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Custom Fields

This feature is available in Catalyst, Enterprise, and Ultimate editions.

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By default, Lifecycle 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.

Here are few things to note:

  • Custom fields 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 Custom Columns below to enable these fields.

How to Create a Custom Field

Customizations can only be made by users with an Admin Privileges role of System Administrator.

  1. From the Admin menu, select Configuration > Custom Fields.

  2. In the appropriate asset section, click Add Field.
    SimpleCustomField.png

  3. Enter a Display Name and select the Field Type (defined below), and then click Save to save your changes and close the window.

    • Checkbox. Simple on/off selection

    • Number. Buckets can be manually updated, added and removed as necessary to reflect the impact of the passage of time

    • Date. Numeric with decimals; content is validated upon entry/update to ensure proper date formatting; display format is driven by the user's browser Language setting.

    • Text. One line text box.

    • Rich Text. Multi-line text box with formatting capabilities; cannot be edited directly within grids.

  4. Scroll all the way to the bottom of the Custom Fields page, and then click the Publish button. All unpublished fields will be immediately available within the system.