Use custom project properties

Overview

Custom fields is a feature available on the Unite and Enterprise Smartcat subscription plans. You can use custom project properties, also called custom fields, for a variety of purposes in Smartcat.

Popular use cases:

• As a product mapping tool for generating reports

• For the New Branded Custom Portal, the order management solution

• 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 to Workspace Admins.

1. Log in to your Smartcat account and select a workspace

2. In the left navigation sidebar, click Settings

3. Choose Custom fields in the top left menu

You can create custom fields for projects, freelancers' profiles, vendor profiles, and clients.

Your custom fields are now ready to configure.

Step 2: Configure your custom fields

The configuration process is made up of four short sections.

i. Projects

1. Click Add field for project

   

2. Fill in the following information:

3. Label: the custom field name

4. ID: it can be the same as your custom field name

5. Type: there are two types of custom fields, a text field (you can enter text in it) and a drop-down menu with different values to choose from

Custom fields appear in a project under Settings → Additional Information.

Your project custom fields are now available on every project.

ii. Freelancers

1. Click Add field for freelancer

2. Following the same steps, create custom fields that appear in freelancer profiles

Open a linguist's profile from your Team members list → Additional Information.

iii. Vendors

1. Click Add field for vendor

2. Following the same steps, create custom fields that appear in vendor profiles

Open a vendor's profile from your Team page → My vendors → Additional Information.

iv. Clients

1. Click Add field for client

2. Following the same steps, create custom fields that appear in client profiles

Open a client's profile from your Home page under Clients → Additional Information.

You can now create a wide range of custom properties for your Smartcat translation and localization projects.