¶ Custom fields

¶ Overview

By default, there are 8 deactivated custom fields are being offered.

• Internal Name: Is the name that can be used when import data, and REST APIs.

• Display Name: To be shown in Task Form, Grid, and other places in eTask system.

• Description: A short description for the custom field.

• Type – Currently, we are supporting 3 types of data:

  • Text

  • Choice

  • Date Time

• Custom fields can be set to “Required” – to be required in task/bug form.

  • There is no need to set required for Single Choice fields.

• Custom fields can be ordered to be shown in the following places: task/bug form, filter pane.

• Custom fields can be set to “Visible” – to be shown in Task/bug form, Grid, and Filter. For import function, it allows to edit all custom fields even if they are deactivated.

• If there are existing tasks/bugs, and then newly added custom fields is enabled, the enabled custom fields will be shown in:

  • Task/bug form: Empty value or unchecked.

  • Grid view: Empty values.

• Visible custom fields will be shown in Show/Hide icon in Team Task and follow the order in settings.

¶ Custom field edit form

Select a custom field to setup the following information:

• Internal Name: showing “Internal name” of the selected custom field.

• Type: showing “Type” of the selected custom field.

• Based on:

  • Loading all existing custom fields which are being activated, same “Type”, and for both eTask and eBug.

  • Type in the input to open pop-up for keyword suggestion.
    

    • The suggestion will show this information: Field Name, Team > Channel.

    • Sort by: Field Name – From A to Z.

  • When an existing custom field is being selected, the Field name, Description, Control Type, or Value will be copied as same as that existing custom field.

• Field name (required field).

• Description.

• Data Type (required field):

  • Text:

    • Control type: Input text.

    • Value: limit 255 characters.

• Choice:

  • Control types:

    • Single choice (Type):

      • Dropdown list.
      • Radio button.

    • Multiple choice (Check box).

  • Value: limit 8 items.

  • Order by: list items ordering.

  • Default: set 1 default value when loaded (for Single choice only, the Multiple choice will not have Default column).

  • Remove an item:

    • The default value of “Single choice” cannot be deleted.

    • Deleting an existing choice with existing tasks’ value may affect your data. If there is an existing item with a removed choice, the task still keeps the value unless you change it. So please be concerned when changing existing value.

  • Changing control types from Single choice to Multiple choice and vice versa:

    • When user changes the option from Single choice to Multiple, a pop-up form will be shown: “Some work items might have old values. Are you sure you want to change it?”.

      • Click “Yes” to take effect.

      • Click “No” to cancel.

    • After changing control type, the data in task/bug will be the same and:

      • On Grid View, the custom field will be shown the selected values.

      • On Task/Bug Form, the custom field will be empty (if the value is missing or unmatched with the settings) and showing the existing values in Settings.

      • So please be concerned when changing existing control type.

    • When user changes the option from Single choice to Multiple, the checkbox option will be kept the same value.

• Date Time:

  • Control Types:

    • Date picker.

    • “Show time”: showing time selection.

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