OVERVIEW
Fields Management allows you to create new, personalized custom fields that can later be linked to work items through the Fields Layout feature.
HOW TO CREATE A CUSTOM FIELD
- Navigate to Fields Management under System Customization in the Admin panel.
- A list of existing custom fields will be displayed.
- Click the Add icon in the bottom-right corner of the page to open the Manage Custom Fields pop-up.
- Enter the custom field’s name in the Field Name field.
- Choose the field type from the Field Type drop-down menu.
- Click Save to add the new custom field successfully.
CUSTOM FIELD TYPES
1. TEXT COMBO BOX
This option creates a Text Combo Box field, where a list of values is displayed for users to select a single value.
Value Uniqueness Settings:
- Unique Value: Specifies whether the selected value must be unique at the system level or within individual work items.
- Not Unique: If selected, no restrictions apply, and users can choose any value for each work item.
- Unique per Work Item: Ensures that work items of the same type (e.g., Requirement) cannot share the same value.
- Unique: Enforces that every value is unique across all items in the system.
System Table:
- System Table: Choose the system table to reference from the drop-down list. The list of values will be managed through System Tables.
Default Value:
- Default Value: A default value is required for this field. However, users can select ‘Not Set’ if they prefer not to choose a value from the list.
2. MULTI-SELECT
This option allows you to select multiple values from the drop-down list.
- System Table: Choose a system table from the drop-down list. The list of values is managed through System Tables.
- Default Value: Setting a default value is optional for this field.
3. CHECK BOX
This option allows you to add a checkbox that users can select or deselect.
4. DATE PICKER
This option creates a field for selecting a date.
5. RICH EDITOR
This option allows users to input HTML content, including nested lists with numbers and bullets, as well as images aligned with the text.
6. NUMERIC BOX
This option allows you to enter only numeric values, restricted by the specified maximum length.
- Maximum Length: This option allows the entry of numeric values, with a maximum limit of 20 digits.
7. SINGLE LINE TEXT BOX
This option allows you to enter alphanumeric values, limited by a defined maximum length.
Maximum Length: This field accepts a maximum of 1,500 characters.
8. MULTILINE TEXT BOX
This option enables you to enter alphanumeric values as per the maximum length defined. The data gets displayed in separate lines while entering large text data.
- Maximum Length: The maximum number of characters that can be entered in the field is 1500
ADDITIONAL CUSTOM FIELDS
When the number of custom fields reaches the defined limit, they are automatically added as Additional Custom Fields. A notification message is displayed in the Manage Custom Fields pop-up to inform users of this action.
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