This guide runs through how to customise the options that appear in your dropdowns using Gather 2.0.
At Gather, we call your dropdown options ‘Datasources’.
You can customise your Datasources for your whole Workspace, or for specific Projects.
Dropdowns that are available to customise will change based on the configuration of your Project, but generally- the following dropdowns have customisable Datasources:
Shift Information (Access Point, Meeting Point)
Equipment Resources (Equipment Supplier, Equipment Type)
Activity Information (Discipline, Activity, Unit of Measure)
Variance Category (Worklog Variance Category)
On the Project you would like to add new dropdown options to, navigate to the left-hand side menu and click the gear icon under the section ‘Project’.
This will open the ‘Edit Project Fields’ page.
Click the '+ Add New Line' button.
Enter your new option(s) separated by commas. You can copy and paste multiple values here.
Click on the ‘Save’ button to save your changes.
Project Datasources can also inherit options from your Workspace Settings. To include Workspace options in a Project Datasource you will need to:
Navigate to a specific Datasource section, click the hamburger menu (three horizontal lines).
Select 'Inheritance Settings'.
Click 'Include Workspace options' to incorporate options defined at the Workspace level.
Please note: If you don’t enter any Project-specific options for a Datasource that also has Workspace options, the system will default to using only the Workspace options.
