Add custom fields

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Add custom fields

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Custom fields allow administrators to create item type fields that are unique to their organization. Note that custom fields are not indexed and therefore must be searched using its unique field name.

Add item of type field

Use the custom field value "item of type" to create a new pick list field that is populated by a list of existing items in the current project that are of the specified item type. Users can reference items of another type in this manner.

1.Select the Custom fields radio button.
2.Select Item of type from the drop-down.
3.Configure the new field's options.
4.Select an item type from the bottom area of the dialog.
5.Select Save.

 

AddItemofType

Add multi-select pick list field

Use the multi-select pick list field to allow the user to select multiple values in a pick list.
Note: Item of type fields cannot be used in a multi-select field.

1.Select the Custom fields radio button.
2.Select Multi-select from the drop-down.
3.Configure the new field's options.
4.Select a pick list from the bottom area of the dialog.
5.Select Save.

 

 

AddMultiselectField

 

Add URL Field

A URL field is similar to a regular text box. It performs some minor validation of text entered in the field to check that it is a URL and will display the text as a link when submitted.

1.Select the Custom fields radio button.
2.Select URL from the drop-down.
3.Configure the new field's options.
4.Select Save.

 

Add text field

A text field is designed to hold plain text strings with no line breaks. If line breaks are required, use the Text box field.

1.Select the Custom fields radio button.
2.Select Text field from the drop-down.
3.Configure the new field's options.
4.Select Save.

Add text box field

A text box field is designed to hold more data than a typical text field. It can store plain text or rich text and can also have a template applied to it.

1.Select the Custom fields radio button.
2.Select Text box from the drop-down.
3.Configure the new field's options.
4.Select the text components from the drop-down: Text box (which would be plain text) or Rich text.
5.Select a default template from the drop-down, if desired. The list of templates comes from the templates stored in the Organization Administration Editor Templates section.

 

AddTextBoxItemType

 

Add rollup field

A rollup field shows progress being made on downstream items without having to open each downstream item individually. Progress on the downstream item is tracked by a pick list (often a Status pick list).

1.Select the Custom fields radio button.
2.Select Rollup from the drop-down.
3.Configure the new field's options.
4.Select the downstream item type. The rollup field will only look at items of this type in performing the progress calculations.
5.Select the pick list field from the selected item type. This pick list will only display pick list fields from the selected item type.
6.Select the field value(s) that show that progress is complete. For example, if you want to track downstream use cases that have been completed, you might select closed or dropped (if applicable) for field values.

 

rollupfield

 

Add calculated field

A calculated field allows the user to add, multiply or automatically average several integer or pick list fields. You can also create Weighted Shortest Job First (WSJF) fields to help prioritize items in Jama. You can add calculated field results to the List View and use them for sorting and filtering.

1.Select the Custom fields radio button.
2.Select Calculated from the pick list.
3.Configure the new field's options.
4.Select the calculation type: Average, Multiply, Sum or Weighted Shortest Job First.
5.Select the calculation source: This item or Related item(s).
Related item(s)
a.Select the related item type upon which to base your calculations.
b.Select the relationship direction. This will be the direction in which the related items are with respect to this item.
6.Select the fields upon which to base the calculation. This pick list will display pick list, multi-select, integer, number of upstream or downstream relationships, and the number of comments fields. If a pick list field is chosen, the value field will be used in the calculation. If a multi-select field is chosen, the value used will be the sum of the value of each selected item
7.Select the number of decimals to display, up to 4.
8.Select whether to require all values to be present before the calculation is performed. If you do not require this feature, the calculation will be performed each time a value is entered into one of the selected fields.

Notes

American or Brisith-style decimals must be used in the fields from which the calculations are derived. Errors will occur if non-American or British style decimals are entered.
If a calculation is based on a related item, the calculated field will not update until the item containing the calculated field is edited.

 

calculatedfields