Create and edit custom fields
Content
Creating custom fields according to rules
Create custom fields
If you have administrator rights for InLoox, you can create your own custom fields, which you can show in the following areas of InLoox:
- Tasks
- Budget items
- Budgets
- Documents
- Mindmap nodes
- Mindmaps
- Planning
- Projects
- Time
1. in Outlook, click File and InLoox Options.
2. click General, Custom fields and then New to create a new type of custom fields.
3. Name the new Custom Field and select the placement, i.e. where in InLoox the field should be displayed.
4.Then select the type of the custom field. You can choose between Text, Date, Integer (number), Decimal, Checkbox, List or Currency.
5. Then enter the default value that will automatically appear in the custom field. Click the edit icon to open the window for editing the default value. In this example, the custom field type for the custom field is Risk List and the default values are High, Medium and Low. InLoox users can select one of these three values in InLoox projects, for example, to highlight high-risk projects.
You can allow InLoox users to leave the custom field blank by checking Allow blank selection.
In the List type, InLoox users can add custom values without having administrator rights. If you want InLoox users to be able to use their own values, check Allow users to add new elements.
Note that allowing this type of customization can cause confusion.
6. Select Always show if you want the custom field to be a default field in every project. Select Show only if to cause the field to be displayed only when the rule you set applies. See below for instructions on how to do this.
7. If you want to delete custom fields, select the field in the summary list and click Delete.
Create custom fields by rules
Note: You need administrator privileges to create custom fields.
Note: The department support is only available in InLoox Enterprise.
Similar to the document structure, you can create your own fields by rules. This is handy because, for example, not every field is relevant for every department. Now, if you have a lot of custom fields, it can be difficult to lose track of which fields are mandatory and which are optional. With this new feature, you can now specify which fields are automatically displayed for which department.
Example:
In the marketing department, documents are often created that go through various approval loops before they are released for publication. Here, it's handy to have a dedicated field in the documents to mark the processing status of each document. This is how you create this rule:
1. open the InLoox options: File >> InLoox Options
2. under General click on Custom fields
3. to create a new field, click on New
4. the editing window opens
1. give your user-defined field a meaningful name, e.g. "Processing status of documents"
2. choose in which area of InLoox you want to place the field. In this case, select Documents
3. select List as the type
- Click on 
to enter the list entries
- For example, enter "in progress" as the first item. Confirm with the Enter key or by clicking on the green plus sign.
- Further entries could be e.g.: "Waiting for release" and "Final".
- Select which value should be selected by default. In our case this is "In progress
- Confirm with OK
4. Now define your rule. In the editing window select "Show only if".
5. click on Fields and select "Department"
6. Now enter the exact name of the department, i.e. as it is stored under the "Departments" item in the InLoox settings. In this case it is "Marketing".
5. Now confirm with OK. You will now find the newly created field in the list of user-defined fields