Quick! How Do I… Add Values to a List Field, Add a Custom Field or Custom List Field?

March 19, 2014 CollabNet VersionOne

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! 🙂

The post Quick! How Do I… Add Values to a List Field, Add a Custom Field or Custom List Field? appeared first on VersionOne Blog.

Previous Article
Using VersionOne to Track Testing
Using VersionOne to Track Testing

OK, so now that we get the agile approach to capturing engineering challenges (Read part 1 and part 2 for a...

Next Article
Organizing and Associating Work to an Epic
Organizing and Associating Work to an Epic

We have many teams within VersionOne using the Epic functionality heavily to organize their work.  I often ...