Save Action Card custom field inputs in Action Card templates
complete
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Andi Bilton
Today, you can save project custom field inputs in project templates, but the same behavior does not apply for Action Card templates.
It would be helpful to be able to save Action Card templates that have custom fields already filled in.
For example: if an Action Card template is set up for "Creative" jobs, it would be helpful to have a custom field already saved in the template titled "Job Type" and filled in as "Creative".
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K
Kelley Bunge
complete
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Lindsey Skocelas
Kelley Bunge: Can I get more information on this please?
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Kelley Bunge
Lindsey Skocelas: Yes! When you create or edit an action template and add a custom field, you will now se the option to fill in the field. Once applied, the field will be automatically filled with the set value.
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Lindsey Skocelas
Kelley Bunge: I am confused as to how this was different from how it was already working. I set up many custom fields and they all show up in the actions cards when turned on. I was hoping this was more tailored to only having certain ones in certain action cards. Is there a help section yet on this? Maybe I am just not following you.
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Kelley Bunge
in progress
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Kelley Bunge
under review