Custom Fields
  • 2 Minutes to read
  • Dark
    Light
  • PDF

Custom Fields

  • Dark
    Light
  • PDF

Article Summary

Custom fields & tabs are defined per System

You will need the Create/Edit Projects permission to create or edit custom fields


To define Custom Fields - 

    1. Click on the Settings buttonto open up the Settings panel
    2. Custom Fields & Tabs are defined per 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, Users)
      For each Entity, the default tab for Custom Fields is shown, in addition to any Custom Tabs previously created




Creating new Custom Fields

  1. Fields must be added to existing tabs, so highlight an existing tab 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), Tests, Test Steps / Planned Runs, Corrections, Defects, and Users.
  2. Give the new Custom Field a name (e.g. Location, Business Importance, etc.)
  3. Select the Field Type (see explanation below) -



 


Field Types

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. Drop down filed support parent-child field dependencies.


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


Link - This type of field allows users to paste or type a URL to a website or a shared server path

 



Field Settings

Set Connected Activities (for Release Dynamix only)

Associate Custom Fields with specific types of Requirements / Features 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. 


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 (*).



Connect the Field to Project(s)

Select the Projects tab, and select the relevant projects to include the new custom field

  1. Select Save Changes to save the new configuration




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.




Limitations

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

The limitation is per object type (Correction, Defect, Requirement, Feature, Task, Step, Planned Run, and Test).

For Requirements, Features, and Tasks (Levels 1-3) the limitation is on the Account Level, for all other entities the limitation is on the System Level.