Setting custom fields

Custom fields capture additional file information that your organization wants to track, such as the person assigned to work on a file, a file description, or the person who owns the file. These fields can be displayed in the Source Tree window and the file Properties dialog box, and can be used in filters, triggers, and reports. For example, with custom fields, you can filter on all files assigned to you for review across all repositories.

See Configuring custom fields for information about creating custom fields.

Custom field values can be set when files are added and on the Custom Fields tab in the file Properties dialog box.

• To set custom field values when adding files, click the Custom Fields tab and select any values. See Adding files to Surround SCM.
• To set custom field values in the Properties dialog box, select a file and choose Activities > Properties. Click the Custom Fields tab and select any values. See Viewing file properties.

Keep the following in mind:

• The default custom field value is set when files are added to Surround SCM and when added during a promote or rebase. You may be able to change the default value when adding files depending on security permissions.
• When baseline or workspace branches are created, custom fields can be set to the default values or values can be copied from the parent branch. When snapshot branches are created, custom field values are automatically copied from the parent branch. See Creating branches.
• Promoting and rebasing does not change the custom field values set on files that already exist in the destination branch.
• You can only set one custom field value for shared files.
• You can view custom 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. Information is only displayed for custom field values that are set. For example, if a custom check box field is not selected, a value is not displayed in the source file list. If a custom check box field is selected, ‘Yes’ is displayed in the source file list.