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Edit a Project Form

Edit a Project Form

Owned by Matt Kepple
Last updated: yesterday at 1:42 pm

Project Templates were formerly called Project Forms or Project Categories

Once projects have been created using a particular Project Template, you cannot delete that Project Template. You can only edit it.

When editing a Project Template you can

  • add new fields to the Project Template

  • change the order in which fields appear on the Create/Edit Project page

What this article covers

How to edit a Project Template:

  1. Press the settings cog icon button in the Tools column next to the Project Form you want to edit

  2. In the dropdown list you will see the Edit button, click it

  3. You arrive on the Edit Project Template page

     

  4. The Available Fields column has a dark blue Add New Field button that appears next to the Search Bar. Click it to create a new field. The Create a New Field pop-up will be launched.

    image-20240528-125543.png

     

    1. The new field can be of the following types:

      1. Text

      2. Number

      3. Date

      4. Time

      5. File Attachment

      6. Section Title

      7. List

    2. Give it an Internal name/Administrative title. This is the name/title of the field.

    3. Give it a Displayed title. This is the name/title that will appear in the event category.

    4. Choose the Owner Type and set the privacy.

  5. Press Save

  6. The left column shows the Available fields: these are publicly available fields that you can add to your Project Template.

    1. If you want to create your own fields, you need to save your Project Template first and then go back and edit it.

      image-20240528-130842.png

  7. Fields you add to your project form will appear in the right column called Current fields

    image-20240528-131028.png

  8. Use the arrows to reorder the fields on your Project Form

  9. Certain fields cannot be removed because they are required by the platform when creating a project. These are:

    1. Name

    2. Editors (the system name for Project Managers)

    3. Reporters

    4. Observers (the system name for Project Members)

  10. You can also edit the field, by clicking on the Edit next to the name of the field. (This appears next to the existing fields and not the newly created fields.)

    image-20240528-131536.png

  11. A pop-up appears that lets you edit the name/title of how the field will appear in the project form.

    image-20240528-131705.png

  12. Once done editing, press Save. The change will be reflected in the Fields on your form

    section.

    image-20240528-132142.png

  13. Press Save to create your Project Template

  14. You arrive back on the Manage Project Templates page

 

How to add extra information to a project

Now that you have edited your Project Template, you will see the additional fields you’ve added on the Create Project and Edit Project pages of every project that uses that Project Template.

Add additional project information to a project's profile

 

Restrict options based on a previous question

  • When a Dropdown is used on a project category (the form that's used to create a project), you can restrict the options that are available in a dropdown list based on the answer that was given to a question that appears earlier within that project creation form. Here's how to do that: Restrict Dropdown options using Parent List