What is a Language Field?

Language Fields give you space to define content about a service or service beyond simply describing the work that will be done, such as defining assumptions related to the completion of the service or deliverables resulting from the work performed.

In a project, you may need to note things like:

• Clarifying actions related to the service that will not be performed (Out of Scope or Exclusions).
• Responsibilities the customer will have as a result of a service’s inclusion in a project (Client Responsibilities).
• Assumptions include specifying the time of day a service may be performed (Assumptions).
• Deliverables that will be produced as a result of the services’ inclusion in the project (Deliverables).

Language Fields allow you to accurately define and document this information for specific services and subservices, providing enhanced precision and control when describing your work within projects.

Setting up Language Fields

Viewing the List of Language Fields

Language Fields can be set up and edited under Settings > Content > Language Fields. Here, you will find a list of Language Fields in your account.

On this screen: A table with two columns — Name and Service Description — listing all language fields configured for your account. Each row shows a drag handle (the vertical dots icon) on the left for reordering, the language field name, and its service description value. A delete button (X icon) appears on hover for each row. At the bottom of the table, an + Add Language Field button lets you create a new field.

• You can edit a Language Field by clicking on any item.
• You can re-sequence the order your language fields will be displayed in by grabbing the “handle” on the left side of the language field list, and you can delete a language field by clicking the X icon that appears when you hover over the field you want to delete.

On this screen: The same language fields list, with the drag handles on the far left of each row highlighted. Hovering a row reveals the delete (X) button on the right side. The row order reflects the display sequence used throughout the platform.

• To create a new Language Field, click + Add Language Field.

Creating and Modifying Language Fields

When you click on an existing field or opt to create a new one, you will see the following options.

On this screen: A form card titled “Language Field” with the following fields: Name (text input, e.g. “Plan”), Introduction (textarea, labeled “Introduction (Markdown supported)”, with placeholder “Text to be added to the document before all values”), and Conclusion (textarea, labeled “Conclusion (Markdown supported)”, with placeholder “Text to be added to the document after all values”). A Service Description field (read-only, disabled) is shown on existing language fields. A markdown reference panel appears to the right. A Submit button and a Back link appear at the bottom.

On new Language Fields, you can set up their:

• Name: This is the name that will be shown in user interface items on the platform.
• Introduction & Conclusion: These give you a place to specify opening and closing language for the language field that can be included in document templates. For example, at the beginning of your list of Deliverables, you may want to have a heading that is the name of the field (“Deliverables”) and then a sentence that explains the text (“The following deliverables will be created as a result of the work outlined in this statement of work”). The Introduction field gives you a place to specify this text that’s then available in the merge data for you to use to build your document templates. Note that these fields are not editable on a project-by-project basis.

On Services in Settings

In Settings, when you are in Professional Services or Managed Services, you can access Language Fields under the Service Language tab on your service.

On this screen: The service edit page showing a tab bar with five tabs: General, Service Language, Products, Assign Teams & Tags, and Version History. The Service Language tab is selected, and a Save button appears in the top-right header alongside a Back (or Cancel) button.

When you first land on the Service Language tab, you will be shown the Service Description information. You can use these fields to describe the work being performed during each service or subservice. To access the Language Fields, you can use the Show/Edit Content For selection to select the language field you would like to view or modify.

On this screen: The Service Language tab content. At the top, a Guidance Language textarea (3 rows) with placeholder “Enter guidance language for the service.” Below that, a row labeled Show / edit content for: with a 300px-wide single-select dropdown defaulting to “Service Description.” The dropdown options include “Service Description” plus any language fields configured for the account. Below the selector, a table with columns Service Name (read-only text input) and Service Description (markdown textarea with a tooltip info icon in the column header). Subservice rows appear nested beneath the parent service row.

Once you select a Language Field, you will see the existing language for that language field on the service you are editing.

On this screen: The same Service Language tab, now with a specific language field (e.g. “Assumptions”) selected in the Show / edit content for: dropdown. The table column header updates to show the selected field name (e.g. “ASSUMPTIONS”) with an info icon tooltip. Each service and subservice row shows the current content for that language field in its markdown textarea, which is editable.

You can then begin making edits. If you attempt to change tabs before saving your content, you will be prompted to save before leaving the tab.

On this screen: An unsaved changes confirmation modal has appeared, asking whether you want to save your changes, discard them, or cancel the tab switch. The modal presents three buttons: Cancel (stays on the current tab), Don’t Save (discards changes and navigates away), and Save (saves and then navigates).

On Services in a Project

Using pre-defined services

After you’ve added a pre-defined service to a project, it will pull in any language present on the Settings version of that service. You can then modify it on a per-project basis without affecting the settings version of a service.

To access a Language Field in a project, click the appropriate option from the Professional Services section.

On this screen: The Professional Services section of a project, showing a tab bar with Services, Service Language, and (if enabled) Service Pricing tabs. The Service Language tab is selected. At the top of the tab content, a Show / edit content for: label is followed by a single-select dropdown currently showing “Service Description.” Below it is a table listing each service and subservice, with columns SERVICE NAME (read-only) and SERVICE DESCRIPTION (markdown textarea with an info icon in the header).

Once you select a Language field, you will see the language displayed.

On this screen: The Service Language tab with a specific language field selected from the Show / edit content for: dropdown (e.g. “Deliverables”). The table updates: the second column header now reads “DELIVERABLES” (matching the selected field name). Each service row shows the current language field content for that service in an editable markdown textarea. The service name column remains read-only.

If you have the necessary permissions, you can modify the language fields for each project by clicking the Save button at the bottom of the page once you have finished making changes. If any adjustments are made to a language field, it will be highlighted in red to signify that it differs from the standard version. You can click the Show Changes button to compare the language used in the project against the original language field in the service settings.

On this screen: A service language editing view showing a markdown textarea for the currently selected language field. A Show Changes button (outlined secondary style) appears in the top-right area. When the project’s language for this field differs from the standard settings version, the textarea border or field indicator is highlighted in red to signal the divergence. Clicking Show Changes opens a side-by-side diff view comparing the project version (left) against the original service settings version (right).

Using Custom Services

If you’ve created Custom Services on a project, you can follow the same method outlined above to access the Language Fields for your project and define the language appropriately.

Using Language Fields in Documents

Be sure to check out our Common Merge Field templates for examples of how to use them in projects, and learn how to read and use the Merge Data to create your own varieties.

Permissions

The Language Fields (settings.language_fields) permission under Settings > Roles controls access:

• View: See language fields configured in Settings and view their content on services.
• Manage: Create, edit, and delete language fields in Settings, and modify language field content on services and projects.