Viewing custom fields

After creating or activating custom fields, you can find them in their relevant sections. See the sections below for the specific areas where the custom fields appear:

BOM Component custom field information

BOM Component custom field information appears when viewing the details of a component version in the BOM.

  • The Information icon (Information icon) can indicate that there are custom fields for this component and information for the custom field has been added. Hover over the icon to see whether Has Additional Fields appears which indicates custom field information is available.
  • Users with the BOM Manager, Global Project Administrator, Global Project Manager, or Project Manager (for the projects they are associated with) role can update or edit the values for a BOM Component custom field.

  • To add information:

    1. Click Options button and select Custom Fields and enter the information for the custom fields.


      Custom Fields dialog box

    2. Click Update.

  • Clicking the Information icon opens the Component Details dialog box which displays the added information.


    Component Details dialog box with added details

Component custom field information

Component custom field information appears when viewing the details of a component in the BOM. Users with the Component Manager role can update or edit the values for a Component custom field.

To view and add information:

  1. Click the component in your project. This will take you to the component version page.
  2. Click the component name.

    Component version page

  3. Click the Settings tab on the top right.

  4. Click the Custom Fields tab in the lefthand menu.

    Additonal Fields tab of the Component page

Component Version custom field information

Component Version custom field information appears when viewing the details of a component version. Users with the Component Manager role can update or edit the values for a Component Version custom field.

To view and add information:

  1. Click the component in your project. This takes you to the component version page.

  2. Click the Settings tab on the top right.

  3. Click the Custom Fields tab in the lefthand menu.

Project custom field information

Project custom field information is shown in the Custom Fields section of the Project Name Settings tab. Users with the Global Project Administrator, Global Project Manager, or Project Manager (for the projects they are associated with) role can update or edit the values for a Project custom field.

To view and add information:

  1. Click the Project Name on your Dashboard.
  2. Click the Settings tab on the top right.
  3. Scroll to the Custom Fields section of the Project Name page.

Project Version custom field information

Project Version custom field information is shown in the Custom Fields section of the Project Name's version Settings tab. Users with the Global Project Administrator, Global Project Manager, or Project Manager (for the projects they are associated with) role can update or edit the values for a Project Version custom field.

To view and add information:

  1. Click the Project Name on your Dashboard.
  2. Click the desired version of your project.
  3. Click the Settings tab on the top right.
  4. Scroll to the Custom Fields section in the Version Detail tab of the Project Name page.