At Yodiz, there is enhanced functionality to create custom fields. There are multiple types of custom fields that can be created. In this help article, we will cover 3 things.

  1. How to
    access
    custom fields admin area.
  2. How to
    create
    custom fields
  3. How to
    edit
    custom fields.

1. Access Custom Fields

In order to manage or create custom fields, you first need to go to it’s management page.

  • Click on the settings icon on the top right, and select Administration.
  • Click on Configurations from top navigation menu.
  • Select Manage Custom Fields.

2. Create Custom fields

Click on Create Custom fields link from left menu and you will a form with type of fields to be created, details, visibility at “Issue” or “User Story” and project. There are 3 steps to create custom field:

Step 1:
Select type of custom field you want

Step 2:
Provide values, name, description and select if it’s “Is Required”, means it’s MUST field

Step 3:
Decide, whether it would be visible only at Issues or User Stories (currently it can only be visible at one type of item), if you need at both, then you need to create 2 fields.

Also, decide, under which projects this custom field would be visible.

custom1

3. Edit Custom Fields

From the top menu, select Configurations, the select Manage Custom Fields. The screen will show you a list of all current Custom Fields. In order to Edit one, press the settings icon on the far right of the Custom Field and select Edit.

custom2
What you can’t change is
  • Type of custom field
  • It’s visibility (Issue or User Story)