Configure project types (and fields for each type)
Create different project types
Please note that the possibility of creating project types must be managed through the Settings panel, accessible through the configuration gear. If you do not have access to this section, please contact your system administrator.
- What is the purpose of creating different project types?
- How to create different project types?
- How to add fields to different project types?
1. What is the purpose of creating different project types?
Configuring project types allows to change the fields displayed in the project form depending on the type of project that is created.
This is useful when the information relevant to a project varies depending on a project type/sector/division, etc.
2. How to create different project types
- Click on the gear icon in the top right menu
- Click on Settings to access the LogAlto Admin page
- In the Projects section, click on the box labeled Project Types
- Click on the + sign to add a new project type
3. How to add fields to different project types
Once you have created the Types of projects that you will want to have you need to go to the Project fields section to tell LogAlto which fields need to be associated to which project type. In the Settings page of LogAlto
- Click on the Project Fields option
- You will see a list of the existing fields. If new fields need to be added check out the article How to add fields to the project creation panel
- For each field, click on the pencil icon to tell LogAlto for which project type that field should apply to
Example: two project types
The organization has two project types: Research Projects and Protection Projects.
We first need to create the two types of projects following the instructions on Step 2.
Then we specify which fields should constitute the project form depending on the project type. (as outlined in Step 3)
The field Research Area applies only to "Research" projects.
The field " Practice area" applies only to Protection projects.
Other fields such as Photo, Location etc apply to both types of projects.
This is what my project fields page would look like:
Once the project types and fields are configured via the Settings module, when creating a project, users will be able to select the project type (this will then open the project form with the corresponding fields)