Custom fields
An organization administrator can add custom fields that are unique to their organization. Custom fields can be similar to predefined, multi-select, URL, rollup, and item of type fields.
To find a field, search using the field name because they aren't indexed.
When adding a custom field, these are the types you can choose:
Item of Type
Use this 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. Only one item can be selected in an item of type pick list.
Flag
Flag fields are displayed as checkboxes to those working with the item type. By default, all flags are labeled No (False).
Integer
Allows only the entry of whole number positive integers.
Release
Each pick list is populated by the list of releases created within each individual project. Some item types are configured with a release field by default. If the release field is removed from the item type, it's available in the predefined field list.
Pick List
Pick lists are a set of specific values that can be entered in a field.
Float
Use float fields to accurately capture numeric values. The float field follows IEEE 754. These fields can be positive or negative.
Multi-select pick list
Use the multi-select pick list field to allow the user to select multiple values in a pick list.
URL
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.
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.
Text Box
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.
Rollup
A rollup field shows progress being made on downstream items without having to open each downstream item individually. You can select the progress bar to open a filter with any downstream items that are included in the rollup calculation.
Progress on the downstream item is tracked by a pick list (often a Status pick list).
You will need to indicate the downstream item type, the pick list field on that downstream item type, and the pick list value that indicates progress is complete.
Calculated fields
A calculated field allows admins to configure automated calculations using addition, multiplication, average, Weighted Shortest Job First (Scaled Agile prioritization model), and simple logic (2D lookup matrix). You can add calculated field results to the List View and use them for sorting and filtering.
You must select the following options:
Calculation type
Average, Multiply, Sum, Weighted Shortest Job First, or Lookup matrix
Calculation source
This item or Related item(s)
Related item type
Relationship direction
Upstream or Downstream
Fields upon which to base the calculation
This will display pick list, multi-select, integer, other calculated fields from the same item, number of upstream or downstream relationships, and the number of comments fields.
If a pick list field is chosen, the value field is used in the calculation.
If a multi-select field is chosen, the value used is the sum of the value of each selected item.
If a calculated field is chosen, the result of the calculated field is used in the calculation. Once a calculated field is chosen as an input for a calculated field, it can't be used as an input in additional calculated fields.
Number of decimals to display (up to 4)
Whether to require all values to be present before the calculation is performed
If you do not select this option, the calculation will be performed each time a value is entered into one of the selected fields.
Note
American or British-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.