When preparing a data migration, configuring an integration, or creating custom fields, it helps to know what each field can store before adding data. Using an unsupported field type or exceeding a character limit can prevent records from being saved or cause an import to fail.
This article lists the custom field types supported for each Rocketlane record and the character and value limits that apply across the product.
In this article
Custom field types
Custom fields store information that Rocketlane does not capture through its default fields.
| Field type | What it stores |
|---|---|
| Text | A single line of text |
| Multiline text | Longer text across multiple lines |
| Number | A numeric value |
| Yes/No | A yes or no value |
| Date | A calendar date |
| Single choice | One option from a predefined list |
| Multiple choice | One or more options from a predefined list |
| Single User | One person from the Rocketlane account |
| Multiple User | One or more people from the Rocketlane account |
| Rating | A star rating using the scale configured when the field is created |
| Note | A set of tags |
A Rating field uses a five-star scale by default. You can configure the scale when creating the field.
Supported field types by record
The following core field types are available for every record type that supports custom fields:
- Text
- Number
- Yes/No
- Date
- Single choice
- Multiple choice
- Single User
- Multiple User
Support for Multiline text, Rating, and Note varies by record type.
| Record | Multiline text | Rating | Note |
|---|---|---|---|
| Projects | Yes | Yes | Yes |
| Tasks | Yes | No | No |
| Team members | Yes | No | No |
| Companies | Yes | No | Yes |
| Time entries | Yes | No | No |
| Expenses | Yes | No | No |
| Allocations | Yes | No | No |
| Invoices | No | No | No |
| Credit notes | Yes | No | No |
Phases do not support custom fields.
Sheet column types
Rocketlane Sheets support the standard column types and two additional types:
- Formula field
- Count of
For more information, see Configuring Fields in Sheets.
Additional field configuration
Some record types include additional settings when you create a custom field.
| Record | Additional options |
|---|---|
| Time entries | Make the field mandatory and choose whether its value is entered manually or inherited |
| Expenses | Make the field mandatory and choose whether its value is entered manually or inherited |
| Allocations | Make the field mandatory and choose whether its value is entered manually or inherited |
| Invoices | Enable Show on invoice to include the field on the generated invoice |
Fields without a fixed character limit
Rocketlane does not apply a fixed product-level character limit to the following fields.
| Area | Fields |
|---|---|
| Projects, phases, and tasks | Project name, phase name, phase description, task name, task description, and private task description |
| Companies and templates | Company name, company description, and template name |
| Comments | Comment text |
| Custom field configuration | Field name, field description, section name, and choice option labels |
| Custom field values | Text and Multiline text values |
Character and value limits
The following fields have fixed limits. Rocketlane does not save values that exceed the applicable limit.
Team members
| Field | Limit |
|---|---|
| First name | 25 characters |
| Last name | 25 characters |
First and last names cannot contain the following characters:
@ $ % * # : \ /Invoices and credit notes
| Field | Limit |
|---|---|
| Invoice number | 20 characters |
| Invoice number prefix | 20 characters |
| Credit note number | 20 characters |
| Credit note number prefix | 20 characters |
| Custom invoice title | 32 characters |
| Custom credit note title | 32 characters |
| Credit note reason | 100 characters |
| Invoice line-item amount | 999,999,999,999 |
| Invoice line-item quantity | 99,999,999,999,999 |
| Invoice line-item unit price | 99,999,999,999,999 |
Projects and conversations
| Field | Limit |
|---|---|
| Baseline name in the project timeline | 100 characters |
| Baseline notes | 500 characters |
| Conversation name | 80 characters |
| Attachments per message | 10 attachments |
Other settings
| Field | Limit |
|---|---|
| Out-of-office message | 300 characters, excluding formatting |
| Unit label on a dashboard or Sheet custom card | 3 characters |
| Column description in Sheets | 250 characters |
Rocketlane API
The following limits apply when managing roles through the Rocketlane API.
| Field | Limit |
|---|---|
| Role name | 255 characters |
| Role description | 1,000 characters |
Related articles
For instructions on creating and managing custom fields, see:
- Project Fields
- Task Fields
- Setting Up Team Member Fields
- Custom Time Entry Fields in Rocketlane
- Custom Expense Fields in Rocketlane
- Managing Allocation Fields for Resource Management in Rocketlane
- Setting Up Custom Invoice Fields
FAQ
Why can’t I save a team member’s name?
The first or last name may contain more than 25 characters or one of the following unsupported characters:
@ $ % * # : \ /Shorten the name or remove the unsupported character before saving it again.
Why is my credit note reason being rejected?
A credit note reason can contain up to 100 characters. Shorten the reason before saving the credit note.
Can I change a custom field from Text to Single choice?
No. A custom field’s type cannot be changed after the field is created.
Create a new Single choice field and disable the original field when it is no longer needed.
Can I add a Rating or Note field to a task?
No. Rating fields are available only for projects. Note fields are available only for projects and companies.
Can I add a Multiline text field to an invoice?
No. Invoices support the core field types but do not support Multiline text. Use a Text field instead.
Can I add custom fields to phases?
No. Phases do not support custom fields.
Is there a character limit for project or task names?
Rocketlane does not apply a fixed product-level character limit to project names, task names, or task descriptions.
Keep names concise so they remain easy to read in lists, reports, dashboards, and exports.
What happens if I exceed a fixed limit?
Rocketlane prevents the value from being saved. Reduce the number of characters or the numeric value until it falls within the supported limit.
Summary
- Every supported record type includes Text, Number, Yes/No, Date, Single choice, Multiple choice, Single User, and Multiple User fields.
- Rating is available only for projects, while Note is available for projects and companies.
- Invoices do not support Multiline text, and phases do not support custom fields.
- A custom field’s type cannot be changed after it is created.
- Most names, descriptions, comments, and text field values do not have a fixed product-level character limit.
- Fixed limits apply to fields such as team member names, invoice numbers, credit note reasons, baseline names, conversation names, and Sheet descriptions.