Skip to main content

Custom fields

The Custom fields tab lets you add your own business attributes to FoxPlan, on top of the standard fields. They then appear on project, card, story, risk and decision forms and feed filters and exports.

Settings → Workspace → Custom fields

Field definition​

For each custom field, you set:

  • Label — Display text (FR / EN as needed)
  • Technical key — Internal identifier, immutable once used
  • Type — Text, Number, Boolean, Date, Single-select list, Multi-select list, Reference-data list
  • Target entity — Project, Portfolio, Card, Story, Risk, Decision, Budget, etc.
  • Required or optional
  • Visible / Editable by role (combined with User access)

Form layout (edit groups)​

You can group fields into edit groups displayed together on the form. This helps structure complex forms (e.g. "Financial data", "Client information", "Compliance").

Best practices​

  • Choose the right type: a wrong type cannot be undone (e.g. a number stored as text won't aggregate).
  • Limit required fields: too many required fields slow input down and discourage contributors.
  • Prefix business labels to distinguish them from standard fields ("Biz_WBSCode", "Client_Ref").
  • Think exports: every custom field is exportable through the Datamart or the API.
Retroactive change

Changing the type of an already populated field does not erase existing values but may hide them. Prefer creating a new field and migrating data when needed.