{"id":999,"date":"2016-09-21T15:17:43","date_gmt":"2016-09-21T03:17:13","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=999"},"modified":"2023-08-23T22:01:10","modified_gmt":"2023-08-23T22:01:10","slug":"a1061","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a1061\/","title":{"rendered":"Add custom field form"},"content":{"rendered":"
This popup<\/a> form can be accessed via\u00a0the \"Add<\/a>add menu in the top header area of the\u00a0selected\u00a0asset<\/a> view page (e.g. \"Contact<\/a>organisation<\/a>, \"Portfolio<\/a>portfolio<\/a>,\u00a0 \"Programme<\/a>programme<\/a>, \"Project<\/a>project<\/a>, \"Subproject<\/a>sub-project<\/a>, \"Actions<\/a>action<\/a>, \"Better<\/a>assumption<\/a>, \"Attachments<\/a>attachment<\/a>, \"benefit\"<\/a>benefit<\/a>, \"Change<\/a>change request<\/a>, \"Comment<\/a>comment<\/a>, \"decision<\/a>decision<\/a>, \"Defect<\/a>defect<\/a>, \"dependency\"<\/a>dependency<\/a>, \"icon_exception\"<\/a>exception<\/a>, \"Portfolio<\/a>folder<\/a>, \"issues<\/a>issue<\/a>, \"Lesson<\/a>lesson<\/a>, \"meeting<\/a>meeting<\/a>, \"Milestones<\/a>milestone<\/a>, \"Release<\/a>release form<\/a>, \"Requirements<\/a>requirement<\/a>, \"Risk<\/a>risk<\/a>,\u00a0 \"Task<\/a>task<\/a>, \"working<\/a>task group<\/a>, \"Test<\/a>test case<\/a>, \"icon_user\"<\/a>user<\/a> or \"vendor<\/a>vendor<\/a> view pages, as shown in Figure 1. Alternatively, you can access the \"Add<\/a>add popup form at the bottom of the Custom fields<\/strong> tab at these same view pages, as shown in Figure 2.\r\n

\"\"<\/a><\/p>\r\n

Figure 1 – Access via add menu<\/strong><\/p>\r\n

\"\"<\/a><\/p>\r\n

Figure 2 – Access via custom fields tab<\/strong><\/p>\r\n

This popup is shown in Figure 3 and is used to add a new \"custom<\/a>custom field<\/a> for the selected asset.<\/p>\r\n

\"\"<\/a><\/p>\r\n

Figure 3 – Add custom field form<\/strong><\/p>\r\nThis form has the following fields:\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Context:<\/th>\r\nThis read-only<\/em> field shows which organisation, programme, project or defect you are adding this new custom field to.<\/td>\r\n<\/tr>\r\n
Title*<\/em><\/sup>:<\/th>\r\nEnter the short name for this custom field here. This will be displayed on the form for the data type that this new custom field applies to.<\/td>\r\n<\/tr>\r\n
Section:<\/th>\r\nUse this drop-down field to select which group you would like to section this new custom field off into.<\/td>\r\n<\/tr>\r\n
(New Section):<\/th>\r\nThis field will be available for you to assign this new custom field to an entirely new section if you have selected the “Add a new section” option in the section<\/strong> field above.<\/td>\r\n<\/tr>\r\n
Description:<\/th>\r\nEnter a longer description for this new custom field here.<\/td>\r\n<\/tr>\r\n
Mandatory:<\/th>\r\nSelect this check box if you would like to make this new custom field mandatory.<\/td>\r\n<\/tr>\r\n
Include in selected details:<\/th>\r\nSelect this check box if you would like to display this custom field in the Selected details<\/strong> box on the context <\/strong>asset’s view page.<\/td>\r\n<\/tr>\r\n
Codename*<\/em><\/sup>:<\/th>\r\nEnter a codename that can be used in report templates to identify this new custom field. The codename must start with an alpha character and can contain alpha characters, numbers and underscores. The codename cannot contain any spaces.<\/td>\r\n<\/tr>\r\n
Asset type:<\/th>\r\nUse this drop-down list to select the asset type that this new custom field will apply to.<\/td>\r\n<\/tr>\r\n
Field type:<\/th>\r\nUse this drop-down list to select the type for this new custom field.<\/td>\r\n<\/tr>\r\n
Default value:<\/th>\r\nOnce you’ve clicked the Next<\/strong> button you will be given an option to set the default value for this custom field. The format of the default value will depend on the field type<\/strong> that has been selected in the field above.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n*<\/em><\/sup>The title and the codename are mandatory, but all other fields are optional.\r\n\r\nOnce you are happy with your entries click the “Add custom field<\/strong>” button at the bottom of the form. This will add a new custom field with the details that you supplied.\r\n\r\nThe new custom field can be viewed in a number of locations, including the Custom fields <\/strong>tab at the parent asset’s view page, as shown in Figure 4. Alternatively you can view the new custom field from the parent asset’s dashboard<\/strong> in the Custom fields<\/strong> dashlet, as shown in Figure 5.\"\"<\/a>\r\n\r\n \r\n

\u00a0Figure 4 – View from custom fields tab<\/strong><\/p>\r\n

\"\"<\/a><\/p>\r\n

Figure 5 – View from Custom Fields dashlet<\/strong><\/p>\r\nClick the Cancel<\/strong> button if you no longer want to add a new custom field.<\/div>\r\n

Related topics<\/h4>\r\n