Overview <\/h3>\n\nTopTeam’s<\/i> out-of-the-box installation comes with some pre-defined fields for each Record Type. However, when working on a project, it may be necessary to define a new field for tracking additional attributes\/properties. You can define additional custom fields for any Record Type according to your needs.<\/p>\n
This article will demonstrate how to create a new field type.<\/p>\n<\/div><\/div>\n
\nWho should read this?<\/h3>\n\n\n- TopTeam Administrators<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Prerequisites<\/h3>\n\n\n- You must have TopTeam Administrator<\/strong><\/i> permissions to define custom fields for a Record Type.<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Step 1. Open TopTeam Desktop App and navigate to the Administration screen<\/h3>\n\n![\"wpid30548-media_1307032031046-1.png\"](\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\")
\n<\/div>\n<\/p><\/div>\n\nStep 2. Click Configure System Record Types<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 3. Click Customize Record Type Fields<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 4. Record Type Fields editor opens<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 5. Select a Record Type<\/h3>\n\n\n<\/div>\n\nNOTE:<\/strong> All Requirement Types have a common field definition. To view\/define custom fields for Requirement Types, choose Base Requirement Type.<\/strong><\/p>\n<\/div><\/div>\n\nStep 6. Create a new field<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 7. Enter Field Caption<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 8. Specify additional properties of the field such as "Allowed Values" and "Field Help"<\/h3>\n\n\n<\/div>\n\nFor List<\/strong><\/i> or Multi-Value type of fields,<\/strong><\/i> you need to specify the allowed values for the field.<\/p>\n<\/div><\/div>\n\nIMPORTANT steps after creating a new custom field<\/h3>\n\nForm Layouts:<\/strong>
\nYou may want to include the new field in the record type form in TopTeam Desktop App <\/i>and also want to include the field in TopTeam Web Screens and Previews<\/i>. For more information, refer to the article in the See Also<\/i> section below.<\/p>\nDocument Output:<\/strong>
\nYou can also include the custom field in document\/report outputs, if desired.<\/p>\nViews:<\/strong>
\nIf you want to view and edit values for custom fields in list\/tree type of editors, you will have to add the field to “Views”.<\/p>\nFilters:<\/strong>
\nYou can also create conditional filters on custom fields.<\/p>\n<\/div><\/div>\n
TopTeam’s<\/i> out-of-the-box installation comes with some pre-defined fields for each Record Type. However, when working on a project, it may be necessary to define a new field for tracking additional attributes\/properties. You can define additional custom fields for any Record Type according to your needs.<\/p>\n
This article will demonstrate how to create a new field type.<\/p>\n<\/div><\/div>\n
Who should read this?<\/h3>\n\n\n- TopTeam Administrators<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Prerequisites<\/h3>\n\n\n- You must have TopTeam Administrator<\/strong><\/i> permissions to define custom fields for a Record Type.<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Step 1. Open TopTeam Desktop App and navigate to the Administration screen<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 2. Click Configure System Record Types<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 3. Click Customize Record Type Fields<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 4. Record Type Fields editor opens<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 5. Select a Record Type<\/h3>\n\n\n<\/div>\n\nNOTE:<\/strong> All Requirement Types have a common field definition. To view\/define custom fields for Requirement Types, choose Base Requirement Type.<\/strong><\/p>\n<\/div><\/div>\n\nStep 6. Create a new field<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 7. Enter Field Caption<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 8. Specify additional properties of the field such as "Allowed Values" and "Field Help"<\/h3>\n\n\n<\/div>\n\nFor List<\/strong><\/i> or Multi-Value type of fields,<\/strong><\/i> you need to specify the allowed values for the field.<\/p>\n<\/div><\/div>\n\nIMPORTANT steps after creating a new custom field<\/h3>\n\nForm Layouts:<\/strong>
\nYou may want to include the new field in the record type form in TopTeam Desktop App <\/i>and also want to include the field in TopTeam Web Screens and Previews<\/i>. For more information, refer to the article in the See Also<\/i> section below.<\/p>\nDocument Output:<\/strong>
\nYou can also include the custom field in document\/report outputs, if desired.<\/p>\nViews:<\/strong>
\nIf you want to view and edit values for custom fields in list\/tree type of editors, you will have to add the field to “Views”.<\/p>\nFilters:<\/strong>
\nYou can also create conditional filters on custom fields.<\/p>\n<\/div><\/div>\n
- \n
- TopTeam Administrators<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Prerequisites<\/h3>\n
\n- \n
- You must have TopTeam Administrator<\/strong><\/i> permissions to define custom fields for a Record Type.<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Step 1. Open TopTeam Desktop App and navigate to the Administration screen<\/h3>\n
\n\nStep 2. Click Configure System Record Types<\/h3>\n
\n\nStep 3. Click Customize Record Type Fields<\/h3>\n
\n\nStep 4. Record Type Fields editor opens<\/h3>\n
\n\nStep 5. Select a Record Type<\/h3>\n
\n\nNOTE:<\/strong> All Requirement Types have a common field definition. To view\/define custom fields for Requirement Types, choose Base Requirement Type.<\/strong><\/p>\n<\/div><\/div>\n
\nStep 6. Create a new field<\/h3>\n
\n\nStep 7. Enter Field Caption<\/h3>\n
\n\nStep 8. Specify additional properties of the field such as "Allowed Values" and "Field Help"<\/h3>\n
\n\nFor List<\/strong><\/i> or Multi-Value type of fields,<\/strong><\/i> you need to specify the allowed values for the field.<\/p>\n<\/div><\/div>\n
\nIMPORTANT steps after creating a new custom field<\/h3>\n
\nForm Layouts:<\/strong>
\nYou may want to include the new field in the record type form in TopTeam Desktop App <\/i>and also want to include the field in TopTeam Web Screens and Previews<\/i>. For more information, refer to the article in the See Also<\/i> section below.<\/p>\nDocument Output:<\/strong>
\nYou can also include the custom field in document\/report outputs, if desired.<\/p>\nViews:<\/strong>
\nIf you want to view and edit values for custom fields in list\/tree type of editors, you will have to add the field to “Views”.<\/p>\nFilters:<\/strong>
\nYou can also create conditional filters on custom fields.<\/p>\n<\/div><\/div>\n
- You must have TopTeam Administrator<\/strong><\/i> permissions to define custom fields for a Record Type.<\/li>\n<\/ul>\n<\/div><\/div>\n