Custom fields allow you to add additional information fields that are not available by default in Beeye. They are useful to accurately represent your business processes in the app.
The actions presented in this guide are performed in the Custom fields tab under the Configuration section
Create a custom field
To create a custom field, click on the Add a custom field button located under each field category.
This will invoke a sidebar at the right of your screen in which you’ll be able to enter all the information regarding your new field.
In the sidebar, you’ll find the following information :
1. Name of the field
2. Field object : you can choose to assign this field to a project (e.g. supplier’s delivery date) or to a deliverable (e.g. given budget for a specific deliverable)
3. Type of field : You can create different types of custom fields in Beeye that each contain specific information. To learn more, please visit the guide Understand the different custom field types.
4. Field visibility : When this box is checked, the field becomes visible for all users in your company within Beeye. When it’s unchecked, the field remains hidden (this option is generally used to integrate Beeye with other tools).
Once all of your information has been entered, click on the Save button at the bottom of the sidebar to complete the field’s creation. It will now appear in the category in which you clicked on the Add a custom field button.
Edit a custom field
To edit a custom field, click on the Pencil icon located at the far right of the line containing the field you wish to edit.
This action will invoke a sidebar at the right of your screen in which you’ll be able to enter all the information regarding your new field.
Once all your changes are completed, click on the Update button to complete the changes.
Move a custom field to another category
You can move a custom field from a category to another simply by using the drag and drop method.
To begin, click on the field you wish to move, then, while holding your mouse’s left button, move the field under the category you wish to place it in. Let go of your mouse button to release the custom field at the desired spot.
Delete a custom field
To delete a custom field, click on the Bin icon located at the far right of the line containing the field you wish to edit.
Your browser should now display a pop-up window prompting you to confirm the removal of your category. Click “OK” to confirm.
Managing your custom fields categories
Create a category
To begin, click on the Create new category button displayed on the top left of your screen.
The new category will appear below and you'll be able to edit its name. Once you've made your modifications, press Enter on your keyboard to save your new category.
Change a category
To modify the name of a category, just clik on the pencil icon on the right of the category.
You'll then be able to edit its name. Once you've made your modifications, press Enter on your keyboard to save your new category.
Delete a category
To delete a category, just click on the bin icon on the right of this category.
Your browser will open a pop up window asking you to confirm this category deletion. Just click OK to confirm your choice.
Bear in mind : if the category you wish to delete contains custom fields, they will not be deleted but rather automatically moved to the “Without category” section.