Managing custom fields

Once you have set up custom fields for your board or project, you can control how they appear in your dashboard. You can access the custom field settings by clicking the Custom fields link in the top right corner at Dashboard settingsDashboard.

Screen Shot 2018-04-23 at 18.51.50.png

Clicking the link shows a list of custom fields currently available. These have been automatically imported from the source tool. 

Screen Shot 2018-04-23 at 19.07.40.png

Only the fields that have either numeric or drop down values are imported. Other types of fields are generally not useful in grouping, filtering, or estimating so they are not imported from the source tool. 

Most of the time your custom fields are readily available in your dashboard and you don't have to do anything here. However, in some cases you may want to control which fields are enabled and how those fields should be exposed in your dashboard. 

Changing the custom fields mapping

The rightmost column in the list shows how your custom fields are currently mapped. By default, numeric fields are mapped to Number and Drop down fields are mapped Category. This mapping defines how you can use that field in your dashboard. 

  • Number fields can be used as units e.g. for setting work estimates for tasks. 
  • Category fields can be used for grouping and filtering

While you can have all your Category type fields available at once, the numeric fields are limited maximum three at once. 

Sometimes you may have a drop down field that contains numeric values, and you'd like to use it as unit rather than for grouping and filtering. In that case you can just change the mapping. Click the field to open it for editing:

Since this is a Drop down field it is mapped to Category by default. From the Map to menu, select one of the Number fields to make it available as unit. If all number fields are taken, you'll have to free one of the three number fields before you can do this. 

Aggregating custom field data over multiple boards

If you're aggregating data across multiple boards, your custom fields will be aggregated as well. You just have to make sure that:

  • You have custom fields with the exact same name in your source boards
  • You have mapped the custom fields in the exact same way

The latter bullet means that if you have mapped a specific field to the Number 2, it should be mapped to Number 2 in the other board as well. 

Disabling a custom field

In the case you no longer want to have a custom field visible in your dashboard, you can disable it by mapping it to None

Screen Shot 2018-04-23 at 23.23.10.png