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How to Create Custom Fields - Configuration Guide

You can create new custom fields if you have the appropriate permissions.

To create a custom field:

  1. On the Custom Fields page, click the “Create Field” button in the header.

  2. A modal “Create Custom Field” will appear. Fill in the following sections:

    Basic Information:

    • Name: Enter a descriptive name for the field (e.g., “Component”, “Severity”, “Environment”). This field is required and must be at least 3 characters long.
    • Description: (Optional) Add a brief description explaining the field’s purpose and usage.

    Field Type:

    • Select a field type from the dropdown:
      • Number: For numeric values
      • Text Box: For short text input
      • Checkbox: For boolean values
      • Dropdown: For predefined options
    • The field type determines what input control users will see

    Scope (workspace only):

    • Choose the project scope:
      • All Projects: The field is available in all projects
      • Selected Projects: The field is available only in specific projects
    • If “Selected Projects” is chosen, use the multi-select dropdown to choose which projects
    • You can search for projects by name

    Visible in Views:

    • Select one or more views where the field should appear:
      • Release: Appears in release forms
      • Requirement: Appears in requirement forms
      • Testcase: Appears in test case forms
      • Defect: Appears in defect forms
    • You can select multiple views

    Field Options (right panel):

    • Is Required?: Check this if the field must be filled in
      • If checked, the field will be marked as required in forms
      • Required fields cannot be left empty
    • Has Default Value?: Check this to set a default value
      • If checked, a default value input appears based on the field type
      • The default value is automatically filled when creating new items
    • Default Value: Enter the default value (appears when “Has Default Value?” is checked)
      • For Number: Enter a numeric value
      • For Text Box: Enter text
      • For Checkbox: Select “Checked” or “Unchecked”
      • For Dropdown: Select one of the dropdown options as default
    • Dropdown Options (dropdown type only):
      • Click “Add Option” to create dropdown options
      • For each option, specify:
        • Label: The text displayed to users
        • Icon (optional): An icon to display with the option
        • Color (optional): A color for the option badge
        • Default: Mark one option as the default
      • You must add at least one option before setting the field as required or adding a default value
      • Options can be reordered by dragging

  3. Click “Create” to create the field.

  4. As a result, the new custom field is created and appears in the fields table. It will be available in the selected views for the specified projects.

Field Type-Specific Configuration

When creating a dropdown field:

  1. Select “Dropdown” as the field type.

  2. In the Field Options panel, click “Add Option” to create options.

  3. For each option:

    • Enter a Label (required)
    • Optionally select an Icon from the icon picker
    • Optionally select a Color for the option badge
    • Optionally mark as Default (only one option can be default)

  4. Reorder options by dragging them.

  5. Remove options by clicking the delete icon.

  6. Note: You must add at least one option before:

    • Setting the field as required
    • Adding a default value

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