Administrating › How to Configure Custom Attributes and Custom Values

How to Configure Custom Attributes and Custom Values

As a system administrator, you can configure custom attributes for CA Clarity™ Agile objects to provide more object details. The custom attribute you configure is available to all the products by default. You can also create new custom values for object fields at the application level. These custom values then show up on appropriate pages as values you can select from the drop-down lists.

You can create a maximum of 25 custom attributes for an object in a product. You can add custom attributes to the following objects:

• Acceptance Criteria
• Epic
• Issue
• Master Release
• Release
• Sprint
• Story Dependency
• Task
• Team
• Team Member
• Theme
• User Story

For example, the team at First, Inc. wants to display the user story status to indicate the project progress. Dave, the system administrator, can add status field to the user story object and customize the lookup values. The team can use the status values to show their project status.

The following diagram describes how the system administrator can configure the custom attributes and customize the values.

To configure custom attributes, perform these steps:

1. Create the custom attributes.
2. Enable the custom attributes for the objects.
3. Create the Custom Values.
4. Publish List View Changes.
5. Is the custom attribute for status value?
   • Map the status value.

Create the Custom Attributes

You can create a custom attribute for an object and associate it with a product. For example, Dave creates a custom attribute named Status for the User Story object. The team can use the status of the user story to indicate their project progress.

Follow these steps:

1. Log in to Salesforce.com as the System Administrator.
2. Click Setup.
3. Expand Create from the App Setup, and click Objects.
4. Click the object name for which you want to customize the attributes.
5. Scroll to the Custom Fields & Relationships section and customize the fields as desired.
6. Save your changes.

Enable the Custom Attributes for the Objects

After a custom attribute is created, enable the attribute for a product to make it available for the objects. When you enable a custom attribute for a product, it is no longer available to other products.

For example, Dave enables the attribute Status for the User Story object for the product Parking Pass Management System.

Follow these steps:

1. Click Administration, and from Configuration, click Custom Attributes.
2. Select the product and the object for which you want to enable custom attributes.
3. Click Enable Attribute.
4. Select a field name.
5. Save your changes.

   The field appears in the field labels list.

Note: To remove or disable a custom attribute from an object, select the attribute and click Delete.

Create the Custom Values

After the custom attributes are created, you can add values to it. You can customize the following fields:

• Category
• Requirement State
• Product State
• Priority

  Include the values for issues, user stories, and epics that are associated with a product.

• Status

  Include the values for issues, tasks, user stories, and epics that are associated with a product.

For example, Dave creates the custom values Planned, In Progress, Done, and Closed for the status field of the User Story object.

You can configure custom values in the following ways:

• Rename the values using Translation Workbench.
• Edit certain attributes of the values.
• Replace the values with other values.
• Specify default values
• Reorder the values in the list.
• Delete the values.
• Translate the values in all supported languages.

Best Practices:

• Use the Translation Workbench from the Administration Setup menu to rename the values (in English language) instead of editing the existing attribute to relabel it.
• A value equivalent to Closed is needed for the burndown and velocity charts. You can create a value and can map the status using Status Mapping in the Administration menu.

Follow these steps:

1. Log in to Salesforce.com as the System Administrator.
2. Click Setup.
3. Expand Create from the App Setup, and click Objects.
4. Click the object name for which you want to customize the values.
5. Scroll to the Custom Fields & Relationships section and click the field label.
6. Scroll to the Picklist Values section and customize the values as desired.

Set up Default Values for User Story, Issue, and Custom Objects

You can set up default values for a user story, issue, or any custom CA Clarity™ Agile object.

Follow these steps:

1. Click the Setup link in the CA Clarity™ Agile header area.

   The Salesforce.com Personal Setup page appears.

2. Click Create from the App Setup menu and select Objects.

   The Custom Objects page appears.

3. Click the object name for which you want to set the default (for example, User Story).

   The User Story Custom Object page appears.

4. Scroll to the Record Types section and click the User Story record type label.

   The Record Type page appears.

5. Click Edit next to the Picklist field for which you want to select default values.
6. Select values from the Default drop down and save.

Publish List View Changes

You can publish the changes so that the new values are available for all the users in your organization to see. These changes can include modified object or attribute labels, picklist labels, and translations; or deleted custom attributes.

For example, Dave publishes the new attribute and its values, so that changes are visible and available on the pages for the users to use.

Follow these steps:

1. Log in to Salesforce.com as the system administrator.
2. Click Administration, and from Configuration, click List Views Publishing.
3. Click Publish.

Map the Status Value

If you create a custom attribute for the Status value of the user story or requirement objects, map the values as Open or Closed state. Specifying whether the state is open or closed ensures the accuracy of the burndown and velocity charts.

For example, Dave maps the custom values to the following values:

Follow these steps:

1. Click Administration, and from Configuration, click Status Mapping.
2. Click the Mapped Value field for the Status Value that you are mapping, and select Open or Closed from the pull-down list.
3. Save your changes.

Note: Click Recalculate Chart to refresh the sprint information, and repopulate the burndown and velocity charts for the user stories and issues in the current sprint.

You have successfully configured custom attributes and custom values, which the users can use to provide details for the objects.