Attachments - Custom fields

Attachments - Custom fields

What is it ?

Custom fields are a quick way to capture data in a structured way against an activity.

  • Risk description
  • System used
  • Location where the work takes place
  • User stories
  • Change Impact
  • Cost of the activity
  • etc.

How to...

How to add a custom field

To add a custom field, open the attachment panel and select "Custom field" in the l

Then, give a name and a value. Example:

How to report on custom field values

In the report tab of the process, select the attachments report. Each attachment will be a line of the report (i.e. if one activities has 5 attachmetns, 5 individual lines of report will appear)

Report can then be exported to Excel and other formats

See also

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