Field Configurations

Field Configurations page under Project Settings currently lets users customize fields that they want to hide from Cases/Sets/Cycles screen as well as choose which fields should be mandatory in those screens.

This article shows steps to enable/disable fields and steps to mark them as mandatory. Users can also define which Custom fields should be mandatory, click here for details.

Accessing Field Configurations

Click on the cog icon and select Project Settings. Field configurations is the default tab.

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Field Configurations page

The page is divided into 3 groups - Cases, Sets and Cycles. Each group shows the list of fields that are available for enabling/disabling and marking as mandatory/non-mandatory. Next to each field are two check-boxes

• Enabled: If checked, the field is visible across the app. If unchecked, field will not be visible in respective create and edit screens, in filters and column selector and in respective right hand panels (RHSPs)

• Required: If checked, users will need to add data to the field while creating, editing, bulk editing, etc. the respective entity.

  • If the case/cycle is being created from Jira panel and mandatory fields have been defined, users will be prompted to add additional details in a pop-up screen

  • While quick executing a case from Jira panel, if users choose to add the case to a new cycle and mandatory fields have been defined, users will be asked to create a cycle first and then execute the case in the newly created cycle

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