Custom fields allow you to add and filter information specific to your organization.
❗️These fields and input data can be viewed by all users across your account with Planner access.
Please be mindful of this when deciding what fields you want to create in Runn.
Examples may include:
People | Projects |
Location | Project type / category |
Business unit | Probability of closing |
Visa status | Status |
Direct reports | Risk rating |
Project interests | Priority |
Hire Date | Delivery Date |
Completed Training | Approved for Release |
Types of Custom Fields
Type | Filterable |
Single Select | Yes |
Multi - Select | Yes (and/and & and/or) |
Date Fields | Yes (Exact & Range) |
Text Field | Yes (Contains & Exact) |
Checkbox | Yes (Positive or negative) |
Using Custom Fields
Planner
If the field has "Include details on Planner" ticked, you can also view the details from the planner by hovering over the "i" icon next to the person or project.
Custom fields let users get even more precise when narrowing down people and projects in the planner.
All custom fields are filterable in the Planner
Find out more about filtering rules here.
Dashboards
All details will now be viewable in the Details section of the Project and People dashboards.
Reports
In the reports, select which fields to include from the Column button.
You can also group by any Single Select Custom Fields
All custom field details can also be included in CSV exports.
Setting Up Custom Fields
Creating Custom Fields
Only admins can create and edit custom fields.
Go to Manage > Custom Fields
Click New Custom Field
Choose whether the field is a people or project field
Choose the Input Type
Text fields are free text (maximum 100 characters).
Single select allows you to choose one option. You can filter and group data by single select fields.
Multi select allows you to choose multiple options. You can filter data by multi select fields. Grouping by multi select fields is supported on the Planner only.
Checkbox has yes/no responses. You can filter by "Yes" or "No". Grouping by checkbox fields is not supported.
Date allows you to enter a date to the field. You can filter by the exact date or a date range. Sorting by custom date field is not supported.
Enter a field name
(Optional) Add a description for the field. This will only appear in the Custom Fields Manage page.
Tick the "Include details on Planner" checkbox if you want the details to be shown on the planner
Make filterable on the Project/ People Planner
When creating a Project Custom Field, tick the "Make filterable on the People Planner" checkbox if you would like to filter people on the People Planner using this custom field (e.g. I want to filter people to see who is working on projects associated with "Australia" under the "Client Location" custom field)
When creating a People Custom Field, tick the "Make filterable on the Project Planner" checkbox if you would like to filter projects on the Project Planner using this custom field (e.g. I want to filter projects to see which project has people associated with "Canada" under the "Employee Location" custom field)
Click Create
Note: If you need a custom field that applies to both people and projects, you'll need to create separate fields (e.g. People Location, Project Location).
Once your single and multi select fields have been created, you can also add further options directly from the Custom Fields Manage page.
Edit Ordering of Custom Fields
Once you have set up the custom fields, you can customize the ordering of the fields under Manage > Custom Fields > Edit Ordering
The ordering of the fields as they appear in the Project or Person Details will be based on your customized ordering.
Adding Custom Fields to People & Projects
Admins and Managers with the right to manage projects/people can populate custom fields on people and projects.
All custom people and project fields will appear in the corresponding New and Edit modals.
To fill in the fields for existing projects and people in Runn:
Navigate to the Edit modal for each person / project
Fill in the field.
If it's a text field or checkbox, type into the name field name
If it's a single or multi select field, click and choose from the options listed
Note: Any people custom fields will also be added to placeholder forms.
Editing Custom Fields
Only admins can edit custom fields.
Go to Manage > Custom Fields
Click the 3-dot menu on the field
Select Edit
Update details
Click Save
Deleting Custom Fields
Only admins can delete custom fields.
Deleting a custom field will remove it from all people and projects, and it will no longer appear in reports. The data will no longer be available in Runn.
Go to Manage > Custom Fields
Click the 3-dot menu on the field
Select Delete
Confirm and click Delete Field
Delete Options of Single Select or Multi Select Custom Fields
Deleting an option under a Single Select or Multi Select custom field will remove it from all people and projects, and it will no longer appear in reports. The data will no longer be available in Runn.
Go to Manage > Custom Fields > Identify the Custom Field Option
Hover your cursor on the custom field option > Click on the 3-dot icon
Select Delete
Select Delete Option
