Action Custom Fields

For users with instance administrator permission.


If there are specific fields you use often for actions, you can configure custom action fields. Click the Administration icon at the top, and choose Action Custom Fields


This opens the Default Action Custom Fields page, where you can use the Add New button to add fields that will appear in new actions. (Existing actions will not be updated to have these fields.)


In this example, there are two action fields related to budget.


Once action custom fields are applied, they will appear in new actions. In this example, a new action was added to a program, via the New Action button.


When viewing the action, the fields appear in the Action Custom Fields section. Each can be deleted, or edited to change its name or fill in its value. You can also use the Add Custom Field button to add more fields to this action only.