Answered

How to make a custom field available in client portal?

6 years ago in Client Portal • updated 6 years ago • 7

I created a custom field, and made sure the option "Available for Client Portal" was ticked, but still can't make it available in the client portal? Am I missing any setting?

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Under review

6 years ago

The custom field has to be populated to be visible. It's available at the top of a project's card. The one below is a text field "Disclaimer for Project".

When empty, the title of the field is gone.

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Answer

Under review

6 years ago

The custom field has to be populated to be visible. It's available at the top of a project's card. The one below is a text field "Disclaimer for Project".

When empty, the title of the field is gone.

Answered

6 years ago

Thanks, Maciej. That means then that a custom field cannot be used by a customer, only by internal users? As a user, I want my clients to give me a storage number for the product being translated, but they won't be able to fill it up as a custom field?

Jose

6 years ago

You are right, Jose.

Custom Fields are not accessible by Clients, they are just for preview.

6 years ago

Thank you, Maciej! I'm actually thinking if there is a way to make the custom field visible while we're requesting for quote in client portal for example.

6 years ago

Custom Fields are only for preview, they can't be used for any client form, unfortunately. This is possibly a good idea for development, so try posting this in the Product Development Ideas forum.

6 years ago

Got it! Yes, it would have been helpful if external client could use it in the form. Thank you for your help anyways, Maciej.

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