Add Custom Fields, List Types (Drop-down Lists) to a Project Workspace
This feature is available in Enterprise and Ultimate editions.
Using Project Workspaces, you can customize the user interface for each asset by choosing the fields and list values that display for each project or group of projects. A project workspace will include settings for all configurable fields of all project assets.
If your needs extend beyond the default asset fields, drop-down lists, and columns already defined in Digital.ai Agility, you can add your own to track specific data. Before customizing, however, note the following:
-
Custom fields, drop-down lists, and columns display site-wide.
-
To share a custom field between a Story and a Defect, add the field to "Backlog" (the system name is "Primary WorkItem"). This is helpful if you want to make it required, as it will not impact any conversions between the two asset types.
Once you have created your new Custom List Type Value, you will need to add the value to a Project Workspace.
Steps
Administrative functions are only available to users with an Admin Privileges role of "System Administrator".
- From the sidebar, click the admin icon
, scroll down to the Asset Customization section and click Project Workspace Assets. - Select the project you want to customize the assets for.
- To add the list type value to your Project, your Project needs to have it's own Project Workspace. See Creating a Project Workspace for more information.
- Click on your asset item from the Asset List on the right hand side. This will expand to show all of the available fields that display on your asset item.
- Locate the field of which your new list type value is being added to, and click Show Values for that dropdown field.
- Check the Display checkbox for the new "List Type Values" that you have created.
* The Field Configuration saves automatically to your workspace. - You can now access and use this value on your asset item.
- Changing the Default Status Value Sequence for Stories/Backlog Items
- Change the default status values to the terms you use internally within your organization.
- Custom Columns
- Follow these steps to add a custom column to a grid.
- Custom Fields
- By default, Digital.ai Agility displays predefined fields that allow you to capture common data and manage your workflow. If needed, you can go beyond the default options and define your own own custom fields. This allows you to track data that is specific to your organization and the way it works.
- List Type Administration (Drop-down Lists)
- List types are the drop-down menus that display throughout the system. List values are the options that display within each menu. By default, the system is setup with a predefined set of lists and list values that work for most organizations. If you want to further customize add your own list values (or menu options) to a drop-down list, change the existing ones, or create a new custom field, you can do so on the List Type Administration page.
- Adding a New Custom List Type (Drop-down List)
- Adding a New List Type Value (Drop-down List Option)
- Changing List Type Value Colors Using the API
- Changing the Sort Order of List Type Values
- Deleting a List Type Value
- Editing a List Type Value
- How do I add a new list type to track data that is unique to my organization?
- How do I customize drop-down list choices?
- Inactivating a List Type Value
- Why don't new list values display in lists?
- Rollup Category Status Values
- With Rollup Categories (formerly called Reporting Categories), you can assign portfolio items, stories, defects, and testsets to a fixed set of categories that are used for reporting purposes. Reports, grids, and progress bars honor these settings when considering how items display.