YouTrack InCloud 7.0 Help

Create and Edit Custom Fields

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As an administrator, you can create, edit, and delete customs field in YouTrack. You can add custom fields to the system and define their properties without attaching them to projects in the system.

Users with project administrator roles can create their own custom fields and attach them to their own projects.

When you create a new field, you can attach it to a project or let the project administrator attach the field as necessary.

Create a Custom Field

The process for creating a custom field differs by field type.

Fields with simple data types store single values. The data type that you assign to the field determines how these values can be used elsewhere in YouTrack. For example, when you assign a field a date data type, the values can be used to generate a report that shows issues that are past due.

To create a custom field with a simple type:

  1. Navigate to Administration > Custom fields > Fields List and click the Add new custom field button.
    • The New Custom Field dialog opens in the sidebar.
    createSimpleFieldStep1
  2. Enter values in the custom field settings. For a detailed description of each setting, see Create and Edit Custom Fields
  3. Click the Add New Field button.
    • The custom field is added to YouTrack.

Custom fields with enumerated types (enum[* | 1]) such as State State and Priority have a few more options. In addition to the settings that are used for simple types, you must define a list of possible values that can be selected for the field.

To create a custom field with an enumerated type:

  1. Navigate to Administration > Custom fields > Fields List and click the Add new custom field button.
    • The New Custom Field dialog opens in the sidebar.
    createBundleFieldStep1
  2. Enter values in the custom field settings. For a detailed description of each setting, see Create and Edit Custom Fields
  3. For enumerated types, you have the following options:
    • Select the New set option. Define the set of values after you create the custom field.
    • Select a field from the list. The set of values that is used in the select field is added to the new field.
  4. Click the Add New Field button.
    • The custom field is added to YouTrack.

Edit a Custom Field

You can modify the settings for a custom field to control its visibility and attach it to new projects automatically.

To edit a custom field:

  1. In the Project-related Settings section of the Administration menu, select Custom Fields.
  2. Select the Fields List tab.
  3. Select the field in the list.
  4. Edit the settings shown in the sidebar.
    cfEditDialog

Delete a Custom Field

When you delete a field that is used in a project, the field is deleted from all issues. Values that were stored in this field are lost. If you delete a custom field that has never been attached to a project, it is deleted without confirmation.

To delete a custom field:

  1. In the Project-related Settings section of the Administration menu, select Custom Fields.
  2. Select the field in the list.
  3. Click the trash button in the toolbar.
  4. Click the Delete button in the confirmation dialog.

Custom Field Settings

The following settings are used for fields with simple data types:

FieldDescription
Field NameEnter a name for the custom field.
TypeSelect the field type. When you select a type, additional parameters that are used to define the selected type are displayed.
AliasesEnter one ore more values to use as keywords in search queries. For example, for a field 'Project' the alias can be 'in:', so you can use in: MyProject as a search query instead of project: MyProject.
Can be emptySelect if the field can have an empty value. For fields with simple types, this option is always enabled.
Empty value nameEnter the value to show by default in the empty field.
Make privateSelect to make the field visible only to users with permission to view private fields.

The following additional settings are available for fields with enumerated data types:

FieldDescription
Multi-valueSelect to allow one or more values to be stored in the field.
Set of ValuesSelect the default set of values to store in the custom field.
  • New set — Attaches a new list of values to the field.
  • Existing set — Attaches an existing list of values to the field. When you select an existing set of values, you can set the default value to use for this field.
Default Value(s)When you select an existing set of values, you have the option to set the default value that is assigned to the field. If the Multi-value setting is enabled, you can select one or more default values.
Can be emptySelect if the field can have an empty value. You can only disable this option when a default value has been set.
Empty value nameEnter the text to display in the issue field when the field is empty.
Last modified: 29 September 2016