Custom Fields | PLANTA Online-Hilfe

What Are Custom Fields?

Information

Custom fields are fields which can be used to extend PLANTA pulse and adapt it to your own needs.
They can be used to collect further information on projects, boards or cards.
The fields can be created globally, i.e. for the entire system, or for individual projects or individual boards.

Which Custom Fields Are There?

Information

In PLANTA pulse, there are different custom field types available:
- Text
- Number
- Checkbox
- Date
- Listbox
- Link
- Card Color
- Votings
- User Picker
- Booking Object from PLANTA project

Field Type	Available on	Details
Text	Project Boards Cards	Adds a text field.
Number	Project Boards Cards	Adds a listbox for picking a number.
Checkbox	Project Boards Cards	Adds a checkbox.
Date	Project Boards Cards	Adds a calendar listbox.
Listbox	Project Boards Cards	Adds a listbox with listbox values. When creating the field, enter a listbox value in the field Listbox Values and confirm by pressing Enter. Create more listbox values in the same way.
Link	Project Boards Cards	Adds a field for saving a link. The URL needs to be entered in the following format: `http://www.URL.de`.
Card Color	Cards	Adds a listbox with color values. When creating the field, click on the below the listbox Type. In the field Title, add a title for the color. Add further colors in the same way. Click Create. Add further colors in the same way. Coloring a card In the detail view of the card, select the desired color from the listbox. To remove the color, select the value (none) in the listbox. Coloring a swimlane In the swimlane menu, click Select Color for Cards. Select a color. Click OK. All cards in the swimlane are displayed in the selected color. When a card is moved into the swimlane, it is colored automatically.
Votings	Project Boards Cards	Adds a vote. The members of the object can vote with Thumbs Up or Thumbs Down . Only project admins can vote in votings on projects. The number of votes is displayed: Once the first members have voted, the field appears. By clicking on it, you can see who voted. The individual votes of the members are displayed in the activity stream of the object.
User Picker	Project Boards Cards	Adds a field for selecting a user. When creating the field, a user group from which users can be selected can be configured: All users: All users of the PLANTA pulse system can be selected. Project members: All members of the project can be selected. Board Members: All members of the board can be selected. Custom User List: An individual list of users can be created by clicking and selecting the users.
Booking Object from PLANTA project	Cards	Adds a field in which a booking object (task) from PLANTA project can be selected for time recording. The field can be used to link cards to tasks from PLANTA project independently of the synchronization of projects or boards. When hours worked are recorded on the card, they are booked to the selected task. More Information This feature requires at least version 39.5.23 of PLANTA project.

Where Can I Use Custom Fields?

In PLANTA pulse, we differentiate between two levels when talking about custom fields:
- Definition level: Where are the fields defined?
  - Custom fields can be defined globally, per project or per board.
- Usage level: On which objects can the fields be used?
  - Custom fields can be used on projects, boards and cards.
  - A field can not be used on several object types at the same time.
In the following sections, the individual levels are described in more detail.

Projects

How can I use custom fields for projects?	Custom fields can be filled in the Settings tab of the Projects panel. Only project admins can fill the fields. Once the fields are filled, they are displayed below the project title in the Projects panel.
How can I create custom fields for projects?	Global: Click the in the Administration → Settings → Custom Fields. In the Available on field, select the Project option and define the required field. The field is available in all projects of the system. Project: Click the in the Projects panel → Settings → Custom Fields area. In the Available on field, select the Project option and define the required field. The field is available in this project.

How can I use custom fields for projects?

Custom fields can be filled in the Settings tab of the Projects panel.
- Only project admins can fill the fields.
Once the fields are filled, they are displayed below the project title in the Projects panel.

How can I create custom fields for projects?

Global:

Click the in the Administration → Settings → Custom Fields.
In the Available on field, select the Project option and define the required field.
The field is available in all projects of the system.

Project:

Click the in the Projects panel → Settings → Custom Fields area.
In the Available on field, select the Project option and define the required field.
The field is available in this project.

Boards

How can I use custom fields for boards?	Custom fields can be filled in the pop-up window which opens when clicking the board title. Once a field has been filled, it is displayed in the board bar.
How can I create custom fields for boards?	Global: Click the in the Administration → Settings → Custom Fields. In the Available on field, select the Boards option and define the required field. The field is available on all boards of the system. Project: Click the in the Projects panel → Settings → Custom Fields area. In the Available on field, select the Boards option and define the required field. The field is available on all boards of the project. Board: Click the in the Board Menu → Custom Fields. In the Available on field, select the Boards option and define the required field. The field is available on this board.

How can I use custom fields for boards?

Custom fields can be filled in the pop-up window which opens when clicking the board title.
Once a field has been filled, it is displayed in the board bar.

How can I create custom fields for boards?

Global:

Click the in the Administration → Settings → Custom Fields.
In the Available on field, select the Boards option and define the required field.
The field is available on all boards of the system.

Project:

Click the in the Projects panel → Settings → Custom Fields area.
In the Available on field, select the Boards option and define the required field.
The field is available on all boards of the project.

Board:

Click the in the Board Menu → Custom Fields.
In the Available on field, select the Boards option and define the required field.
The field is available on this board.

Cards

How can I use custom fields for cards?	Custom fields can be filled in the detail view of a card. Depending on how the field was configured, the fields are also displayed in the preview of the card once they are filled.
How can I create custom fields for cards?	Global: Click the in the Administration → Settings → Custom Fields. In the Available on field, select the Cards option and define the required field. The field is available on all cards of the system. Project: Click the in the Projects panel → Settings → Custom Fields area. In the Available on field, select the Cards option and define the required field. The field is available on all cards of the project. Board: Click the in the Board Menu → Custom Fields. In the Available on field, select the Cards option and define the required field. The field is available on all cards of the board.

How can I use custom fields for cards?

Custom fields can be filled in the detail view of a card.
Depending on how the field was configured, the fields are also displayed in the preview of the card once they are filled.

How can I create custom fields for cards?

Global:

Click the in the Administration → Settings → Custom Fields.
In the Available on field, select the Cards option and define the required field.
The field is available on all cards of the system.

Project:

Click the in the Projects panel → Settings → Custom Fields area.
In the Available on field, select the Cards option and define the required field.
The field is available on all cards of the project.

Board:

Click the in the Board Menu → Custom Fields.
In the Available on field, select the Cards option and define the required field.
The field is available on all cards of the board.

Use Cases

Information

Custom fields can be used for various purposes:
- User Picker field for entering the manager of a project
- Link field on a board for linking to the external repository
- User Picker field on cards for defining different roles, e.g. the developer/tester of a card
- Number field on cards for entering the effort or priority of the card
- Voting field on cards to vote on dates or to collect feedback on an idea
- Text field on a project or board to enter the customer
- Card Color field for swimlanes with different priorities, in which the cards are colored green, orange or red
- Number field on cards to enter the related issue number
- Date field on a project to announce the next meeting

Administration

Creation

Create custom fields on projects

Click the at the required position (depending on the required availability).
Enter a title for the new field.
Select the Project option from the Available on listbox.
In the Type listbox, select the desired field type.
Click Save.

Create custom fields on boards

Click the at the required position (depending on the required availability).
Enter a title for the new field.
Select the Board option from the Available on listbox.
In the Type listbox, select the desired field type.
If needed, change the visibility settings.
- Display Field in Preview: Defines whether the field is to be displayed on the board card once a value has been entered.
Click Save.

Create custom fields on cards

Click the at the required position (depending on the required availability).
Enter a title for the new field.
Select the Card option from the Available on listbox.
In the Type listbox, select the desired field type.
If needed, change the visibility settings.
- Display Field: Defines whether the field is displayed in the detail view of all cards by default.
  - When deactivated, the field first needs to be added to the card via the card menu.
- Display Field in Preview: Defines whether the field is to be displayed on the card preview once a value has been entered.
Click Save.

Administration

Global

Information

Custom fields which are created globally are listed in the Administration panel → Settings → Custom Fields.
A field can be edited by clicking on it.
- The type of a field cannot be changed after the field has been created.
The fields can be deactivated by clicking the sliders.
- Deactivated fields are not available for usage anymore.
- Values already filled in are being kept, but not displayed anymore.
By clicking , fields can be deleted.
- Deleted fields and all values entered are deleted from all elements.

In the Project

Information

In the Projects panel → Settings → Custom Fields area, all fields available in the project are listed.
- Globally defined custom fields are listed in a separate area.
  - They cannot be edited, but only (de-)activated.
    - Deactivated fields are not available for usage anymore.
    - Values already filled in are being kept, but not displayed anymore.
- Custom fields which have been created in the project are displayed in the In this Project area.
  - A field can be edited by clicking on it.
    - The type of a field cannot be changed after the field has been created.
  - The fields can be deactivated by clicking the sliders.
    - Deactivated fields are not available for usage anymore.
    - Values already filled in are being kept, but not displayed anymore.
  - By clicking , fields can be deleted.
    - Deleted fields and all values entered are deleted from all elements.

On the Board

Information

In the board menu → Custom Fields, all fields available on the board are listed.
- Global custom fields and fields which were defined in the project are listed together in a separate area.
  - They cannot be edited, but only (de-)activated.
    - Deactivated fields are not available for usage anymore.
    - Values already filled in are being kept, but not displayed anymore.
- Custom fields which have been created on the board are displayed in the On this Board area.
  - A field can be edited by clicking on it.
    - The type of a field cannot be changed after the field has been created.
  - The fields can be deactivated by clicking the sliders.
    - Deactivated fields are not available for usage anymore.
    - Values already filled in are being kept, but not displayed anymore.
  - By clicking , fields can be deleted.
    - Deleted fields and all values entered are deleted from all elements.