Customize Workflow

This topic describes how to define workflow-specific custom fields (Task Management->Workflow->Customize tab).

You may want to create some properties such as version, release, platform and others. All these custom fields will be available only for the tasks with the defined workflow.

You have to fill in the following properties:

Property	Description
Caption	Custom field name. It can be software platform, release, version, customer name and so on.
Order	An integer value which indicates the position of the field on the user page, the system sorts custom fields by this field.
Default	Default field value (100, for example).
Formula	Contains the script name for the calculated custom field. A field is considered calculated if there is a script specified for it. You can get more details about calculated custom fields in the topic Scripts.
List of Values	Contains possible values for dropdown lists. To fill this property enter first list item, then press the Save button, then enter the second and save that, etc.
Required	Indicates whether a field value is required or not. The users can't save a task if they do not fill in all required properties.
Type	Custom field type. Please check out next table for more information about available custom field types.
Visible	Indicates whether field is visible in the Task Header or not.
Send by email	This field defines whether this property should be included in the email notification and subscription messages sent to a user by email.

There are six possible custom field types:

Type	Description
String	String of symbols
Memo	Text area
Float	Floating point value
Integer	Integer value
Date	Date/Time value
List	Drop-down list with values specified in the List field

After all the required fields are filled in, press the Save button to save the created or modified custom field. To delete a custom field or dropdown list item select the field or list item and click the Delete button.

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