This section contains step-by-step instructions on how to add custom fields for particular units to Planner targets.

Adding custom fields to any type of target, you will have the following features:

• Create new targets with custom fields. See Fig. 1.

• Configure visibility of custom fields for the List View.

• Filter data by new fields on the List View.

• Sort data of new fields on the List View. 

Open

Fig. 1.....Custom group of fields Commitment

Add custom fields to the target

To add custom fields:

1. Prepare a description taking into account the following parameters:

   • Name of the unit (If new fields need to be propagated to all units, choose the 'All units' option). 

   • Group name

   • Field name

   • Field type

   • Options for Single Select or Multi Select

   • Mandatory

   • Display for Target Types (Objective/Key Result/Initiative/Milestone) 

   • Any other conditions, that should be concerned before displaying the fields.

2. Send a request to add custom fields to Ask OKR AskOKR@epam.com