Skip to content
Hawzu Docs

Create Custom Fields

2 min read

Create custom fields when a team needs structured information beyond Hawzu’s standard fields.

Workspace fields define reusable structure. Project fields define how that structure is used in a specific project.

Create A Workspace Field

Section titled “Create A Workspace Field”

Open the workspace Custom Fields page and select Create Field.

Workspace field creation includes:

  • Name: required, minimum 3 characters.
  • Description: optional.
  • Field Type: required.

After a workspace field is created, it becomes available for projects to enable and configure.

Field Type Is Locked

Section titled “Field Type Is Locked”

Hawzu shows a warning before creation because field type cannot be changed later.

Choose carefully. The field type controls validation, display, filtering, and default-value behavior.

Create A Project Field

Section titled “Create A Project Field”

Open the project Custom Fields page and select Create Field.

Project field creation includes:

  • Name: required, minimum 3 characters.
  • Description: optional.
  • Field Type: required.
  • Views: where the field appears.
  • Is Required?: whether users must provide a value.
  • Has Default Value?: whether new items should start with a value.

Project fields are created for the current project.

Choose Views

Section titled “Choose Views”

Project fields can appear in these views:

  • Testcase
  • Requirement
  • Release
  • Defect

Choose only the views where the field is useful. This keeps forms focused.

Required Fields And Defaults

Section titled “Required Fields And Defaults”

If Is Required? is selected, Hawzu automatically turns on default-value behavior.

Default values help existing and new items satisfy the required field rule.

For project fields, Hawzu may show an Impact Summary before creation when the field is required, has a default value, and is assigned to one or more views. The summary tells users which views will receive the default value.

Default Value By Field Type

Section titled “Default Value By Field Type”

Default values depend on the field type:

  • Number: enter a number.
  • Text Box: enter a short text value.
  • Text Area: enter longer text.
  • Checkbox: choose checked or unchecked.
  • Date Picker: choose a date.
  • Link: enter a valid URL.
  • Dropdown: mark one dropdown option as the default.

For Link fields, the URL must start with http:// or https:// and must contain a valid host.

Section titled “Dropdown Fields”

Dropdown fields require at least one option before the field can be created.

Dropdown options can include labels, colors, icons, and a default option. If Has Default Value? is selected, one active option must be marked as the default.

If all dropdown options are removed while creating the field, required/default controls are cleared.

Create Button Behavior

Section titled “Create Button Behavior”

The create button is available only when required inputs are valid.

For project fields, creation is blocked when:

  • Name is empty.
  • Field type is not selected.
  • Dropdown has no options.
  • Dropdown default is required but no default option is selected.
  • A non-dropdown default value is required but empty.
  • Link default value is invalid.

Unsaved Changes

Section titled “Unsaved Changes”

If users change field information and then cancel or close the create window, Hawzu protects against losing unsaved changes.

Next Steps

Section titled “Next Steps”