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How Do I Manage Custom Project Fields in AQ?

Manage Project Field values, sort field lists, and select which Project Fields are required in AQ.

How Do I Manage Custom Project Fields in AQ?

The ability to set custom fields makes AQ a powerful workflow management tool, allowing you to create standards for managing the way your organization works.

This article covers:

  • Project Fields Administration
  • Modifying and Sorting Fields
  • Required Fields
Project Fields Administration

Note: All Project Field-related management happens in Admin Settings.

Step 1 — Open Admin Settings.

Click Admin Settings in the Navigation Bar.

IMAGE_1_AQ_Admin_Settings_Navigation

Step 2 — Open Manage Fields.

Select Manage Fields in the top ribbon.

IMAGE_2_AQ_Manage_Fields_Ribbon

Modifying and Sorting Fields

You can customize the information displayed in Project Fields by adding new values and removing fields from the lists.

Initially, there are default values applied to the Status and Marketing Category fields.

Note: Default values can be removed.

Add Values

  1. Go to Admin Settings and click the Manage Fields icon on the ribbon to open the Project Fields window.
  2. Select the Project Field on the left that you want to add the new value to.
  3. Click Add a new value.

You will see your new value appear in the list.

IMAGE_3_AQ_Add_Project_Field_Value

Remove Values

  1. Go to Admin Settings and click the Manage Fields icon on the ribbon to open the Project Fields window.
  2. Select the Project Field you want to remove the value from.
  3. Hover over the selected value.
  4. Click the X that appears to the right of the value to delete it.

Note: Default values can be removed.

IMAGE_4_AQ_Remove_or_Sort_Project_Field_Value

Sort the List

  1. Click the name of the value you want to sort from your values list.
  2. Click the arrow to the right to move the value up or down.

Note: You can also drag values up or down.

Required Fields

Admins can select which Project Fields are mandatory on all projects.

The following fields can be marked as required:

  • Project Name
  • Project Address
  • Customer
  • Code
  • JobRef
  • Status
  • Marketing Category
  • Custom Filter

You can rename the Custom Filter under Manage Fields.

Make Project Fields Required

  1. Go to Admin Settings.
  2. Click the Company Settings icon on the ribbon.
  3. Select Required Fields.

IMAGE_5_AQ_Company_Settings_Ribbon

Select the Project Field or fields you want to be required.

When selected, required fields are indicated by a check mark.

IMAGE_6_AQ_Required_Fields_Settings

Additional Notes

The New Project dialog will update when the following fields are marked required:

  • Project Name
  • Status
  • Marketing Category

IMAGE_7_AQ_New_Project_Required_Fields

As the Project Name field is required, it must be filled out before a project can be created.

If selected, the Customer, Status, and Marketing Category fields will be required to save a project, but are not required to create the project.

Selecting the X on the message will bypass those fields for now and allow you to start work on your project.

IMAGE_8_AQ_Required_Fields_Bypass_Message

Users will be prompted to fill out any required fields before the project can be saved.

IMAGE_9_AQ_Required_Fields_Before_Save

Watch the Video

AQ Basic Training Chapter 10 — Project Navigation & Toolbars