Custom Fields

SuiteProjects Pro comes with standard fields but you may need to track additional information. You can add custom fields for specific object types to track this additional information.

Custom fields are used for a variety of purposes:

You can create custom fields to extend standard forms and track additional information.
You can create custom fields to extend the record data stored by SuiteProjects Pro. You can create custom fields for the user rate per project [Uprate] object used for project employee billing and project billing, for example. These custom fields are available through the XML API and SOAP API only. They are not available on any form.
SuiteProjects Pro also uses custom fields to support additional features and integrations.

Important:
Do not rename or amend custom fields that support additional features and integrations. Doing so would prevent the feature or integration from working as intended.

With the exception of custom fields for the user rate per project [Uprate] object, and unless the custom field is hidden either using the custom field properties or form permissions, custom fields for a record type are available in forms, lists and reports for this record type.

Custom field values for supported object types can be read or set using the SuiteProjects Pro API or user scripting. See Custom Fields (REST API), Custom Fields (SOAP API and XML API), and Custom Fields (user scripting).

To view the list of custom fields set up for your company's SuiteProjects Pro account, go to Administration > Global Settings > Custom Fields.

For steps to create or modify a custom field, see Creating and Modifying Custom Fields.

Custom Field Guidelines

Review the following guidelines:

Each custom field is created for a specific object type. The object type associated with the custom field cannot be changed after the custom field is created. For more information about object types supporting custom fields, see Record Types and Forms Supporting Custom Fields.
Several types of custom fields let you track different type information. You choose the custom field type when creating each custom fields. The custom field type cannot be changed after the custom field is created. For more information about custom field types, see Custom Field Types.
A custom field cannot be deleted if it has been used to store information. If you no longer need a custom field, make it unavailable by clearing the Active box in the custom field properties form.
You can create as many custom fields as you need. There is no set limit on the number of custom fields.
The SuiteProjects Pro software uses the custom field name you define to identify the custom field for operations such as reading and updating custom field values. Like most programmatic names, the custom field name must be unique and follow certain conventions, such as containing only alphanumeric characters and underscores but no spaces.
Customizations, integrations and additional features may use custom fields. Modifying custom fields supporting customizations, integrations or additional features may prevent them from working as intended.
Custom fields are grouped in one sequence on forms. You can control the position of the group of custom fields relative to standard fields, and the position of each custom field relative to other custom fields. See Custom Field Position.
You can control access to custom fields using form permissions, in the same way as you control access to standard fields. See Form Permissions and Permission Rules.