ForemanFOREMAN

Custom fields

Add your own fields to contacts, projects, and cost items — text, numbers, dates, choices, checkboxes, and links — so Foreman captures exactly what your business tracks.

Foreman captures the essentials out of the box — but every company tracks a few things of its own. Custom fields let you add your own questions to contacts, projects, and cost items. Set them up once, and they appear on the create and edit forms for everyone in your organization.

Open custom fields

  1. From the sidebar, open Organization settings.
  2. Click the Custom Fields tab.

Don’t see this?

Custom Fields is an owner-and-admin tool — it only appears if your role includes managing custom fields. Everyone else still fills the fields in; they just can't add or change the definitions.

Add a field

  1. Pick which kind of record the field belongs to using the tabs: Contacts, Projects, or Cost Items.
  2. Click New Field.
  3. Give it a Label — what you want it called, like Permit Number or Warranty Expiry.
  4. Choose its Type:
    • Text — a single line of text.
    • Number — a numeric value.
    • Date — a calendar date.
    • Choice — pick one from a fixed list. Add each option and press Enter.
    • Checkbox — a simple yes/no toggle.
    • Link — a web URL.
  5. Turn on Required if it should always be filled in (not available on checkboxes).
  6. Click Create.

Note

Pick the type carefully — a field's type is locked once it's created. To change it, delete the field and add a new one.

Where your fields show up

Custom fields appear in a Custom Fields section on the create and edit forms for whichever record you attached them to:

  • Contacts — near the bottom of the contact form, under Notes.
  • Projects — on the project form, under Notes.
  • Cost Items — on the cost item form, below Margin.

Anyone in your organization who can open that form will see and fill in the fields.

Edit or remove a field

  1. On the Custom Fields tab, pick the entity tab the field is on.
  2. Click the edit icon to change its label, options, or whether it's required, then click Save Changes.
  3. Click the delete icon to remove it. Deleting takes the field off future forms; values you've already saved stay in your data but are no longer shown.