Customize your brief

  1. First, go to your workspace’s item form and mark the fields which you think are relevant to your brief as “Show on brief”.
    The selected field/s will appear on the brief generator popup.

  1. For now, you can only mark “closed” fields as “show on brief” (Single-choice, checkboxes, cascading dropdown, dropdown)

  2. The selected fields will appear when you click “Brief me” > Customized brief