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Add Filter for Custom Fields in Project List

Pablo Ojeda

AllianceBernstein has two custom fields that pull information from Salesforce: Service Name and Organization. They would like the ability to filter these fields when searching the projects list, but this option is currently unavailable.

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Future consideration

Status: Future consideration

Comments

Khalees V

@Pablo Ojeda Understand the Customer's ask. I will keep you informed once we add to roadmap.

Khalees V

https://rfpioinc.atlassian.net/browse/RES-144036

Khalees V

@Pablo Ojeda Update - To bring search by text based custom fields, the effort and impact is huge. Hence we will not be able to commit a timeline in 2025. If this is critical for customer, i would recommend you to reach out to Bharath for further discussion.

Erica Nelson

@Khalees V @Bharath S - By chance, is this one 2026 roadmap? AllianceBernstein is inquiring as they would like to filter on customer fields in projects and archives. Thanks!

Khalees V

Hi Erica, Not in Hq 2026. If we plan to consider in H2 2026, i will let you know.