Creating Custom Data Fields
Access this section from the Custom Data Fields link in the toolbar:
This will bring you to a list of all Custom Data fields (including tables of fields). This list can be filtered by field name.
You can copy the Custom Field safe name by clicking on the copy icon:

Creating a Field

Click the ‘+’ icon at the top right of the screen to begin. This will bring up a popup to define the field data (for existing fields, click on the field to bring up this popup for editing).
You can set the following field-level settings here:
Attribute
Description
Notes
Name
The field name
Safe Name
The name by which the field should be referenced on Cards
The system will autogenerate this name as you type (a copy of the field name with spaces removed). This Internal Name should be used in any subsequent Custom Card HTML / Typescript references. You can copy the Custom Field safe name by clicking on the copy icon.
Description
A description for the field
Type
The underlying data type for the field, e.g. long text / date time etc.
Default Value
value initially set for the field when it is first used on a card
This is not mandatory
Private
Whether the fields value should be shared among related work items
By default, and changes in a field's value when made in e.g. an Action have an immediate effect in all its related work items, i.e. its parent Case, the Actions of that Case and even any originating Ticket. If you wish the value updates made for a specific field in a work item to NOT propogate through to related items, mark it as 'Private' here.
Searchable
Whether the field should be available to search by in Quickfind
If you set a field as Searchable you will need to provide a shortcut code to use in Quickfind. See 'Quickfind with Custom Data' section for more details. Click here for more information.

Types of Field

The following Types of fields are supported:
Type
Description
Checkbox
True / False Boolean marker
Date and Time
Stores both the date and time component.
Date Only
Stores only the date component
Decimal Number
e.g. 3.2
Email Address
List
A dropdown list. If you select this type, you can manually enter a list of available dropdown items along with the field. This supports copy / pasting of tabular information from e.g. spreadsheets.
Long Text
Text fields of over 255 characters.* *note: future search functionality to allow for searching custom fields will not cover Long text fields.
Multi-level List
A dropdown list with multiple levels (up to 3 levels supported, see section below for more details).
Short Text
Text field limited to 255 characters.
Whole Number
e.g. 4

Multiple-Level Lists

This datatype allows users to create lists with up to two additional nested sub-lists.
Please note:
  • Parent list items and their children are sorted alphanumerically by default
  • Duplicate child entries per single parent are not allowed
When editing a custom field, you are also able to see its activity history by clicking on the Show Activity button. You can see when the custom field was created and by who, as well as if any edits have been made to the custom field, when they were made and by who.

Creating Tables

In addition to defining individual fields you can also define tables to allow for storing of repeating rows of information. Click the ‘Add Table’ link in the Custom Fields screen.
Here you can create the following Table-level settings:
Attribute
Description
Notes
Name
The table name
Safe Name
The name by which the table should be referenced on Cards
The system will autogenerate this name as you type (a copy of the field name with spaces removed). This Internal Name should be used in any subsequent Custom Card HTML / Typescript references.
Description
A description for the table
Private
Whether the fields value should be shared among related work items
By default, and changes in a field's value when made in e.g. an Action have an immediate effect in all its related work items, i.e. its parent Case, the Actions of that Case and even any originating Ticket. If you wish the value updates made for a specific field in a work item to NOT propagate through to related items, mark it as 'Private' here.
After clicking ‘Save’ (or, if you are editing a table, after clicking ‘OK’), you will then be able to create and edit the the fields within this table.
To add a new field, click the '+' icon on the right.
To edit a field, click on the menu option on the right of the row of the field you want to edit.
This will bring up a popup where you either add a new field, or edit an existing one.
Here you can define the following settings:
Attribute
Description
Notes
Name
The field name
Safe Name
The name by which the field should be referenced on Cards
The system will autogenerate this name as you type (a copy of the field name with spaces removed). This Internal Name should be used in any subsequent Custom Card HTML / Typescript references.
Description
A description for the field
Type
The underlying data type for the field, e.g. long text / date time etc.
See here for more details.
Default Value
value initially set for the field when it is first used on a card
This is not mandatory
When editing a custom table, you are also able to see its activity history by clicking on the Show Activity button. You can see when the custom table was created and by who, as well as if any edits have been made to the custom table, when they were made and by who.
You can delete a Custom Field by clicking on the menu option on the right of the row:
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Outline
Creating a Field
Types of Field
Creating Tables