Arrow PSA supports many different types of fields that can be displayed and edited on the Project Planner.
Further, leveraging Salesforce Lightning Pages and Planner Configurations you have the ability to display different fields and field types on the project planner based on the Lighting page that has been assigned for the user.
Adding a custom column on the planner
The first step in adding custom fields to a planner is adding a column configuration to the column config metadata type.
IMPORTANT
When you add a new column to the project planner the type of field that will be displayed on the planner must match the related Salesforce Field Type defined in the table below. If the field type does not match the related Salesforce Field Type users may receive errors when opening and working with the planner.
| TYPE | VALUE | RELATED SALESFORCE FIELD TYPE | DESCRIPTION |
| Text | text | Text | Allows a user the ability to enter any combination of characters up to the allowed amount of charactors in the related Salesforce text field. |
| Number | number | Number | Allows a uer to enter any number. The number of digits and decimals that can be recorded and displayed are controlled by the related Salesforce field. |
| Date | date | Date | Allows a user the ability to enter or pick a date from a popup calendar. |
| Date/Time | date_time | Date/Time | Allows a user the ability to pick a date and time |
| PSA Dependency | psa-dependency | ||
| PSA Resource Text | psa-resource | ||
| PSA Icon | psa-resource-text | ||
| PSA Duration | psa-duration | ||
| Picklist | picklist | Picklist | Displays a drop-down list of values for a user to select a single value. See Configuring advanced columns in the planner. |
| Percent | percent | Percent | Allows a user to enter a number that is automatically converted to a standard percentage. |
| Checkbox | checkbox | Checkbox | Allows a user to use a Salesforce checkbox, indicating a true or false attribute for the task. |
| Allows a user to use a Salesforce email address field that enforces the standard Salesforce validation. | |||
| Phone | phone | Phone | Allows a user to use a Salesforce phone number field that enforces the standard Salesforce validation. |
| Text Area | text_area | Text Area | Allows a user to enter up to 255 characters on multiple lines. |
| URL | url | URL | Allows a user to enter a valid URL that is enforced by the standard Salesforce URL validation. |
| Lookup | lookup | Lookup | Allows a user to enter a field that references a standard Salesforce lookup field. See Configuring advanced columns in the planner. |
| WBS | WBS | Text | Work Breakdown Structure Outline Number. When marked read-only this field will automatically recalculate based on the position of the task within the grid. If read-only mode is disabled, this column will become editable. The outline number will be automatically calculated when a new task is added or an existing task is moved, but can be manually overridden. Use this setting when you require gaps in your WBS Numbering scheme. |
