View custom field template details
- Last UpdatedJan 04, 2024
- 2 minute read
To view the details of a custom field template:
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Navigate to the Best Practice Library for the Organization, business unit or project/dept.
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Select the Custom Field Templates tab.
The Custom Field Templates page is displayed.
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Click the name of the custom field template you want to view.
Alternatively, click the
drop-down arrow for the template and select
Details from the menu.
The View Custom Field Template page is displayed.
Field
Description
Short Grid Column Title
The short name of the custom field template, for use in column headings.
Name
The name of the custom field.
Type
The type of the custom field.
Mandatory When Displayed
Whether the custom field must have a value when it is used in a communication.
Confidential Access
Whether the custom field is confidential.
Visible on Contractor Portal
Whether the custom field is visible on the Contractor Portal.
Read Only
Whether the custom field is read-only.
Always Editable
Whether the value of the custom field can be edited regardless of the state of the communication, i.e. so that it can be edited when the communication is no longer in Draft.