User Defined Fields

Merlin allows you to define your own custom fields in a project. These fields can be used with different items in:

  • Projects
  • Activities
  • Resources
  • Elements

You can manage and edit the User Defined fields in the Inspector. For each of the objects mentioned above, you will find the corresponding section in the Inspector behind the second to last tab - User Defined Inspector.

Columns in the Outline: The User Info fields can be displayed in the outline as columns. You will find how to activate/deactivate the columns in the section View Options

Fields in the Netplan: User Info fields can also be displayed as fields in the Netplan boxes.

Search: User Info fields can be searched for and also used in the search editor. You will find more information regarding the search here.

How to create a user defined field

You can create any number of user defined fields using the inspector user defined field tab.

  1. Select the object type you wish to add the user defined field to
  2. Press the "+" button to add an user defined field to the list
  3. Enter the value of the "key" to identify the field uniquely
  4. Click the gear wheel to select the type of data you want to restrict the user defined field to
    • Text (default)
    • Number
    • Currency
    • Date
    • Date with Time
  5. If you want, you can enter a value

You can delete any user defined field using the "-" button or pressing the "delete" button.

Changing the type of an user defined field

You can change the user defined field data type. However, the contents will be lost. The contents can only be maintained when a field is changed into a text type.


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