Creating shared fields

You can create shared fields to reuse common fields across the items in the same container. Shared fields cannot be shared across different containers. To use a shared field in another container, you must re-create the field in each container where you want to use it or copy the container, which copies all of the fields as well. Please note that the built-in fields (Status, Short Description, Description, Priority, and Assignees) are available to all items out of the box.

Shared fields are created at the container level of administration. Once a shared field is created, it is available to the forms and rules of items within the container.

To create a shared field

  1. Open the container where you want to add the shared field:

    1. Click the Administration tab.

    2. In the appropriate section, click the name of the container or click Manage to open the container Administration page. Then double-click the container.
      The container details page appears.

  2. In the left pane, click Shared Fields.
  3. Click Add and create the field, following the instructions in Configuring fields.
  4. Click Save.
  5. Publish the container to implement your changes:
    1. In the breadcrumb trail, click the container link.
    2. Click Save and Publish.
      A confirmation message appears.
    3. Click Yes.
      The Publication Succeeded message appears, showing the number of errors and warnings.

Next step

Add the new field to the appropriate forms, following the instructions provided in Configuring forms.

Related topic

Configuring items

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