Projects
Projects represent enterprise projects / teams / organization units that need to manage and provision services via a self-service.
Projects can be created by users with any of the roles Admin or Project Creator.
Subsections of Projects
Categories
Project Categories help you organize projects into meaningful buckets and used later for filtering or configuring default form values.
Navigate to Administration → Projects → Categories to view or create a new project category.
Fields
Fields is a feature which allows administrators to add additional information when creating a new enterprise project. You can manage the fields from Administration → Projects → Fields.
Fields can be set as optional/required, hidden/visible and can depend on each other.
Info
Unlimited fields hierarchy is supported.
Field Types
The following field types are available:
- String
- Text
- Number
- Single Select
- Multi Select
- Checkbox
- Radiobutton
- Date
- External (fetch data in real-time via REST API)
- Group Picker
- User Picker (fetch users from LDAP)
Default Values
Default values help you to prefill selected field values when a user is creating new enterprise project. This is especially useful for hidden fields. Default values can be defined globally or per Project Category.
Note
Default value cannot be created for Date or External fields.
Terms of Use
Terms of Use helps you define responsibilities of users owning an enterprise projects.
Navigate to Administration → Projects → Terms of Use to manage terms of use for enterprise projects.
Info
Usually more regulated companies (such as finance and pharma) requires their employees to agree to specific terms of use before they get an access to a system for use.