Custom fields

Storing additional data is possible with custom fields. A custom field is a single select field which you can give a custom name and fill with custom options. By using custom fields, you can customize a time entry so that it fits your domain stores your desired additional data. In the Tracket menu, go to Admin > Time entry template to alter custom fields. You can create up to 5 custom fields. A custom field can have an unlimited amount of options. The amount of options does impact performance.

Custom fields can be marked as required, which also gives you the option to mark an option as the default option. It will prefill in this value when creating time entries.

Create a custom field and options

1. At the bottom of the template, click on + Single select field.

2. Fill in the field name. If necessary, also change its API reference.

3. Click on Create field.

4. The details of the field should open.

5. Click on the toggle to make the field required.

6. If you made changes, click on Save changes.

You can either go back using the back button on the top left, or add custom field options from here.

Tip

Changes made to the field itself requires the Save changes button. Changes to its options save automatically.

Add custom field options

Custom field options can be added to a custom field by hand, or using a CSV import. If a custom field is required, you can set a default value using the select on the left. Don't forget to save your changes.

Manual

1. If you are already in the custom field's details, go to step 3. Otherwise, click on the three dots next to the custom field.

2. Click on Edit.

3. Under Field options, fill in the name of the option.

4. Click on Add.

5. Repeat step 3 and 4 for every custom field option.

CSV import

1. If you are already in the custom field's details, go to step 3. Otherwise, click on the three dots next to the custom field.

2. Click on Edit.

3. Click on CSV import.

4. Either drag and drop a file, or upload a file by clicking on Browse files.

5. If necessary, update the separator and whether the first row is a header.

6. Click on Next.

7. Check if the list of options is correct.

8. Click on Import options.

9. When the import has finished, click on Done.

Edit a custom field and options

1. Click on the three dots next to the custom field.

2. Click on Edit.

3. Use the inline edit inputs to change the name, API reference and whether a custom field should be required or not.

4. Click on Save changes.

5. Use the inline edit inputs to change the name of the custom field option.

Archive a custom field

1. Click on the three dots next to the custom field.

2. Click on Archive.

Tip

This will archive the custom field including all its options. Restoring it will unarchive the field, including the options.

Archive a custom field option

1. Click on the three dots next to the custom field.

2. Click on Edit.

3. Click on the three dots next to the custom field option.

4. Click on Archive.

Restore an archived custom field or option

How to restore a custom field or a custom field option can be found in the archive page. Learn more about the archive ➜