--- title: "Custom Fields" slug: "how-to-define-custom-fields" updated: 2025-04-21T11:16:56Z published: 2025-04-21T11:16:56Z --- > ## Documentation Index > Fetch the complete documentation index at: https://success.panaya.com/llms.txt > Use this file to discover all available pages before exploring further. # Custom Fields **Custom fields & tabs** are defined **per system** You will need the **Create/Edit Projects**[**permission**](/v1/docs/how-to-allowdeny-user-permissions) to create or edit custom fields. **To define Custom Fields -** 1. 1. Click on the **Settings button![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639048967786.png)**to open up the **Settings panel.** ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639048979070.png) 2. Custom Fields & Tabs are defined **per System**, so select the relevant **System** from the drop-down list ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639048986829.png) 3. Select to**View & Manage Fields & Tabs Customization** ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639049014608.png) 4. Select the **By Entity** view. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639049023614.png) 5. You will be able to see - the**list of Entities** (Correction, Defect, Requirement, Step/Planned Run, Test, Users) For each Entity, the default tab for Custom Fields is shown, in addition to any [Custom Tabs previously created](/v1/docs/how-to-define-custom-tabs). ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639049033082.png) --- ## **Creating new Custom Fields** 1. Fields must be added to existing tabs, so [**highlight an existing tab**](/v1/docs/all-about-panayas-custom-fields-tabs) of the relevant activity type and click the **New Field**button. In the example below, the new field will be added for the **General Tab** of the**Test Entity**. Custom fields can be created for Requirements / Features / Tasks ([Levels 1-3](/v1/docs/how-to-setup-your-development-methodology)), Tests, Test Steps / Planned Runs, Corrections, Defects, and Users. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639049048729.png) ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639049064488.png) 2. Give the new Custom Field a **name**(e.g., Location, Business Importance, etc.) ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639049076041.png) 3. Select the**Field Type**(see explanation below) - ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639049084109.png) --- **** ### ### Field Types #### **Input Text** This field type allows the user to add free text in any string (text, numbers, or a combination of both) ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639049093911.png) #### **Drop-Down** This field type allows the user to select only a value from a list that will appear in a drop-down list. Drop-down fields support [parent-child field dependencies](/v1/docs/custom-fields-dependency). ##### ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639049110117.png)Hiding Drop-Down Values You can hide obsolete values from drop-down custom fields, helping users focus only on what matters. - Hidden values will not appear in the drop-down list during edit or mass edit. - Existing entities using hidden values will still display them. - Import/Export templates will continue to support all values, including hidden values. - Filters will exclude hidden values by default, but users can toggle a setting to include them. - APIs remain fully supported—all values (visible and hidden) will still be processed as usual. #### **Number** This field type will allow the user to only type in a numeric value ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639049121087.png) #### **Date** This field type will open a calendar to select a specific date ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639049130022.png) #### **User** This field type will display a drop-down list with all project users to select from ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639049140306.png) #### **Link** This type of field allows users to paste or type a URL to a website or a shared server path ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639049150209.png) --- ### Field Settings **Set Connected Activities**(for Release Dynamix only) Associate Custom Fields with [specific types of Requirements / Features](/v1/docs/how-to-setup-your-development-methodology) as well as User Stories and Tasks. This capability will allow customizing fields and tabs to only appear for specific management processes and workflows. **Define a tooltip** You can define a tooltip message so that a user can better understand the meaning of the new field.**** ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639049159963.png) **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 (*). ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639049169644.png) --- ### **Connect the Field to the Project(s)** Select the**Projects tab**, and select the relevant projects to include the new custom field. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639049185910.png) 1. Select **Save Changes** to save the new configuration. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639049192317.png) --- ## **Editing an Existing Field** If you wish to edit an existing field, highlight the field on the left pane to view and change the field settings on the right-hand side of the screen. --- ## Limits Panaya limits the number of fields allowed for each field type as follows - Input Text - 55 Drop Down - 50 Number - 15 Date - 45 User - 25 Link - 20 > [!WARNING] > **For Corrections, Defects, Tests, Steps/Planned Runs -** > > - The limitation is per entity type. > - The limitation is on system level. > > **For Requirements / features / tasks -** > > - The limitation is for the all entity types together (Levels 1,2 & 3). > - The limitation is on account level. > - *Special Characters are supported for Values, however, commas cannot be used in a Value ‘,‘.* ## Related - [Custom Tabs](/how-to-define-custom-tabs.md) - [Renaming Fields](/how-to-rename-fields.md) - [Custom Fields Default Location](/where-can-i-view-the-newly-created-custom-field.md) - [Disconnecting Fields from a Project](/how-to-disconnect-a-custom-field-from-a-project.md) - [Custom Fields Dependency](/custom-fields-dependency.md)