VersionOne provides a comprehensive set of default fields and values to define items in the system. Story Types, Defect Sources, Task Components or Test Methods are a few examples.
But – what if I need to add my own list value to a list field? Or what if I need to define a custom field visible only to my project? Here is a quick reference guide.
1. How do I customize Status values for an item, such as Story, Defect, Tasks & Tests?
- Log in as a System Admin
- In Administration > List Types, select the desired asset section (e.g., Backlog, Task, Tests, etc.)
- Add/edit the list values for the desired drop-down menu in the respective section
2. How do I add custom fields to an item, such as Story, Defect, Tasks & Tests?
- Log in as System Admin
- In Administration > Configuration > Custom Fields, for the desired asset – e.g., Backlog – click on Add Field
- Add the desired custom field(s) and click on Publish Changes (lower left hand corner)
3. How do I add custom list fields to an item, such as Story, Defect, Tasks & Tests?
- Log in as System Admin
- In Administration > Configuration > Custom List Types, click on Add List Type, enter the name for this List Type and save
- Click on Publish Changes
- In Administration > List Types > Custom, add the desired values for the drop-down menu
- In Administration > Configuration > Custom Fields, add the new drop-down menu to the desired asset(s) by clicking on the Add Field arrow and selecting Add Drop-down
- Name the new drop-down and select the new Custom List Type from the List Type drop-down menu; save
- Click on Publish Changes (lower left hand corner)
Now that the new list values, custom fields and/or custom list fields are in, how do I enable these for project-specific visibility?
- Log in as System Admin
- In Administration > Configuration > System verify if Project Workspaces is enabled; if it is, move on to the next step
- If Project Workspaces is not enabled, the new list type value will be available for use immediately
- In Administration > Display Fields > Project Workspace Assets select the project-level for which you wish to display the new list value, custom field or custom list field/value and click on Create Project Workspace; the system will take a few seconds to refresh and enable said Project as a Project Workspace
- With project level selected, expand the desired asset section (i.e., Backlog Item, Defect, Task, Test, etc.); notice that there are two main columns – one for Require and one for Project Settings Display
- Scroll to the list item that you added; if list value, click on the plus (+) sign to Show Values for the drop-down menu and select the checkbox for the new value; the system will apply the changes and show the message “Field Configuration saved successfully” after a few seconds
- The new list value, custom field or custom list field/value value should now be available for the item at the desired project level
Keep this reference handy! Image may be NSFW.
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