Which fields in the Specifications tool can be configured as required, optional or hidden?
Certain fields in the Specifications tool can be configured as required, optional or hidden. For example, if you want to make a certain date required, or hide a section that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects. See Create New Configurable Fieldsets. After a fieldset has been created, custom fields can be created and added to the Specifications tool in the selected projects. See Create New Custom Fields.
Note: The Specifications tool must be active for projects in your account in order to create configurable fieldsets and custom fields for specifications. This feature is not available for specifications imported to the Admin tool.
The table below details which of the Specification tool's default fields can be configured for projects:
- A GREEN tick indicates the field can be configured to this setting.
- A RED 'x' indicates the field cannot be configured to this setting.
- A field name in GREY italics indicates the field cannot be configured from its default setting.