Place Custom Fields Exactly Where Needed on the Form in OpenAir

Starting with the October 2018 release of OpenAir, it is possible to individually place each custom field just like standard fields, exactly where you need them on the form. The feature is currently supported for Project, Project Task/Phase/Milestone, Project Issue, Issue and Envelope forms.

With this feature, you are no longer limited to placing all custom fields together as a single block. You have even more control over the positioning of your custom fields and can place individual fields in any section or between any other fields on the form. You can also move dividers to new positions on the form.

The position of custom fields and standard fields are set up together on any form supporting the Field order feature. You can access this feature from the Modify form permissions tip menu option or from the Customization center.

The Field order feature ignores the block order positioning set when you create a custom field. When you create a new field order the custom fields will be listed at the bottom.

To create a field order

1. Click the Modify form permissions link for the form you want to edit or access the form from the Customization center.
2. In the Field order section click the Create link to create a new layout.
3. Give the field order layout a name and assign it to one or more roles.
4. In the Field order list, click the custom field you want to move, and use the up or down arrow icons to the right of the list to move the field up or down. You can select multiple fields to move at once by holding down the Ctrl or Shift keys and selecting.
5. Click Save.

Once the desired field order is set, don’t forget to assign the roles for which that layout is applicable. Most often, all roles will be assigned to the new field order and form layout.