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

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! :-)

About Victor Hernandez

Technology generalist, visual thinker, perennially curious - Inspect and Adapt!
This entry was posted in Admin, Getting Started, Product Tips & Tricks, Sprint Planning & Tracking. Bookmark the permalink.

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