Project Types...

Hi all!

Is it possible to create different project types? We handle normal RFPs and collect data for those via custom fields, however we have different requests that we would like to start putting in the system that require different custom fields.

Is there a way to set this up?

Comments

Santina Deming

I'm realizing I posted this in the wrong area of the forum... my apologies!

Andrew Mersman

@Santina Deming Good morning! Are you asking for "conditional logic" that would make certain custom fields required on the intake or project "about" page required based upon project type?

Santina Deming

@Andrew Mersman Hi Andrew! Yes, this is exactly what I'm trying to do.

So for example, we have normal RFPs that require us to collect certain information. We also have totally unrelated requests that require us to collect entirely different information.

I've discovered that I can create a custom field that can only be used for certain project types. It's working for me so far, but I'm intrigued to see if anyone has any other solutions or methods to accomplish this!

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