Work Fields - Access Work Fields Configuration

Direct Answer: Access Work Fields Configuration in OnePlan

To access Work Fields configuration in OnePlan, open a plan of the desired Plan Type and go to Work Plan > List. Select the ellipsis (…) menu in the toolbar, then select Configure. Select the Form Editor tab, then choose the Work Type you want to configure from the Work Type menu. This opens the Work Type Form Editor, where Work Fields for that Work Type can be created, edited, and managed.

What This Article Covers: Work Fields Configuration

This article explains how to navigate to the Work Type Form Editor, where all Work Fields configuration options live, and how this interface relates to the fields themselves versus the form layout.

What you will accomplish By the end of this article, you will be able to navigate to the Work Type Form Editor to create, edit, and manage Work Fields for any Work Type.

Before You Begin: Work Fields Configuration

Before you begin, make sure you have:

A OnePlan account with Owner (administrator) permissions
The Work Plan app installed
At least one plan created in OnePlan with the Plan Type you want to configure Work Types for

Why This Matters: Work Fields Configuration

Context: Work Fields Configuration Lives Inside the Work Type Form Editor

Work Fields configuration is accessed through the Work Type Form Editor, not from a global admin page — this means you navigate to field configuration from within a specific plan, the same way Plan Fields are configured from the Plan Details Form Editor. See Plan Fields - Access Plan Fields Configuration for the equivalent Plan Field workflow.

Context: One Editor, Every Work Type

Once you’re in the Work Type Form Editor for a given Work Type, all configuration options are available for that Work Type’s fields — including creating new fields, editing existing fields, and managing field settings. Switching the Work Type menu moves you to a different Work Type’s configuration within the same editor.

Step-by-Step: Accessing Work Fields Configuration

Task: Open the Work Type Form Editor

Open a plan of the desired Plan Type, then go to Work Plan > List. [[administration/fields/Work Fields - Access Work Fields Configuration/attachments/workplanlist.png]]
In the toolbar, select the ellipsis (…) menu, then select Configure. [[administration/fields/Work Fields - Access Work Fields Configuration/attachments/workplanconfig.png]]
Select the Form Editor tab.
From the Work Type menu, select the Work Type whose fields you want to configure. You now have access to the Work Type Form Editor, where you can create, edit, and manage that Work Type’s Work Fields.

Note: The Work Type Form Editor manages fields for the selected Work Type specifically. To configure a different Work Type’s fields, switch the Work Type menu rather than opening a new plan.

See How to Configure Work Type Forms in OnePlan for how to use the rest of this editor to build the form layout itself.

Frequently Asked Questions: Work Fields Configuration

Q: Do I need to open a specific plan to configure Work Fields? A: You need to open a plan of the relevant Plan Type to reach the Work Type Form Editor in OnePlan, but the Work Type configuration itself is not scoped to that one plan — it applies wherever that Work Type is used.

Q: How is this different from accessing Plan Fields configuration? A: In OnePlan, Plan Fields are accessed from Plan > Details > Configure, while Work Fields are accessed from Work Plan > List > … > Configure > Form Editor, then selecting a Work Type. See Plan Fields - Access Plan Fields Configuration.

What to Do Next: Work Fields Configuration

Get started with related tasks: - Work Fields - Create a New Work Field - How to Configure Work Type Forms in OnePlan

Learn about related topics: - Work Fields - Overview - Work Fields - Types of Work Fields