Custom fields allow you to capture data that is important to your business but not a part of Aha! by default. You can add any number of fields to suit your needs, and every field you add can be reported on through the various reporting tools in Aha!
Common custom fields include product component, priority, requested by, hardware supported, committed customer date, and more.
To avoid cluttering the UI with unused fields, we suggest that you add only what is essential. But, ultimately, it is all up to you.
Before you begin
Adding a custom field is a three-step process (described below) and requires Product Owner and Administrator access with customizations permissions.
- Configure custom fields.
- Add the custom field to a custom field layout.
- Apply the layouts to your products or product lines.
Step 1. Configure custom fields
- Go to Settings > Account > Custom fields.
- Click on the tab where you want to add the field, and then click Add custom field.
- Select the type of field you want to add, and then click Next.
- Text field: A single line of text
- Note: A multi-line text area that can contain formatted text
- Number field: A field containing only numbers
- Date field: A date field with a popup date picker
- URL/Email field: A clickable URL field that opens in a new tab, or an email address
- Predefined choice list: A list of choices where one value can be selected from a pre-defined list (select one)
- Editable choice list: A list that allows the user to type in their own choice or select from already created choices (select one)
- Predefined tags field: A list of tags where multiple values can be selected from a pre-defined list (select many)
- Tags field: Allow the user to type in their own tags, or select from a list of already created tags (select many)
- Scorecard field: Add an additional scorecard field to capture quantifiable metrics for prioritization. You can see more about using custom scorecard fields to prioritize initiatives.
- Enter the field details and, if needed, enter an API key in the Key field.
- Click Create.
Note: When using an Editable choice list or Tags field, ideas portal users can choose existing values but not create new ones.
Bulk editing and updating predefined choice list and predefined tags field choices
You can rename the Predefined choice list and Predefined tags field choices to allow you to update already selected values on historical data objects with new choices. You can edit these fields in bulk by selecting Bulk edit from the right corner above the choice list. Conversely, you can hide them to keep historical records intact but disallow their selection in the future.
Assigning colors to predefined field choices
You can also add colors to custom field choices in predefined or editable choice list and tag fields. You can add color to these fields in reports to highlight key information or to visualize how projects are progressing.
To edit one of these field types, click the Choice display dropdown and select Show as Colored Labels. Then click the Manage Choices link to view a list of all current field choices. Click Edit for any choice, and in the modal that appears, you can assign a color from the palette or enter your own hex code. The selected color and text will then appear on record details and in your reports when the choice is displayed.
Aha! record relationships
These custom fields allow you to associate Aha! records with other records. The Aha! record relationships support adding a custom field for products, goals, initiatives, competitors, personas, releases, features, ideas, and users.
The custom field for record relationships is a tag type field which allows multiple selections. You can specify whether the values in the dropdown choice list should span the entire account or be isolated to a specific product line or product. Choose this through the Filter field values to dropdown found in the Create custom field modal.
Note: Available records are restricted based on user product permissions regardless of the filter option chosen.
Custom table relationships
These options are exclusively available to Enterprise+ customers who use custom tables.
- Many to many relationship: Allows linking multiple records from a custom table to a standard record or another custom table.
- Master-detail relationship: Create and edit custom table entries inline within a standard table or another custom table.
Step 2. Add the custom field to a custom field layout
Now that you have created the custom field, you need to add it to a custom field layout. What is a layout? It’s where you determine where you want custom fields to display on the page.
Layouts are organized by data object, which can be selected at the top of Settings > Account > Custom field layouts. After you have selected the data object for which you want to manage a layout, you will have options to:
- Add a new custom field layout.
- Clone an existing custom field layout. Hover to the right of the layout you want to copy in the Actions column, and then click Clone. A new duplicate layout will be created with the same name prepended with "[Copy]" for you to edit and assign to products.
- Modify an existing custom field layout. Hover to the right of the layout you want to edit in the Actions column, and then click Edit. Drag and drop each field from the Available Fields column to the Visible Fields column in the desired order. You can also use the search field to quickly find the custom fields you need from the list. To remove a field, simply move it back over to Available Fields and it will no longer display that layout.
Step 3. Apply the layouts to your products or product lines
Now that you have your layout defined, it is time to determine which products it will apply to. Go to Settings > Product > Configure. Scroll to the Custom fields section, and then select Use layouts inherited from [product name] or Customize layouts.
Import data to custom fields
After a custom field is created, you can also populate it using the Import from CSV tool. Each custom field requires its own column. If you are using a custom field with a predefined list, make sure the data you are importing matches the options in the list.
Expand beyond custom fields with custom tables
Custom tables is a feature available to Enterprise+ customers. A custom table is a collection of records organized in a table with data defined by custom fields. With custom tables, you can capture key information and link it directly to your existing data in Aha! — expanding your use of custom fields exponentially.