With Custom Fields, Super Admins can create additional fields for idea and project cards, allowing idea box ownersor project managers to include relevant information for better comparison and decision-making. These fields complement the default required fields, making it easier to store and organize important data about ideas and projects.
Accept Mission offers 8 different types of custom fields, enabling a wide range of configurations to fit specific needs.
Examples of Custom Fields
Use case: Label (type)
Risks: Low, medium, high (dropdown)
Complexity/size of project: Scale from 0-10 (number field)
Is input required from external users? Yes/No (short text field or dropdown)
Approval needed from which manager/department? (dropdown)
Approval status: Yes/No (dropdown)
Implementation date or time: Numbers, time, date picker
Project hours spent: Numbers
Problem description field: Long text
Critical success factors: Long text
Necessary steps in the process: Long text
You can find Custom field in "Settings" environment.
With Custom Fields, you can create additional text fields, custom criteria, dropdown options, number fields, date/time pickers, and percentage boxes for idea and project cards. These fields allow you to capture and structure relevant information efficiently.
Understanding Custom Fields
ADD – Opens a pop-up window to create a new custom field.
Label – Provides a short title for the custom field.
Type – Defines the format of the custom field (e.g., text, dropdown, number).
Tooltip (?) – Allows you to add a brief explanation of the required information.
Custom Fields in the Idea Card Detail Page
A "Custom Fields" tab has been added to the Idea Card detail page. This tab allows users to enter and manage the requested information for each idea, ensuring that all relevant details are properly documented and structured..
Viewing and Managing Customer Fields in the ''IDEAS'' List View
In the "IDEAS" list view, you can view, sort, and compare the collected content from the custom fields you have created. To see all custom labels, scroll horizontally from left to right. This allows for a clear overview and better comparison of ideas based on the additional data fields.
