Custom Fields

In Orufy Projects, issues have fields that store different types of information. Each issue has default fields like name and description, but you might need extra fields for specific company needs. Custom fields can be added to collect any information you need and can be arranged in different ways within your issues.

Creating Global Custom Fields in Orufy Projects

Step 1: Understanding Global Custom Fields

Global custom fields in Orufy Projects can be applied across all projects, providing consistency in how you capture and manage information. You can either edit the default fields or create new custom fields tailored to your needs.

Step 2: Create a Custom Field

1. Access Custom Fields:
   • Navigate to the settings then go to Global custom fields.

2. Create a New Custom Field:
   • Click on Add New Custom Field to start setting up a new custom field.

3. Customize Your Field:

   • Field Name: Enter a name for your custom field.
   • Description: Provide a brief description of what this field is for.
   • Projects: Select the projects where this field will be applied. You can choose to apply it globally or to specific projects only.
   • Field Type: Choose the type of field you want to create. Options include text fields, date, email, and more. For this example, let's choose Dropdown.
   • Dropdown Options: If you selected the dropdown field type, add the options that will appear in the dropdown. Click + Add More to include additional options.

4. Create Another Custom Field:

   • If you need more custom fields, repeat the process by clicking Create Another Custom Field.

5. Create and Apply:

   • Once you’ve set up your custom fields, click Create to save them. These fields will now be available across the selected projects.