How to share custom fields across the project? (5) (5)

Owned by Mrunalini Potnis
Apr 13, 2020
1 min read

A User Defined Field can be shared across the project from Add and Edit screen of Manage Fields. Project Mapping with the UDF is required to make the UDF available in the project. The current project should also be mapped with the UDF to make it available in the current project. Users can only map those projects on which they have access over.


Go to the Customization > Manage Fields. The Manage Fields screen opens.

Open either Add or Edit screen of the field.

Select the Project(s) with which you want to share the user-defined field and click on the Add Project button.

Project(s) is added in the grid, which shows the projects in which the UDF will be available to use.

  • Associate modules with the UDF. You can select multiple modules from the drop down.
  • Mandatory: Enable the flag to make the field mandatory to fill.


In case of the Lookup List / MultiLookup List, the list values can be maintained individually for different projects.

You can Edit the List and also set the default value for the list for the project.



Click Save.