Adding Custom Fields in Transmittals

This article explains how to create and customize Transmittal Form Templates by adding Custom Fields in the Portal Settings. It also covers how to apply these templates in your Project and view the data in Custom Fields in the Transmittal details.

What are Custom Fields in Transmittals?

Custom fields allow you to capture additional information in a Transmittal that’s specific to your Project’s needs. These fields can be added to your Template and appear when users create or view Transmittals in the project.

They help standardize data collection, ensure consistency, and improve project traceability.

When You’d Use It

• You need to include project-specific information (like internal codes, document stages, or comments) in your Transmittals.
• You want to tailor the Transmittal form to suit your organization’s documentation standards.
• You want to ensure consistent data entry across all project teams.

Access Portal Settings

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• Navigate to Portal Settings.
• Select Form Template.
• Choose Transmittals.

Create a New Form Type