Use custom project properties
Custom fields is a feature exclusively available on the Unite and Enterprise Smartcat subscription plans. You can use custom project properties – or custom fields – for a variety of super-useful purposes in Smartcat.
Popular use cases:
1. As a "product mapping" tool for generating reports
2. For the New Branded Custom Portal – our order management solution
3. To display additional information on projects, linguist profiles and linguist clients.
Getting up and running with custom fields
Follow these steps to get up and running with custom fields for your Smartcat projects.
Step 1: Create custom fields
Creating custom fields is available for workspace admins.
Log in to your Smartcat account > select a workspace
On the Home page, click on Workspace settings in the navigation menu
Choose custom fields in the top left menu.
You can create custom fields for projects, freelancers’ profiles, vendor profiles, and clients.
Step 2: Configure your custom fields
Let's quickly go through the process of configuration, which is made up of four short sections.
i. Projects
Click Add field for project
Fill in the following information
Label: custom field name
ID: It can be the same as your customer field name
Type:
There are 2 types of custom fields: a text field (user can enter text in it) and a drop-down menu with different values to choose from
Custom fields will appear in projects > Settings > Additional Information
ii. Freelancers
Click Add field for freelancer.
Following the same steps, you can create custom fields that will be displayed in freelancer profiles
Open a linguist’s profile from your Team members list > Additional Information:
iii. Vendors
Click Add field for vendor.
Following the same steps, you can create custom fields that will be displayed in vendor profiles
Open a vendor's profile from your Team page > My vendors > Additional Information
iv. Clients
Click Add field for client.
Following the same steps, you can create custom fields that will be displayed in client profiles
Open a client’s profile from your Home page > Clients > Additional Information
With the information in this article, you should now be able to create a wide range of custom properties for your Smartcat translation and localization projects!