Add Custom Fields to Target

Owned by Tatiana Petrovskaia
Last updated: Oct 02, 2024 by Ekaterina Chueva
1 min read

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. 

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 Dzmitry Mikitsich (dzmitry_mikitsich@epam.com).