Customize Program and Project form fields
This article outlines how to use the new configurable program and project forms feature. This feature allows for greater flexibility and customization, enabling you to tailor forms to your specific needs by controlling which fields are displayed, including custom fields.
Configure forms
To configure the program and project forms, follow these steps:
- Navigate to the Admin Console.
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Configure form layout:
- Within the Admin Console, you'll find options to modify the form layout. You can select from standard fields and add custom fields to the form as needed.
- Fields can be arranged vertically or horizontally.
- The feature supports standard input components, and custom input components.
- You can set display configurations, including labels and placeholders for each field.
- The
form_layoutproperty in the configuration schema can be extended to accommodate paginated forms if needed.
- For each field, you can define its properties, including:
- Data Type: Specify if it’s a text input, date input, dropdown, or something else.
- Required: Indicate whether a field is mandatory.
- Immutable: Define if the field value can be changed after being set.
- Label: Set the text displayed as the field label.
- Placeholder: Set placeholder text displayed within the field.
- Choices: If the field is a dropdown, you can define the available options.
- Parent Entity Type: If the field is an entity parent type, you can define the parent entity type.
- Roles: Specify which roles are required for owners fields.
- Click Save to apply your changes. After configuring the forms, your changes are saved and are reflected in the Program and Project create/edit forms.
Important considerations
- Storage of Standard Fields: Standard fields are stored in code, and any changes will go through a review process.
- Group ID Overrides: Overrides store the full field definitions, and updates to common fields will require updating each override.
- Data Validation: There is currently no validation to ensure that the end date is greater than the start date.
- Form updates: Any changes will go through a review process reducing accidental or buggy change.