Adding Custom Fields, List Types (Drop-down Lists), and Columns
This feature is available in Enterprise and Ultimate editions.
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 "PrimaryWorkItem"). This is helpful if you want to make it required, as it will not impact any conversions between the two asset types.
-
Custom fields migrated from releases prior to R6 require that a column be created in order for them to display in the application. See Creating Custom Columns below to enable these fields.
Customizations can only be made by users with an Admin Privileges role of System Administrator.
- Changing the Default Status Value Sequence for Stories/Backlog Items
- Change the default status values to the terms you use internally within your organization.
- Customizing Display Names for Custom Fields and Columns - File Based
- This article explains how change the names of custom fields or columns.
- 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.