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Submitted by pbrunet on Tue, 06/07/2011 - 14:14

In relation to “Project” and “Organizational unit” models, a "type" is the format in which information should be entered in the field being created (see "How do you edit a project model which has just been created?" for more information). The format is chosen from a drop-down list which appears when you click on the arrow on the right hand side of the line.


The different possible field types are:  

  • Checkbox: if, for example, a Checkbox field has the title “Agreement from the Board to launch the project” for a project model, the user will see a checkbox with the text “Agreement from the Board to launch the project” in the associated project.
  • Files list: the name of the field corresponds to the type of file expected for the project or the organisational unit. “Project photos” or “Initial assessment report” are examples of names for File list fields.
  • Message: information which will be displayed on the screen. This section does not ask the user for any information.
  • Choice list: a list from which one or more answers can be chosen.
  • Report: a single report (See "The Report concept")
  • Report list: a group of several reports. (See "The Report concept")
  • Text field: a box where you can enter a line of text, a paragraph, a date or a number
  • Triplets list: a list of elements containing three variables to be entered by the user: (i) code, (ii) name, (iii) period
  • List of project core versions: drop-down list of all the validated project core versions. Project core versions can be used, for example, in the design phase, by indicating the project core version (project title, budget, end date, logical framework, etc.) on which the initial design is based. This makes it necessary to validate at least one project core version in phases where fields of this type are obligatory. [Field type only available for project models, and not available for organisational unit models] (for more information about project cores, see "3.8 "Project Cores" and "Project Core" versions").

In addition, certain types require supplementary information to be entered in the same dialog box.

Supplementary information for “Files list”
“Max limit” refers to the maximum number of files allowed in the list.


Supplementary information for "Choice list"
Three extra pieces of information are requested for "Choice list":

  • Multiple answers?  If ticked, this means that several values can be chosen in the list. If not ticked, it means that a single value needs to be chosen.
  • Related category: indicates whether or not the values to be chosen for the Choice list should be part of a Category (for more information, see "the Category concept").
  • Personalised choices : allows the values in the list to be established freely


To create a “Personalised choice”, write its name in the field then click “Add”:

The new Personalised choice then appears under the text field.
To delete a choice, click on the cross on the left.

Supplementary information for “Report” and “Report list”

For “Report” or “Report list”, the only supplementary information is:

  • Report model name: the report model name indicates the format of the report attached to this field (e.g. the “Single Form”).

For more information, see "The Report concept" and "Managing report models".

Supplementary information for “Text field”

  • Type of text field: a text field can be one of the 4 types included in the drop-down list:
    • Paragraph: a box with several lines to enter text without formatting it
    • Text field: a single line of text
    • Number: a number (a whole or decimal number )
    • Date

  • Number of characters: if the text field is a “Paragraph” or “Text field”, this indicates the maximum number of characters which can be entered in the text.
  • Decimal?: when the text field is a Number, this box indicates that the expected number is a decimal if it is ticked and that it is a whole number if it is left blank.
  • “Min limit” and “Max limit”: if the text field is for a “Number” or a “Date”, this specifies the minimum and maximum possible values.