Use case for custom layouts and fields

Business scenario

This article will help you understand the purpose and benefits of implementing custom layouts and fields in your team.  

Objective:   Learn how you can create layouts and add fields to your work item form with a real time example.  

Requirements:
  • You should be on the Premier or Professional plan to access this feature.  
  • You can access it for 15 days, if you are on a trial.
  • Only the team owner, admin, and manager  can access this feature.   
Business Sector:
  • Software

Linda is the team owner of ' Zylkerin ' - A team that manages all software projects. The software sector works with different type of work items across people with various skill sets. 

Why do they need custom fields and layouts? 

Linda manages members across different skill sets and type of work. She will handle members in the development, design, testing, and marketing fields. Every field of work will have a different set of requirements and details. Members should find relevant fields that help them define their requirements effectively.  


Default fields vs Custom fields

  • Default fields are predefined across all the projects in the team. These fields are the basic entities of a work item that define the common requirements of a work item. 
  • Custom fields are user-defined entities that define specific requirements of the work item. It is helpful when you have projects with different goals. 

Development related projects need not carry the same requirements as a design project. (or) A marketing project will not carry entities similar to a testing project. Defining custom fields and layouts will simplify the work.  

Linda creates a layout

Linda creates a layout called 'IT Service'. In this layout, she can add all the fields that are relevant to the software industry. 


Linda creates sections in the layout

A section is similar to a header that you define to similar set of fields. A layout is formed with sections and fields. Linda, creates two sections in her layout 'IT Service'. 
  • Development
  • User Interface 

Linda adds custom fields       

She drags and drops the relevant custom fields to her section 'Development'. The default fields are the predefined fields which are static. Linda can either introduce new fields to the default section or to her new sections.   

Linda can add the following custom fields in the section 'Development'.   

Custom Fields  
Field Name  
Purpose  
Field Details 
Single-line text
Feature overview 

Field where the user can enter a short brief about the feature they are developing.

Text field

Text Area  
Code difference  

Field where user can enter the details of their code.

Text field
Check box  
Module
Field where the user can select the module for which they are developing the code.

Option values  
  • Feeds
  • Timesheets
  • Board
  • Meetings
  • Users
  • Projects  

Pick list  
Type of work item
Field where the user can select the type of work

Option values

  • Enhancement
  • New feature
  • Customer issue fix
  • Content change
  • Icon change

Multi-select  
Dependent modules

Field where the user can select the modules that will get affected due to the current work item.
Option values  

Victor
  • Meetings
  • Users

Tom
  • Timesheets
  • Projects
Check box
Verification source
Field where the user can select the mode of code verification. 

Option values

  • Capterra
  • GetApp
  • Google
  • Accounts
  • Home Page



Linda adds the following fields in the section 'Testing' 

Custom Fields 
Field Name 
Purpose 
Field Details
Radio Button 
Use case document 

Field where the testers can confirm whether the developers have submitted the use case document. 


Choose  Yes  or  No 

URL 
Local Link 

Field where user can enter the local link submitted for testing. 

Enter the local link URL submitted for testing.  
Radio Button 
Level of Testing 
Field where the user can enter the work item's current testing stage.  

Option values 
  • 1st Level 
  • 2nd Level 
  • 3rd Level 

Integer 
No. of issues  
Field where the user can enter the number of issues.  

Integer field 

Pick List 
Type of Change 

Field where the user can select the type of change.  

Option values 

  • Enhancement
  • New Feature 
  • Custom Issue Fix 
  • Code Revamp 


Likewise, Linda can create other section for User Interface, Content, Promotions, Support and Ticketing, Project Management etc. and associates all the software projects to it.  



She has created the layout, added sections, and custom fields and now her layout is all set.  

Linda associates projects to her layout

Linda can associate single or multiple projects to a layout. Once the project is associated to a layout the work item form will reflect all the new fields and sections from the layout. This would help the members fill up relevant details of the work they do.  


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