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Using Custom Fields

Simon Miller
May 23, 2022

I'm not sure if I'm missing something, but I don't seem to be able to use the custom issue fields I create for any filtering, grouping or on card customisations. As a summary of the scenario, we have a workflow that has one or more tasks created for customers.

We have "Customer" defined as a dropdown, with each customer as a selectable value.

On the "list" view, I would like to be able to group or filter by this custom field to be able to get an easy snapshot of the status of a particular customers requests. This doesn't seem to be possible - but seems a pretty big exclusion for a workflow management tool if it doesn't.

If this isn't possible, I'll struggle to it'll be a bit of a nightmare to get my users on board!

 

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Nic Brough -Adaptavist-
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November 13, 2012

Edit the workflow - put "conditions" on to the transitions you want to stop them using.

Wayne Grebe
November 13, 2012

Thanks Nic, that did the trick!

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