Custom Fields

Custom Fields are an easy way to individualize your InLoox account. You can create custom fields for InLoox Projects, Tasks, Mindmap nodes, Planning, Time, Documents, Budgets and (Budget) Line Items. 

You can select from the following types of custom fields:

• String: for text
• Datetime: for dates
• Integer
• Decimal
• Boolean: for checkboxes
• List
• Currency

Per default, a custom field is always visible. If you want to change that, you need to set a specific rule for the display of a custom field in a given section of InLoox. You may also set a default value for the custom field.

PLEASE NOTE In order to create custom fields, you must have admin-permissions for your InLoox account. Custom Fields are only available in the InLoox Enterprise and InLoox On-Prem editions.

How to create a new custom field

Video tutorial: Create custom fields »

To create a custom field, please follow these steps:

1. In InLoox Web App, click on your profile picture in the bottom left corner.
2. Click on Account Settings.
3. Click on Custom Fields.
4. From the tabs, select the InLoox section where the custom field should be dispayed, e.g. the manage-site of the project.
5. Now, click on the button New to open the editing window to add a custom field.
6. Type in the name of the custom field.
7. Select the type of custom field from the drop-down menu.
8. Click Save. The custom field is now created and is per default "always visible".

Pro Tip: Project Traffic Light If the light’s red, the project’s in trouble – it’s as simple as that. With the project traffic light in InLoox, you can instantly see which projects demand your full attention. In this blog post, we’ll show you how to quickly and easily set up the traffic light using a custom field.

How to set a display rule for a custom field

After you have created the custom field, you can set a specific rule for when it should be displayed.

1. Click on "Always visible" to open the editing window Set Display Rule.
2. Select a dataset for the rule, e.g. Client name.
   

   

3. Enter a regular expression for the rule, e.g. XYZ Corporation. To test your regular expressions you can use the field Test. To test more complex regular expressions use e.g. regex101.com.

How to edit or delete a custom field

You may edit the fields Name, Default Value and the Rule of an existing custom field. Simply click on it and edit it. You may not change the type of an existing custom field.

To delete a custom field, simply click on the Trash-Icon next to it and click Delete to confirm the deletion of the custom field.

Searching custom fields of the type List

Since InLoox 11.14, you can search through existing custom fields of the type List. This is particularly useful for accounts with a large number of list entries of this type.

1. In the InLoox settings, click on Custom fields and select an InLoox area, e.g. Projects.
2. Click on the list icon to call up the custom field of the list type for editing.
3. Now enter the name of the list entry you are looking for in the search field at the top right.