Custom Fields Management

The Custom Fields opiton enables you to create new fields that enables the users to connect to the work items.

Creating a Custom Field

1.  Go to Admin > Customization > Custom Fields. The following page is displayed.

custom_fields_list

2.  Click Add. The following page is displayed.

add_custom_field

3.  Enter the name of the custom filed in the Field Name field.

4.  Select the type of custom field from the Field Type dropdown list.

  • Text Combo Box – Creates a combo box where a list of values are displayed from which one value can be selected. When selected, all the other fields such as the Reference Table, Default Vlaue and Maximum Length fields are active.
  • Date Picker – Creates a field from which the date can be selected. When selected, the other fields such as the Reference Table, Default Vlaue and Maximum Length fields are disabled.
  • Multi Select – Selecting this option enables you to select more than one option. When selected, all the other fields such as the Reference Table, Default Vlaue and Maximum Length fields are active.
  • Numeric Box – Enables you to enter only numeric values. When selected, only the Maximum Length field is enabled.
  • Text Box – Enables you to enter alphanumeric values. You can add values upto 1500 characters. When selected, only the Maximum Length field is enabled.

5.  Based on the value selected from the Field Type dropdown list, enter/select the values from the following fields.

  • Reference Table – Select the system table to be referenced from the Reference Table dropdown list. This field is enabled only when Text combo box or Multi Select is selected.
  • Default Value – Selecting the value assigns the value as the default value for the item that is created.
  • Maximum Length – The maximum number of characters that can be entered in the field.

6.  Click Save.

Viewing the Custom Field Details

1.  Click the search_icon icon corresponding to the custom field to view the details. The following page is displayed.

custom_field_details

2. You can click Edit to moidfy the details.

Modifying the Custom Field

1.  Click the edit_routing icon corresponding to the custom field to be modified. The following page is displayed.

custom_field_modify

2.  Modify the required details and click Save.

Deleting the Custom Field

1.  Click the delete icon corresponding to the custom field to be deleted.

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