Custom Fields
Custom fields let Project Admins add project-specific data fields to Submittals. Use them to track information not covered by standard fields, enforce consistent data entry, and filter or sort the submittals list.
Custom fields for Submittals is rolling out gradually. Your project may not have access yet — if you don't see the Custom Fields tab in Submittals Settings, the feature is on its way.
To access custom fields settings:
- Click Submittals from the left navigation.
- Click Settings menu
and choose Custom Fields.
Field Types
| Type | Input | Limits |
|---|---|---|
| Text | Single line of text | 250 characters |
| Long Text | Multi-line text | 2,000 characters |
| Numeric | Numbers only | 15 characters; digits, periods, commas, and hyphens |
| Date | Date picker | — |
| Yes/No | Yes, No, or blank | — |
| Single Select | Choose one value from a predefined list | Up to 500 options; 255 characters per option |
| Multi Select | Choose multiple values from a predefined list | Up to 500 options; 255 characters per option |
Add a Custom Field
From the Custom Fields tab, click Add custom field. You can either create a new field or reuse an existing parameter defined at the hub or project level.
Create a New Field
- Click Create custom field.
- Enter a Title (100 characters maximum).
- Select a Type.
- Enter a Description (optional).
- Click Create.
The new field appears on all Submittals in this project immediately.
Reuse an Existing Parameter
- In the Add custom field dialog, browse or search the available parameters.
- Select the parameters you want to add.
- Click Add.
Hub-level parameters are defined and published by Hub Administrators in the Hub Admin Library. For more information on creating and managing hub-level parameters, see Parameters.
When you reuse a Single Select or Multi Select parameter from the hub level, the list of values is used as-is. You cannot add, edit, or remove values from the list. To use a different set of values, create a new custom field instead.
Edit a Custom Field
Title and Type cannot be changed after a field is created.
Description editing depends on where the field was created:
- Fields created in the Submittals tool: Project Admins can edit the description.
- Fields reused from the hub level: only Hub Admins can edit the description.
Remove a Custom Field
Removing a custom field hides it from the Submittals tool. It does not delete the field definition or change any data already entered on existing items.
To restore a removed field, add it again:
- Click Add custom field.
- Find the field.
- Click Add field.
Custom Fields in Submittals
Active custom fields appear on the Submittal creation and edit form, in alphabetical order, below the standard fields. Fields with no value display a hyphen (–) in the list view.
Custom fields are included in Excel and PDF exports in alphabetical order after the standard fields.
On mobile, custom fields are visible but cannot be edited.
Sort and Filter by Custom Fields
- Sort: Click any custom field column header to sort the list. Sorting is supported for all field types, except Multi Select.
- Filter: Open the Filter panel. Custom fields appear in a dedicated section. All field types support filtering.
Reports and Data
PDF Summary Reports: When generating a PDF Summary Report in the Reports tool, you can select which custom fields to include in the report output.
Insight Builder and Data Connector: Custom fields data is available in Insight Builder and the Data Connector, so you can include custom field values in custom dashboards and analytics.