#Viewing and Filtering Custom Fields Guide

#Viewing Custom Fields

The Custom Fields page displays all fields in a table format. Each row shows:

• Name: The field name
• Description: Brief description of the field
• Type: Field type badge (Number, Text Box, Checkbox, Dropdown)
• Required: Whether the field is required (YES/NO badge)
• Has Default: Whether the field has a default value (YES/NO badge)
• Default Value: The default value (if set)
• Scope (workspace only): Project scope (All Projects or number of selected projects)
• Views: Number of views where the field appears
• Actions: Menu with options to view details or duplicate

#Column Visibility

You can customize which columns are visible:

1. Click the column visibility icon in the table header.

2. Toggle columns on or off:

   • Name
   • Description
   • Type
   • Required
   • Has Default
   • Default Value
   • Scope (workspace only)
   • Views
   • Actions

3. As a result, the table updates to show only selected columns.

#Filtering Fields

You can filter fields using the Filters Panel:

Search:

• Search by field name, description, or default value
• Search is case-insensitive and matches partial text

Type:

• Filter by field type (Number, Text Box, Checkbox, Dropdown)

Required:

• Filter by whether fields are required (Yes/No)

Has Default:

• Filter by whether fields have default values (Yes/No)

Project (workspace only):

• Filter by project assignment
• Shows fields assigned to specific projects

Views:

• Filter by views where fields appear
• Select one or more views (Release, Requirement, Testcase, Defect)

#Sorting Fields

Click column headers to sort:

• Name: Alphabetical sorting
• Description: Alphabetical sorting
• Type: Sort by field type
• Required: Sort by required status
• Has Default: Sort by default value status

Click again to reverse the sort order.

#Viewing Field Details

#To view a field’s details:

1. Click on a field row in the table, or click the actions menu and select “View Details”.

2. As a result, the field details panel opens on the right side, showing:

   Basic Information:

   • Field name and description
   • Field type with icon
   • Project scope (workspace fields only)
   • Views where the field appears

   Field Options:

   • Required status
   • Default value status and value
   • Dropdown options (if applicable)

#Pagination

The Custom Fields table supports pagination:

• Items Per Page: Select how many fields to show per page (10, 25, 50, 100)
• Page Navigation: Use pagination controls to navigate between pages
• Page Info: Shows current page range (e.g., “Showing 1-10 of 45 fields”)