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Adding custom fields

Add custom fields to capture additional file information. For example, you can add a text field used to enter a file description or a list field used to select the release file changes are related to.

1. Choose Tools > Administration > Custom Fields.

The Custom Fields dialog box opens.

2. Click Add.

The Add Custom Field dialog box opens.

3. Enter a Field name.

4. Enter a Field code. Field codes are used with triggers. See Automating Actions with Triggers.

5. Select a Field Format.

Text—Users can enter free-form, alphanumeric text.
Integer—Users can enter a numeric value without decimals.
Float—Users can enter a numeric value with decimals or signs, such as + or -.
List—Users can select a value from a list of multiple custom values.
SCM User—Users can select a user from a list of all users on the Surround SCM Server.
Date/Time—Users can enter a date/time stamp in the following format: mmddyyyy hh:mm:ss.
Check Box—Users can select or clear a check box.

Tip: Integer and float field minimum and maximum values are enforced when a value is entered in the custom field.

6. Enter or select the Field Properties.

The available properties depend on the selected field format. The default value is set on files when they are added to Surround SCM or triggers run that sets fields to the default value.

Note: Date/Time field default values use the current date and time from the Surround SCM Server.

7. Click OK to save the custom field.

Note: You can view custom field values on the Custom Fields tab in the file details pane or add custom field columns to the source file list. See Using the file details pane and Customizing the Source Tree window.