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How to define Custom Fields?

Note

  • You will need the Create/Edit Projects permission to create or edit custom fields
  • Custom fields & tabs are defined per system

To define Custom Tabs - 

  1. Select Setup and then Configuration
  2. Custom Fields & Tabs are defined per ERP system, so select the relevant System from the drop down list
  3. Select to View & Manage Fields & Tabs Customization
  4. Select the By Entity view
  5. You will be able to see - the list of Entities (Correction, Defect, Requirement, Step/Planned Run, Test)
    For each Entity, the default tab for Custom Fields is shown, in addition to any Custom Tabs previously created

    Creating new Custom Fields
    Fields must be added to existing tabs, so Highlight an existing tab of the relevant Entity and click the New Field button. In the example below, the new Field will be added for the General Tab of the Test Entity.


    Editing an Existing Field
    If you wish to edit an existing field, highlight the field to view and change the field settings.
    Good to Know!
    Default Panaya fields for Requirements can be renamed
  6. Give the new Custom Field a name (e.g. Location, Business Importance etc.)
  7. Select the Field Type (see explanation below) -

    Input Text - This field type allows the user to add free text in any string (text, numbers or a combination of both)


    Drop Down - This field type allows the user to only select a value from a list of values that will appear in a drop-down list


    Number - This field type will allow the user to only type in a numeric value


    Date - This field type will open a calendar in order to select a specific date


    User - This field type will display a drop-down list with all project users to select from

     
  8. You can also:

    Define a tooltip
    You can define a tooltip message so that a user can better understand the meaning of the new field. 


    Define a Default Value
    The defined value will be automatically selected when the activity is created.

    Assign by default to new projects
    If you select this option, new projects created within Panaya (for the current system) will automatically include the new custom field.

    Set a Field as Mandatory
    If a field is defined as mandatory, the activity will not be saved unless the field is populated with a value.
    Mandatory fields will be marked with an asterisk (*).


     
  9. Connect to Project -
    Select the Projects tab, and select the relevant projects to include the new custom field
  10. Select Save Changes to save the new configuration

See also
How to create a new Custom Tab?
Where can I view the new Custom Field?
How to disconnect a Custom Field from a project?

View all Custom Fields & Tabs articles