Custom Fields Settings

What are custom fields?

Custom fields are additional data fields that you can define for various areas across the Lazsa Platform. Custom fields help you capture specific information that may not be covered by the default fields within the platform. By using custom fields, you can tailor the platform to meet your unique business needs and gather additional data relevant to your processes.

For example, you may want to add a custom field "Region" to capture specific information related to the geographic region or location associated with the product and make it a mandatory field. This means that when adding or editing product details, users must input the relevant region in the "Region" custom field. This information can be useful for products with regional variations, different distribution strategies, or specific market penetration goals.

Defining Global Custom Fields

Custom fields defined in the global settings of the Lazsa Platform are applied globally. For example, custom fields defined on the Product tab are visible in all the products that you create from within the platform. However, you can also add product-specific custom fields as required when you create or edit a product individually.

To define the global custom fields, do the following:

1. Sign in to the Lazsa Platform and click Configuration in the left navigation pane.

2. On the Platform Setup screen, click Settings.
3. On the Settings screen, on the Custom Fields tab, you can enable custom fields for the following areas of the Lazsa Platform.

   • Product Portfolio

   • Product

   • Release

   • Feature

   • Team

   • Team Member

   • Product Milestone

   • Feature Milestone

   • Users

   In each area where you want to use custom fields, turn on the Enable Custom Fields option.

4. Provide the field name.
5. Select the field type. The following field types are available.

   Field Type	Description
   Single Line	A single line field allows users to input and display a single line of text or a short string of characters (no longer than 256 characters). Use this field to capture concise information such as names, titles, email addresses, phone numbers, or other brief descriptions.
   Multiline	In this field, users can input multiple lines of text or larger blocks of content. Use a multiline field to accommodate more extensive information such as descriptions, comments, notes, or paragraphs.
   Dropdown	A dropdown field provides a predefined list of options to choose from. Users can select one option from the list. Use this field to capture categorical or discrete data, where users need to select a single choice from a set of available options. In the Dropdown Options box, predefine the options. Enter a value and press Enter to confirm and to add the next value.
   Date Time	A date field allows users to input dates. Users can choose a date from a calendar picker or manually enter it in the DD-MM-YYYY date format. Date fields are commonly used to record event dates, deadlines, milestones, or any other time-related information.
   Hyperlink	This allows users to add a clickable link or URL to the data. Hyperlink fields are beneficial for referencing external content, such as websites, documents, or references within the context of the data being managed. You must add a hyperlink in the following syntax: Name || Link For example, My Product Name || https://help.sample.com

6. If you mark a field mandatory, you must also set its default value. A default value ensures that the custom field always contains a value, even if users don't explicitly provide one. This helps maintain data consistency by ensuring that the field is never left empty or undefined. Prefilled default values provide a context or suggest a preferred choice to users. This improves the overall user experience by reducing the cognitive load and offering guidance during data entry.

7. Save your changes.

That’s it! The custom fields are now visible in the specified areas on the platform interface.

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