Configuring custom fields

Surround SCM automatically captures data about files, such as modification date, file type, and size. You can use custom fields to capture additional file-specific information, such as a file description. Custom fields can be displayed in the source file list and the file Properties dialog box, and can also be used with filters, reports, triggers, and notifications.

Following are some examples of how custom fields can be used:

Create a Do Not Modify check box field to indicate files that should not be changed.
With triggers to enforce a workflow process, create a code validation or review process (e.g., create a Code Reviewed check box field), or automate a build process. See Automating actions with triggers.
Create a Release custom field to track the release a change is assigned to.

See Setting custom fields for information about setting field values. To set field values, the Set Custom Field Values command must be enabled in the Files (Default) category. See Controlling access with security groups.

1. Choose Tools > Administration > Custom Fields.

The Custom Fields dialog box opens.

Surround SCM includes the following default custom fields: Owner, Assigned, and Due Date. You can delete these custom fields if you will not use them.

2. Click Add to create a custom field. See Adding custom fields.

3. Select a field and click Edit to edit it. See Editing custom fields.

4. Select a field and click Top, Move Up, Move Down, or Bottom to change the display order in lists, menus, and dialog boxes.

5. Select a field and click Delete to delete it. See Deleting custom fields.

6. Select Show deleted custom fields to view deleted custom fields. Deleted custom fields are only displayed in the Custom Fields dialog box.

Deleted fields can also be restored. See Restoring deleted custom fields.