[NEW] Project template configuration (fields)

We’ve completely redesigned the Project Template Configuration page to improve clarity, flexibility, and user experience. This article walks you through all key changes and how to work with the new interface.

Structure

• Visible Fields: Displayed on the item page in the same order and layout as on the template page.

• Hidden Fields: Not shown on the item page.

Default Fields (Fixed)

• ID and Name:

  • Always visible

  • Cannot be removed, hidden, resized, rearranged or deleted

  • Can only be renamed

System Default Fields

• Can be hidden, renamed, resized, or repositioned

• Cannot be deleted

Custom Fields

• Can be hidden, renamed, resized, or repositioned

• Can be deleted

Limits

Adding new field

Click Add and choose field type

The field is added at the end of the Visible Fields list and the sidebar with field settings opens automatically

For all fields you can:

• Give a field name

• Resize fields using the Width option in the sidebar

• Define if the field should always appear first on the item page when other fields occupy more space and could displace it in the layout by enabling New line option.

• Move fields between visible/hidden sections by enabling/disabling Visibility switcher.

Re-arranging fields

You can re-arrange the fields by dragging and dropping them to needed position.

The fields movement follows the following logic:

• When a user moves a field A to a specific place, then a field B over which a user hovers is highlighted and when a user drops a field A, then all fields are automatically re-arranged with taking over the empty space depending on the width (1,2,3 columns span).

• If there is an empty space before the fields, then the fields are re-arranged from right to left with taking over the empty space

• If there is no empty space the fields are moved from left to right.

Showing/hiding fields

You can hide the field either by using the field setting in the sidebar or by dragging it to the Visible fields area (if you want to enable them) or to 'Hidden fields section, if you want to hide them.

In this case, fields are just disabled, but not deleted.

Adding Dividers ( ex. Groups)

To logically separate and group fields, you can use Dividers. To adв a divider, click Add Divider.

Divider is added at the end of the list. Give it a name.

Then, move it by drag and drop to any place to separate and group the fields.

Alternatively, you can keep it at the same place and just select fields in the sidebar that should be placed under the divider.

You can set if the fields under the divider should be shown or hidden on the item page by default.

Changes to the template apply when you click the Save changes button and become immediately visible on the item page.

Modifying fields in a live project

When you make changes to the project configuration in a running project, this can affect the existing items.

Once the layout is modified and fields are moved, the new layout is applied to both new and existing items.

Therefore, in case you remove fields from the view (click on the green dot), the field will not be displayed in any existing items. However, the information stored in this field (e.g. the selection value of a selection field) remains in the database and is displayed accordingly when the field is added to the view again.

However, if you delete a field, this field is also deleted from all existing items, including the data stored in this field.

When you change the order of the selection values in selection fields or add new selection values, this will be displayed in both new and existing items. No existing entries will get lost or modified by these changes.

Once you rename values from a selection field this renaming will be applied directly in all existing items.

i.e. if you change the priority from "high" to "1 - High" in a live project, "1 - High" will now be displayed directly in all items for which "high" was selected.

If you delete a value from a selection field in the project configuration, this value is no longer displayed as a selection in new items, but is not deleted from existing items. The deleted value is therefore still displayed in existing items where it was selected. When you then open the selection field, this value is highlighted in red to show that it no longer exists and you can simply select one of the existing selection values and track this change in the history.

Before deleting fields or selection values for items where these selection values are used, it is recommended to set the desired new selection values via a batch update or if necessary fill out new fields that are to replace the old fields. One quick way to do this, is to filter for the desired items (see Views) and select them with Ctrl+a and perform the desired batch update (see Item Grid).