable by users.
Click Save.
Custom field types
Text | A single line. For short values like a job number or location name. |
Text area | A larger text box. For longer notes or descriptions. |
Number | A numeric value. For quantities, budgets, or counts. |
Date | A date picker. For deadlines, approval dates, or milestones. |
Single-select | A list where the user picks one option. For categories or status confirmations. |
Multi-select | A list where the user can pick multiple options. |
Checkbox | A yes/no toggle. For simple confirmations. |
Link | A URL field. For linking to external documents or pages. |
Organizing custom fields into sections
Fields are grouped into sections on the Info tab. Every area has a Default section that cannot be removed. You can create additional sections to group related fields together, for example, a "Billing" section for finance fields and an "Install details" section for on-site fields.
To add a section, click + Add section at the bottom of the custom fields page, give it a name, and save. You can drag sections and fields to reorder them at any time.
On events, each section has a Visible to assignees toggle. Turn this off to hide a section from field installers and vendors.
Using an existing custom field
For Events, Projects, and Assets, a field can be shared across multiple types without creating duplicates.
Instead of creating a new field, click + Add field → Use existing field and choose the field you want to reuse. The field appears on the new type while staying linked to the original.
FAQ
Can the same field appear on multiple event types?
Can the same field appear on multiple event types?
Yes. When creating or editing a field on events, projects, or assets, you can select multiple types. The field appears across all selected types and is managed as a single field; changes to it apply everywhere it is used.
Can custom fields be included in exports?
Can custom fields be included in exports?
Yes. Custom fields appear as available columns in export templates. Add them to your export template to include them in your data exports.
What does " read-only " mean?
What does " read-only " mean?
A read-only field is visible on the page but cannot be edited by users.
Can I hide a section from field installers?
Can I hide a section from field installers?
Yes, on Events only. Each section has a Visible to assignees toggle. Turn it off to hide all fields in that section from Lite users and Vendors. Full users always see all sections.