System Customization

Custom Fields

OVERVIEW

The Custom Fields enables to create a new custom field that can be later on connected to the work items (using the Fields Layout feature).

HOW TO CREATE A CUSTOM FIELD
  • Select the Custom Fields in System Customization under the Admin. The list of Existing Custom Fields gets displayed.
  • Click Add Icon at the bottom right side of the page. It opens the Manage Custom Fields pop-up.
  • Enter the name of the custom field in the Field Name field.
  • Select the type of custom field from the Field Type drop-down list.
  • Click on Save. Custom field is added successfully.
CUSTOM FIELD TYPES

1. TEXT COMBO BOX

This option creates a combo box where a list of values is displayed from which single value can be selected.

  • Unique Value: It allows defining that specific value will be unique in system-level or work item level.
    • Not Unique: If checked, then no value is unique for each item in the system. The user can select any value in the work item.
    • Unique per work item: If checked, work items of the same type (such as Requirement) cannot have the same value.
    • Unique: If checked, then each value is unique for each item in the system
  • System Table: Select the system table to be referenced from the drop-down list and the List of Values is managed from System Tables.
  • Default Value: Default value is mandatory for this field but users can add the ‘Not Set’ value in case they don’t want to select any valid value from the selection list.

2. MULTI-SELECT

This option enables you to select more than one value from the drop-down list.

  • System Table: Select the system table to be referenced from the drop-down list and the List of Values is managed from System Tables.
  • Default Value: Default value selection is not mandatory for this field.

3. CHECK BOX

This option enables you to add the checkbox which can be selected or unselected.

4. DATE PICKER

This option creates a field from which the date can be selected.

5. RICH EDITOR

This option enables the user to input the HTML data with nested numbering and bullets, images with alignment to the text

6. NUMERIC BOX

This option enables you to enter only numeric values as per the maximum length defined.

  • Maximum Length: The maximum number of digits that can be entered in the field is 20

7. SINGLE LINE TEXT BOX

This option enables you to enter alphanumeric values as per the maximum length defined.

  • Maximum Length: The maximum number of characters that can be entered in the field is 1500

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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