Managing Projects → About Projects → Project Settings → Fields Page Settings
You can view all fields in a workflow and manage selections for User, Multi-User, and Multi-Group fields. This includes adding, deleting, and enabling or disabling selections. You can also set default values for these field types if overrides have been enabled for the field in SBM Composer.
You can override certain field properties for projects. For example, you may want a field to be required for one project but not in other projects. Changes made to fields in projects impact all states and transitions in the project and sub-projects unless you override field settings at a lower level.
Transition fields offer great flexibility as users move items through the process. Changes made to transition fields impact that transition only, but are inherited by transitions in sub-projects unless you further override the transition field at a lower project level.
You can reorder fields for individual states. This reordering is inherited for states in sub-projects unless you further override the state fields at a lower project level.
Fields are sorted by section by default. To navigate the fields list:
Sorting fields in the list does not impact field order on quick forms. To reorder fields on custom forms, click the Reorder Fields button when you are adding or editing a project.
Click to discard changes made on the page.
For fields in projects, click this button to override inherited field order. For details, refer to Reordering Fields.
Click to refresh the page to its last saved state or to update the page after a deployment or promotion.
Click to open a graphical view of a workflow. When you are adding or editing a project, click this button to view the workflow assigned to the project.
The following options enable you to work with fields in the list:
Filter the list of fields in the grid by selecting a privilege section from the list.
Select this option to display the Show All Overrides column, which enables you to view the source of overrides that are explicitly applied to each field throughout the system. You can use the Show All Overrides column to view the SBM component (SBM Composer or SBM Application Administrator) and the source element (workflow, workflow | transition, project, or project | transition) where the override is set.
Type a field's display name in the box, and then click the Search icon. The grid is filtered to show fields meeting your search criteria. Searches are case-insensitive.
Each field's display name is shown.
Shows the field's type, such as Text, User, or Date/Time.
For projects, select this check box to override field properties inherited from the parent project or workflow.
Indicates the section in which each field resides.
Indicates that users are required to provide a value for this field. If a value was previously set for the field, the field label appears in green, italic text on forms.
Indicates that users can view but not edit the field.
Indicates that the field is available when users mass update items in a project. Mass updates allow users to simultaneously transition, update, or delete multiple primary items and to simultaneously update or delete multiple auxiliary items.
Displays the default value for each field. Default values can be set or overridden for most field types in projects. For workflows, you can set default values for User, Multi-User, and Multi-Group fields if overrides were enabled for them in SBM Composer.
To modify a field's default value, select the field's row, and then click Details.
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