How to set up Custom Fields?

Up to 100 different Custom Fields can be added to almost every type of Targetprocess entities. There are Global and Process-specific Custom Fields.

Global Custom Fields

Global custom fields have common settings for all the Processes.

The following types of entities share the common settings of configured custom fields:

• User
• Team
• Team Iteration (Team Sprint)
• ExD entities
• Program
• Requester

To configure fields for these entity types, navigate to:

Settings → Custom Fields → Add

Process-specific Custom Fields

For all portfolio (project)-specific entities custom fields are set up on a per-Process basis. Each portfolio (project) is assigned to a particular Process, and, therefore, entities in this Portfolio (Project) inherit the Custom Fields setup of its Process.

Please learn how to know the Process name for your Portfolio (Project).

To check the Custom Fields setup for your process(es), navigate to

Settings → Processes → [Your process] → Custom Fields

On this screen, you see a list of the Custom Fields already set up for that Process, as well as the ability to add, edit, and delete fields.

To add a Custom Field, simply click the Add link on this screen. You will then see the form for adding a new Custom Field:

Enter a label for your field, choose the entity that you want to add the field for, and select a field type. There are multiple types of fields that you can add in Targetprocess.

If you want to add a tooltip to explain the purpose of fields that might not be clear to team members, fill in the 'Description' field.

A tooltip will be displayed when you click on the question mark icon next to the field name:

If you want to add the same field to multiple entities, you can check the other entities you want the field to also be created for. This simplifies the process of adding the same Custom Field across multiple entity types.

You can add up to 100 custom fields for every entity in every process.

If you want your Custom Field to be a required (mandatory) field, make sure to check the Required field check box.

System  custom fields can be modified only by system users and system activities, for example by metrics

If you're not sure in any settings, don't worry — you can always come back and change them later.

Custom Fields in entity views

In case you have Detailed View Customization enabled for your entities, the order of Custom Fields can be changed directly in the template.

When Detailed View Customization is not enabled in your Targetprocess account, then Custom Fields appear on detailed views in the following places:

• "Custom Fields" panel on the right side bar. Text, Drop Down List, Multiple Selection List, Check Box, URL, Template URL, Date, Number, Money, Targetprocess Entity fields appear there.
• The place between Description and Attachments, Comments sections in the central area. Rich Text fields appear there.
• A tab in top tabbed selector area. "Multiple Targetprocess Entities" fields appear there.

The order in which the fields are displayed can be changed. Place the most important Custom Fields at the top of the list to make your views more readable and adaptable to your needs.

For example, let's say you have the following list of Custom fields for a Portfolio (Project) view:

You might decide you want to see all budget fields first.

To do this, open the Custom Fields menu in Settings. You can move fields one by one. Hover the mouse over the corresponding field, drag the field clicking on the icon in the Order column and pull it slowly into the position you want to see it on the view:

Now, budgets will be displayed first:

Drag'n'drop action works only when custom fields in the list are sorted by Order column. In order to sort fields, please click on column header until a top arrow icon appears.

Default text placeholder for Custom Fields

An optional text placeholder for empty Text, Rich Text custom fields can be added. A placeholder works as a tiny hint for end users. It helps them to understand what kind of information may they enter to the text field.

Targetprocess Administrators edit Placeholders in field settings.

Custom Fields on Views

Once a Custom Field has been added, it is possible to add it to Cards (on Boards, Lists, Roadmaps) using Customize Cards feature: