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Configure Fields

If you created a workspace from a template, you can begin entering Issues without additional customization of the form.  However, you might want to modify some of the field attributes, or to add or delete fields.  How much customization you do at this point determines how long it will take to implement your new workspace.  Basic field additions, deletions, or changes can be done quickly.

Defining values for drop-down or multi-select fields is a bit more complicated than creating simple fields.  If you want your drop-down or multi-select field to have many selections, and to be used for dependency groups, we recommend creating the list in a separate text file and then importing the selections. Setting up dependency groups can take an hour or more to specify and implement.

Another consideration is whether to implement field-level permissions and which fields to restrict or permit.  Field-level permissions involve user roles as well, so you must also consider the user roles you will create.

You can use the following options to customize the workspace form:

• Manage the Workspace fields that appear in the Issue Information section of the Issue form.  
• Add or delete values in the Status field that appear between Open and Close.
• Create dependencies between Workspace fields.
• Define drop-down choices for the Title field.
• Rename built-in fields such as Title, Status, Priority, etc.
• Change the language of Workspace and Address Book field labels.
• Configure the Dynamic Field Mapper to populate fields from an outside source (requires the Dynamic SQL Link add-on module).

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