Custom Fields for Issues

Zoho Projects supports custom fields for issues. You can create your own fields and use them for creating issues as per your business requirements.

Pre-requisites

  • Only a portal administrator or a manager can access this feature.
  • Navigate to > Issue Tracker > Customization > Fields to create custom fields. If you are an admin but unable to access the above path, write to support@zohoprojects.com

Manage default fields

The following fields are present by default in an issue layout:

Field NameEditable?Removable?
ReporterNoNo
CreatedNoNo
AssigneeNoNo
Last Closed TimeNoNo
ModifiedNoNo
Due DateNoNo
Status & WorkflowYesNo
SeverityYesNo
Release MilestoneNoNo
Affected MilestoneNoNo
ModuleYesNo
ClassificationYesNo
Is it ReproducibleYesNo
FlagNoNo

 Default fields cannot be removed from the layout. Some fields can be modified as per business requirement.

Create custom status

  1. Navigate to  > Issue Tracker > Customization > Fields.
  2. Click Customize on the right-side of Status & Workflow.​
  3. Change the default status for an issue under Set Default Status section.
  4. Click the +Add Status link to create a new issue status.
    • A new status will fall under either Open or Closed status types.
    • Default Status can't be deleted and there should be at-least one open & one closed status. 

  1. Give a status name.
    • Click  or to the left of the status name to assign a color. Pick any color from the palette that matches the status name and type.
  2. Define a Workflow by selecting the next available status. The workflow is determined by the next available status specified in the box.

  1. Click Save to add the Status.

 Create custom field

  1. Click  in the upper-right corner of the top navigation bar.
  2. Navigate to Issue Tracker > Customization > Fields.
  3. Drag and drop a field type from the New Fields tray into the layout editor (main panel).
    • Single-line text field: Add just a line of text.
    • Multi-line text field: Add multiple lines of text. Hit Enter to key in more information.
    • Pick List field: Create your own drop down using a pick list. Set values and wrap them under a pick list as per your business needs.
    • User Pick List field: Use this field when you have to store usernames.
    • Date: Store dates in this field
    • Number: Store numbers in this field. (Number custom field supports only whole numbers.)
  4. Click Add Field to include the field in the layout. Cancel will discard the field.
  • A maximum of 30 custom fields can be created.
  • They cannot be duplicated.
  • Removing a field’s association from the layout will not result in data loss. But, deleting a field from the portal will delete the data.

Add single-line text field

  1. Click  in the upper-right corner of the top navigation bar.
  2. Navigate to Issue Tracker > Customization > Fields.
  3. Drag and drop the Single-Line Text field from the New Fields tray into the layout editor (main panel).
  4. Enter a Field Name. The field name is mandatory and must be unique.
  5. Set Permission for a user group.
  6. Set a Default Value and make the field mandatory if necessary.
  7. Click Add Field.

Add multi-line text field

  1. Click  in the upper-right corner of the top navigation bar.
  2. Navigate to Issue Tracker > Customization > Fields.
  3. Drag and drop the Multi-Line Text field from the New Fields tray into the layout editor (main panel).
  4. Enter a Field Name. The field name is mandatory and unique.
  5. Set Permission for a user group.
  6. Set a Default Value and make the field mandatory if necessary.
  7. Click Add Field.

Add pick list field

  1. Click  in the upper-right corner of the top navigation bar.
  2. Navigate to Issue Tracker > Customization > Fields.
  3. Drag and drop the Pick List field from the New Fields tray into the layout editor (main panel).
  4. Enter a Field Name. The field name is mandatory and unique.
  5. Set Permission for a user group.
  6. Add values. A pick list cannot be empty. Enter valid data in the editable text area and click Add Value.
    •  Click next to the value to remove it.
  7. Select a Default Value and make the field mandatory if necessary.
  8. Click Add Field.

Add user pick list field

  1. Click  in the upper-right corner of the top navigation bar.
  2. Navigate to Issue Tracker > Customization > Fields.
  3. Drag and drop the User Pick List field from the New Fields tray into the layout editor (main panel).
  4. Enter a Field Name. The field name is mandatory and unique.
  5. Set Permission for a user group.
  6. Select users.
  7. Make the field mandatory if necessary.
  8. Click Add Field.

Add date field

  1. Click  in the upper-right corner of the top navigation bar.
  2. Navigate to Issue Tracker > Customization > Fields.
  3. Drag and drop the Date field from the New Fields tray into the layout editor (main panel).
  4. Enter a Field Name. The field name is mandatory and must be unique.
  5. Set Permission for a user group.
  6. Click Add Field.

Add number field

  1. Click  in the upper-right corner of the top navigation bar.
  2. Navigate to Issue Tracker > Customization > Fields.
  3. Drag and drop the Number field from the New Fields tray into the layout editor (main panel).
  4. Enter a Field Name. The field name is mandatory and unique.
  5. Set Permission for a user group.
  6. Make the field mandatory if necessary.
  7. Click Add Field.

Edit custom field

  1. Navigate to > Issue Tracker > Customization > Fields.
  2. Hover over the custom field you would like to edit.
  3. Click the pencil icon .
  4. Edit the field properties.
  5. Click Save Changes.

Custom fields can be edited only in Enterprise plan.

Remove custom field from layout

  1. Navigate to  > Issue Tracker > Customization > Fields.
  2. Hover over the custom field you would like to remove.
  3. Click the cross icon .
  4. Confirm your action.
  • Removing a field from a layout will not permanently delete it from the database.
  • It will be moved to the Available Fields tray and it can be reused later.
  • The data stored in the field will not be lost.
  • Click the Delete Field button in the upper-right corner of the page to permanently delete the field.