Assign Custom Field to Other Space or Folder
Currently you can create a formula based custom field in each space but there doesn't appear to be any way of adding that same field to other spaces. You have to recreate it from scratch in each space.
In my case I have a Sales space and a Active Projects space. In this example, let's say I create a calculated custom field that is Effort Value, which is the amount of Effort times the rate I assign to that task in another custom field, which gives me the budget value in dollars of that task. For example, the task is Design Discovery and I say it is 80 hours of effort at $200 per hour. The calculated field shows me that the Effort Value is $16,000. I use this for budget purposes.
However, now that I have this custom field in Sales, I can't add it to the Active Projects space; it isn't an option. I have to create it from scratch with the same properties and settings all over again; for each space I want to have it in.
I believe that a standard custom field will show up in the drop down list as an option to add to another space, but for some reason formula fields are not listed as an option. This is a pain when I am creating a number of calculated fields with conditional markers and such that I want to use in multiple spaces.
Is there a way to include these as options to add to other spaces so I don't have to recreate them from scratch multiple times over?
Hi Jason Pontius!
You can add an existing custom field to a different Space / project through the Table View. Click the + sign that appears in the right hand corner of the table and type in the name of the field you'd like to add to this Space. The field you'd like to add should appear in this box.
Hope this helped! If you have any other questions, be sure to let me know.
Hugh, thank you for that tip. That is a very hidden way to add custom field that otherwise does not show up in the manage custom fields list with the rest of them. This is inconsistent, as other fields are available in the list, but certain formula fields are not. Doesn't make sense that I can add them in Table view on the columns but not through the dialog to add custom fields.
Hey Jason Pontius, thank you for passing on this feedback for adding custom fields. It's been shared with the Product team.