CONTENTS

Create a Custom Field

If you want to create a custom field you can do so in Project Settings. 


Note, this guide steps you through creating a new field. Once you've created it, you still need to add your new field to the desired Card Category before you will see it on your Cards. This step is covered in "How do I add fields to a Card?".


Go to Project Settings:

1. Click your avatar on the bottom-left to open the User menu.

2. Select "Project Settings".

3. Click on the "Fields" tab. All the default fields and custom fields for your project will be listed.

4. Click the + button on the top-right.

The "Add New Field" dialog will open.

5. Enter a relevant "Field Name".

6. From the "Field Type" drop-down menu select from Text, Date, Number, Choice, Multiple Choice, True/False, Related Item, User or URL. The options will be different depending on the Field Type that you select. Creating each Field Type is explained in detail below.


New Text Field

A text field allows text to be entered, up to 200 characters. In the following example, the text field's name is "EP Headline" and some text has been entered into the field on a card. 

Field Name: enter a relevant name.

Field Type: select "Text" from the dropdown menu.

Click "Confirm".


New Date Field

You can choose a regular Date or a Date of Birth (D.O.B.). 

Regular Date fields are useful for shoot dates, air dates, next meeting dates, availability, etc. 

DOB Fields are useful for applicants, talent and crew. 

To create a Date Field:

Field Name: Enter relevant name

Field Type: Select "Date" from dropdown menu

Date or DOB: choose from Date or DOB

If you selected DOB: You can select to "Show as Age" rather than a date by changin the toggle to blue.

Click "Confirm".


New Number Field

Number fields can be Number or Currency. 


Currency Fields can be used for budgets, rates etc. The currency type (ie AUD, GBP, or USD) is determined by the "Locale" which is set in Project Settings.

A currency field will display on a card like this.

Number Fields are useful for things like Scene No., Paperwork ID, No. of People, Emergency Contact details, etc.

To create a Number Field:

Field Name: Enter a relevant name

Field Type: Select "Number" from dropdown menu

Number or Currency: choose from Number or Currency

Click "Confirm".


New True/False Field

True/False fields look like a checkbox on your card that you can select/deselect. 

This is a useful for fields called Confirmed, Approved, Completed or Available.


Field Name: Enter a relevant name

Field Type: Select "True/False" from the dropdown menu.

 Click "Confirm".


New Single Choice Field

A Single Choice Field allows the user to select one value from a choice of values, via a dropdown menu.


Here's an example of a Single Choice Field on a card:

It makes sense that the user can only choose one of the following options, rather than creating it as a Multiple Choice Field:

To create a Single Choice Field:

Field Name: Enter a relevant name

Field Type: Select "Single Choice" from dropdown menu

Create your Values: A new section will open where you can create your values.  Type the name of the first value, then click the "+ Value" button to enter the next value. Add as many values as you need. 

You can delete values clicking the bin icon next to the value. 

You can reorder the values by clicking the three lines and dragging the values where you want them.

You can change the colours of the values by clicking the circle to the left of the value and choosing from a palette. 

Click "advanced" to customise your own hues.

Once you've created all your values, click "Confirm".


If you created a Single Choice Field but decide it would be better as a Multiple Choice, you can open "Edit Field" and click "Convert to Multiple Choice" button. Note, this cannot be changed back.


New Multiple Choice Field

A Multiple Choice Field allows the user to select multiple values from a choice of values, via checkboxes.


Here's an example of a Multiple Choice Field on a card:

The user can select multiple options. 

To create a Multiple Choice Field:


Field Name: Enter a relevant name

Field Type: Select "Multiple Choice" from dropdown menu

Create your Values: A new section will open where you can create your values.  Type the first value name, then click the "+ Value" button to enter the next value. Add as many values as you need. 

You can delete values clicking the bin icon next to the value. 

You can reorder the values by clicking the three lines and dragging the values where you want them.

You can change the colours of the values by clicking the circle to the left of the value and choosing from a palette. 

Click "advanced" to customise your own hues.

Once you've created all your values, click "Confirm".


Related Item Fields allow you to relate a card to other cards, boards or lists by selecting them from a dropdown menu. They are really handy when trying to compress the information you want to display in one place. Or showcase the relationship between things like 'Shoots' and the 'Talent' that will be there on the day. 

Here's another example where "Talent" is a related item on the Story Card Category. The Story Cards have been pulled into a List where the Related "Talent" is being displayed on a column.

To create a Related Item field:

Field Name: Enter a relevant name

Field Type: Select "Related Item"

Related Item Type: Select from Card, Board or List.

Allowed Categories: Depending on whether you selected Card, Board or List in the "Related Item Type" field, the "Allowed Categories" will change. If you selected "Card" you will need to select one or more Card Categories that will be allowed as Related Items for this Field. 

Allow Multiple Values: Toggled to blue allows multiple values (ie Cards, Lists or Boards) to be selected. Toggled to grey only allows one related item (Card, List or Board) to be selected.


In the example below I've called the Related Field "Participants". The Related Item Type is "Cards" and the Allowed Categories are "Crew" and "Talent". 

Linking this field to a Shoot Card Category, allows you to link relevant Crew and Talent that will be involved on each Shoot Card. Then, you can see at a glance who is involved, and quickly travel between the Shoot Card and the Participant Cards. 

You can also present the Shoot Cards on a List, with "Participants" column that will display the Cards of everyone that is involved with each Shoot.

For more information see "What are Related Item Fields?".


New User Field

The User Field allows you to allocate a Lumi User(s) to a Card. For example, you might create a User Field called "Assigned" and allocate it to a Card Category called "Tasks". This allows you to allocate a team member (Lumi User) to particular tasks.

Field Name: Enter a relevant name

Field Type: Select "User"

Allow Multiple Values: Choose between allowing multiple users to be added to one field. Toggled to blue allows multiple Users.  Toggled to grey allows only one User to be allocated.

Click "Confirm".


In the example below, Task cards have been pulled into a List. You can allocate people to Tasks directly on the List, and also see at a glance who is allocated. 


New URL Field

The URL Field allows you to store a web link on a card.


For example, you might create a URL field called "Website", and attach it to a Card Category called "Clients and Sponsors".  Then you can store a quick link to your Clients and Sponsors website on their card.

To create a URL Field:

Field Name: Enter relevant name

Field Type: Select "URL" from dropdown menu

Click "Confirm".


Add New Field to a Card

Now that you've created your Field(s), you will need to add them to the desired Card Categories before they can be used on a Card. See "How do I add fields to a Card?".


For more help on fields see the Fields Help Guide.