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Click on gear icon and select Project Settings. Select Custom Fields from the left panel
Click on the ‘+' sign to open the custom field entry screen. Name is a mandatory field. By default, in the Type drop-down, Boolean will be selected. Users can change the type of custom field using the highlighted down arrow. Users can click on the highlighted 'Save’ button to save the newly created custom field
Name - Name of the field to be created
Description - Description of the field to be created
Type - Type can be anyone of the above described types
Applies To - Select the entity for which the field is being created
Required - Check the box if the field is required for any entity
Allowed List Values - This is applicable for Single select list and Multi select list. Define the values from which the users can choose
Default Values - Enter values in the space so that when the entity is being created the default value will be entered automatically. Users will have the option to change it upon entity creation
Notify User - This is applicable only for ‘Single user selector’ and ‘Multi-user selector’ options. Users can choose if the person should be notified via emails about them being added to this field
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Users cannot create two custom fields with same name. |
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If the field is marked as mandatory, users will get the option to specify on which status the validation should be triggered. Read here on how to access them.
Please note, “Not Run” type of statuses cannot be used for triggering validations.
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