Project types in Project Workspace
Project Workspace supports that let administrators define custom fields and form layouts for each project type. This enables configuration independence across different types of projects without affecting default fields or other project types.
Each project type configuration consists of two components:
Dynamic category
Defines the custom fields for a specific project type. Custom fields are scoped to a specific type and don't appear on records of other types or affect default fields. For details on dynamic category, see dynamic doc link.
Form view
Defines a unique form layout for each project type. The form view is dynamically rendered based on the project type assigned to a record.
Project type configurations allows you to define dynamic categories and custom form views to control the layout and fields rendered on associated project records.
Note: Project type configuration is available for projects only.
Parent Topic:Exploring Project Workspace
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