Add change state tutorial: create a custom field

You must create a new custom choice field to indicate if a change request needs to go through the Review state.

Before you begin

Role required: admin

About this task

To create a new custom field:

Procedure

  1. Open the Change Request form.
  2. Right click on the form header and go to Configure > Form Layout.
  3. Enter the following values in the Create new field section of the form.
    Field Values
    Name Enter Needs Review.
    Type Enter Choice.
  4. Click Add add the new field to the slush bucket.
    The new field appears at the bottom of the Selected slush bucket.
  5. Use the Up and Down arrows next to the slush bucket to move the new field next to the Assigned to field.
  6. Click Save to create the new field and return to the Change Request form.
    The new Needs review field appears on the Change Request form.
  7. Right click on the Needs review field label and select the Configure choices option.
  8. The Configuring choices form appears with empty slush buckets for Available and Selected.
  9. Use the Enter new item field and Add button to create Yes and No choices that will appear in the Selected slush bucket.
  10. Click Save to create the new choices and return to the Change Request form.
    The Needs review field displays theYes and No options.
  11. Right click on the Needs review field label select Configure Dictionary.
  12. Update the Choice drop down in the Choice List Specification section to Dropdown with – None –.
  13. Click Update to save the dictionary modification and return to the Change Request form.
    The Needs review field also displays the –- None -- option.