Custom Fields for the Data Your Process Needs
Every team tracks something the default form does not have. Add the fields you need, show them only when they are relevant, and let some of them work out their own value.
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What are custom fields?
Custom fields let you add your own data points to tasks and projects, such as client name, environment, contract number, or risk level. Orangescrum gives you a builder for the field, rules that decide when it appears, formulas that fill it in, and columns and search that use it, so the tool captures how your organisation works instead of forcing a generic structure.
Why the default form is never enough
Fields that fit each project
01Finding
Report on your data
Custom field data appears in reports, so what you capture is actually usable.
02Fields
Eight types everywhere
Text, number, date, long text, URL, email, dropdown, and a person picker.
Three more in Self-Hosted
Currency, percentage, and a star rating are available in the Self-Hosted edition.
Your own option list
A dropdown carries the options you define, and can be set to accept more than one.
Required, with hint text
Mark a field required and give it placeholder text so people know what to put in it.
A value already filled in
Give a field a default so a new task starts with the right value. Available in Self-Hosted.
Drag them into order
Set the order the fields appear in, by dragging them in the list.
Switch one off
Make a field inactive so it stops appearing, without deleting the data behind it.
Duplicate one
Copy an existing field as the starting point for a similar one. Available in Self-Hosted.
See the form as you build
A live preview shows the field as people will meet it. Available in Cloud.
Changing the type later
Cloud locks the type once a field exists, and Self-Hosted lets you change it after warning you how many records use it.
03Scope
Fields on tasks
Task fields appear on tasks, subtasks, epics, stories, and defects, because they are all work items.
Fields on projects
Projects carry their own separate set of fields for the data that belongs to the project rather than the work.
Global or named projects
A field can apply everywhere, or only to the projects you list. Available in Self-Hosted.
Grouped into sections
Put related fields under a heading on the task instead of one long run. Available in Self-Hosted.
How many you can have
Cloud allows five active fields per scope, and Self-Hosted lifts that limit.
04Rules
Show a field only when it applies
A rule on another field decides whether this one appears, so the form stays short. Available in Self-Hosted.
Required before a status change
A field can be made mandatory for a particular move, and the status change is refused until it is filled. Available in Self-Hosted.
The reason is written on the field
The task shows the rule in plain words, such as shown when severity is critical, so nobody has to guess.
Who may see and edit each one
Set a field to everyone, admins and owners, or owners only, and it is enforced on the server. Available in Self-Hosted.
05Calculated
A formula instead of typing
A field can work out its own value from the other fields on the record. Available in Self-Hosted.
Nine functions
IF, ROUND, MIN, MAX, SUM, ABS, CONCAT, DATEDIFF, and TODAY, with arithmetic, comparison, and text joining.
Rolled up from subtasks
Sum, maximum, minimum, average, or count a field across a task's children.
It keeps itself current
Editing a field the formula depends on recalculates it, including the parent when a subtask changes.
It refuses a circular formula
A formula that would end up depending on itself is rejected when you save it, not discovered later.
Test it before you save
Validate the expression and run it against sample records to see what it produces.
Four built in ones
Actual completion date, duration of task, variation, and time balance remaining are worked out for you when a task closes.
06Values
Edit in place on the task
Change a value on the task itself and save the single row, without opening a form. Available in Self-Hosted.
A panel on the task
Custom fields sit in their own panel on the task detail, and are on the create task form too. Available in Cloud.
Set one across many tasks
Select tasks and set the same custom field on all of them at once. Available in Self-Hosted.
Every change is kept
A per field history records the old value, the new value, who changed it, and when. Available in Self-Hosted.
07Finding
Columns on your lists
Add your fields as columns on the task list and on the project list.
Query by field name
Advanced Search takes your fields directly, matching exactly or on part of the text. Available in Self-Hosted.
Search your own fields
The field admin has a search box, and Self-Hosted adds filters for global, project, computed, conditional, and inactive.
Move the set between installs
Export your whole field library as a file and import it elsewhere, conditions and formulas included. Available in Self-Hosted.
Who can manage them
Creating and editing fields is restricted to admins and owners, with its own permission in Self-Hosted.
How to set them up
Fields for different processes
Which edition includes what
| Capability | CloudManaged SaaS | Self-HostedOn-premise / private cloud | Open SourceCommunity Edition |
|---|---|---|---|
| Custom fields on tasks and projects | Pro | ✓ | ✗ |
| Eight field types | Pro | ✓ | ✗ |
| Currency, percentage, and rating types | ✗ | ✓ | ✗ |
| Inline editing on the task | Pro | ✓ | ✗ |
| Scope a field to named projects | ✗ | ✓ | ✗ |
| Conditional fields | ✗ | ✓ | ✗ |
| Calculated fields and subtask rollups | ✗ | ✓ | ✗ |
| Per field view and edit permissions | ✗ | ✓ | ✗ |
| Custom field change history | ✗ | ✓ | ✗ |
| Custom task statuses | Pro | ✓ | ✗ |
Custom fields FAQ
Do custom fields appear in reports?
Yes. Data captured in custom fields is available for reporting, so what you collect is actually usable.
Does Orangescrum support custom fields?
Yes. You can add your own fields to tasks and to projects, choose the type that suits the data, and then use those fields as columns on your lists.
Which plan includes custom fields?
Custom fields are on the Cloud Pro plan and above, and are included in the Self-Hosted edition.
What field types are there?
Text, number, date, long text, URL, email, dropdown, and a person picker in both editions. The Self-Hosted edition adds currency, percentage, and a star rating.
Can a dropdown accept more than one answer?
Yes. A dropdown carries the option list you define and can be set to allow multiple selections.
Is there a limit on how many fields I can add?
Cloud allows five active fields per scope, so five on tasks and five on projects. The Self-Hosted edition lifts that limit.
Can different projects have different fields?
In the Self-Hosted edition, yes. A field can be global or scoped to the projects you name, so a QA project and a marketing project do not clutter each other.
What are conditional fields?
Conditional fields appear only when a rule on another field says they are relevant, which keeps forms short. A field can also be made mandatory for a particular status change, and the change is refused until it is filled in. Both are in the Self-Hosted edition.
What are calculated fields?
Calculated fields work out their own value from the other fields on the record using a formula with functions such as IF, ROUND, SUM, and DATEDIFF. They can also roll up from a task's subtasks with sum, maximum, minimum, average, or count. They are in the Self-Hosted edition.
Can I see who changed a custom field?
Yes, in the Self-Hosted edition. Each field keeps a history of the old value, the new value, who changed it, and when.
Can I search by custom fields?
Yes. Add them as columns on the task and project lists in both editions, and in Self-Hosted query them by name in Advanced Search.
Are custom fields in the open source edition?
No. The Community Edition covers projects, tasks, and Kanban boards, and does not include custom fields at all. They are on the Cloud Pro plan and above and in the Self-Hosted edition.
Capture what matters to you
Custom fields are on the Pro plan and above, and in Self-Hosted. Every plan includes unlimited users.