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Index Project Templates: Custom Fields
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 1      Installing Gemini 5
 1.1        Pre-requisite Checks
 1.2        Installing Gemini 5 Using Automated Installer
 1.3        Installing Gemini 5 Using Zip File
 1.4        Upgrading 5.0 to 5.1
 1.5        Upgrading 4.2 to 5.1
 1.6        Using Windows Authentication
 1.7        Setting up with Geckoboard
 1.8        Setting up with Lucidchart
 1.9        MS Project Connector
 2      Getting Started with Gemini 5
 2.1        Signing in to Gemini
 2.2        Navigation in Gemini
 2.3        AppNav Cards
 2.4        Gemini Terminology
 2.5        Features and Functions
 2.5.1          The Grid
 2.5.2          The Planner
 2.5.3          Activity Page
 2.5.4          Timeline Page
 2.5.5          Roadmaps and Changelogs
 2.5.6          Documents
 2.5.7          Standard Reports
 2.5.8          The Calendar
 2.5.9          Burndown and Burnup Charts
 2.5.10           Ad Hoc Reporting with Excel
 2.5.11           The Data Import Wizard
 3      Creating and Managing Tasks
 3.1        Creating Tasks
 3.2        Rapid Planning (Creating Multiple Tasks)
 3.3        The View Item Page
 4      Structuring Projects
 4.1        Creating Projects
 4.2        Components in Gemini
 4.3        Versions in Gemini
 4.4        Setting Project Defaults
 5      Breeze - Email-to-ticketing
 5.1        Introduction to Breeze
 5.2        Breeze: Queues
 5.3        Breeze: SMTP Servers
 5.4        Breeze: Mailboxes
 5.5        Breeze: Response Templates
 6      Sentry - Testing in Gemini
 6.1        Introduction to Sentry
 6.2        Test Cases
 6.3        Test Plans
 6.4        Test Runner (Executing Tests)
 6.5        Test Run History
 7      Project Templates
 7.1        Project Templates: Introduction
 7.2        Project Templates: Process
 7.3        Project Templates: Screens and Visibility
 7.4        Project Templates: Process Workflow
 7.5        Project Templates: Custom Fields
 7.6        Project Templates: Menus
 7.7        Project Templates: Status, Priority and Severity
 7.8        Project Templates: Resolution
 7.9        Project Templates: Links
 7.10         Project Templates: Time
 8      People and Permissions
 8.1        Users
 8.2        Groups
 8.3        Permissions
 8.4        Active Directory Integration and Windows Authentication
 9      Code Review & Source Control Connectors
 9.1        SVN Server Installation
 9.2        Client Side Gemini Tortoise SVN Integration
 9.3        Git Source Control Connector
 9.4        Mercurial Source Control Connector
 9.5        TFS Source Control Connector
 9.6        Using Saucery for Code Review
 10       Gemini 4
 10.1         Getting Started
 10.2         Installing
 10.2.1           Requirements
 10.2.2           Automated Installer
 10.2.3           Microsoft Web Platform
 10.2.4           Zip File
 10.2.5           Scheduler Service
 10.3         Upgrading
 10.3.1           Upgrading Existing Installations
 10.3.2           Upgrading 4.1.x to 4.2
 10.3.3           Upgrading 4.0.x to 4.2
 10.3.4           Upgrading 3.7.x to 4.2
 10.3.5           Upgrading 3.6.x to 4.2
 10.3.6           Upgrading 3.5.x to 4.2
 10.3.7           Upgrading 3.1.x to 4.2
 10.3.8           Upgrading 3.0.x to 4.2
 10.3.9           Upgrading 3.0.0 to 4.2
 10.3.10            Upgrading 2.2 to 4.2
 10.3.11            Upgrading 2.1.x to 4.2
 10.3.12            Upgrading 2.0.x to 4.2
 10.3.13            Upgrading 1.9.1 to 4.2
 10.3.14            Upgrading 1.9/1.9a/1.9b to 4.2
 10.3.15            Upgrading 1.8.x to 4.2
 10.3.16            Upgrading 1.7 to 4.2
 10.3.17            Upgrading 1.6.3 to 4.2
 10.4         Projects
 10.4.1           Project Concepts             Grouping Projects             Components             Versions             Roadmap             Change Log             Dashboard
 10.4.2           Project Customization             Project Settings             Single, Multiple Item Options             Item Type, Priority, Severity Options             Default Values             Components             Versions             Project Attributes             Which Fields Are Displayed?
 10.5         Item Management
 10.5.1           Overview
 10.5.2           Creating
 10.5.3           Editing
 10.5.4           Viewing
 10.5.5           Visibility
 10.5.6           Custom Fields
 10.5.8           Hierarchy
 10.5.9           Links
 10.5.10            Recurrence
 10.5.11            Estimates & Time Logs
 10.5.12            Source Control Links
 10.5.13            Audit Trails
 10.5.14            Workflow
 10.5.15            Filter Items              Using the Filter              Saving and Reusing Filters              Cross Project Roll-ups
 10.5.16            Patterns
 10.6         Planning Board
 10.7         Time Management
 10.7.1           Time Reports
 10.7.2           Recording Time
 10.8         Notifications
 10.8.1           Project Alerts
 10.8.2           Item Watchers
 10.9         Test Management
 10.9.1           Approach
 10.9.2           Plans
 10.9.3           Cases
 10.9.4           Runs
 10.9.5           Traceability
 10.9.6           Filtering
 10.10          Management
 10.10.1            Administration              General Configuration              SMTP and Notifications              Projects              Custom Fields              Item Management              Test Management              Licensing
 10.10.2            Users & Security              User Management              Global and Project Groups              Working with Global Groups              Working with Project Groups              Available Permissions              Project Resources              Assigning Permissions to Projects              Windows Authentication              Active Directory Integration
 10.11          Using Add-on Products
 10.11.1            Visual Studio 2008/2010
 10.11.2            Gemini Desktop
 10.11.3            Microsoft Outlook
 10.11.4            Converse              Installation              Core Mailbox Setup              Selecting Emails to Process              Manipulating Email Content              Outbound Notifications              Project Mapping
 10.12          API
 10.12.1            Introduction
 10.12.2            Enabling API support
 10.12.3            Authentication
 10.12.4            Response Formats
 10.12.5            .NET Quick-start
 10.12.6            Schema Reference
 10.12.7            Administration API
 10.12.8            Alerts API
 10.12.9            Custom Fields API
 10.12.10             Groups API
 10.12.11             Items API
 10.12.12             Projects API
 10.12.13             Users API
 10.12.14             Testing API
 10.13          User Profile
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Project Templates: Custom Fields


Project Templates

Custom Fields

Gemini delivers a large number of fields to support every task and issue tracking use case but occasionally you will need to create a field that is not in Gemini. That is fine, Gemini is designed to treat your Custom Fields as if they come out-of-the-box. You can create custom fields of the following types:

  • Textbox
  • Rich Textbox
  • Numeric
  • Dropdown List
  • Multi Select List
  • Checkbox
  • Date Picker
  • Attachment
  • Version Picker
  • Component Picker
  • User Picker

To create a Custom Field, navigate to the Customization section from the Customize link in the top right hand section of the menu. If you have the appropriate privileges you will then be able to navigate to the Templates tab and the Custom Fields sub tab (see below).

Templates Custom Fields

To Add a new Custom Field, click on the Add button. You will be prompted to provide:

  • Custom field Type – a dropdown list of the types as listed above
  • Custom Field Name – The name you wish to give the field
  • Screen Label – What the user will see when prompted to enter values or viewing the field
  • Screen Tooltip – What the user will see when hovering over the field
  • Can Filter - Select this if you want to be able to filter your data by this field
  • Variable validation parameters depending on the type of field (see below)
Field Type Validation Description
Textbox Maxlength The maximum number of characters a user may enter for this field
Rich Textbox None This field will display a rich text editor complete with formatting controls
Numeric Minimum Value The minimum value a user can enter in a numeric field
  Maximum Value The maximum value a user can enter in a numeric field
Dropdown List If SQL Driven Lookup Table Name – the name of the table that contains the lookup prompt data
    Lookup Key Field Name – the name of the field that is the key to the table
    Lookup Description Field Name – the name of the field that contains the description to show. for example you could lookup a key field called ID and display a field called Description
    Lookup Sort Field Name – the name of the field that Gemini should use in any ORDER BY clause when returning data
  If Static Lookup Data Enter the static values you wish to prompt with delimited by carriage returns
  Create Table in SQL If the table does not exist and you check this box, Gemini will create the table on Save
  Filter by Project If you add a column to your lookup table called “projectid” (case insensitive) then Gemini will filter any values that are returned by project
Multi Select List The same as Dropdown List but user can select multiple values from the list  
Checkbox None  
Date Picker Valid Date Gemini will display a calendar control so it is not possible for a user to select an invalid date. Dates in Gemini are stored in UTC format in the database
Attachment None  
Version Picker Limit Version If you use Versions, limits the Versions that a user can select
Component Picker Limit Version If you use Components, limits the Components that a user can select
User Picker Can Multi Select Check this if you want people to be able to select more than one user
  User Groups One or more user groups from whom the user can pick

What does Show with Attributes mean in Custom Fields?

Gemini has two placement regions on the View Item page (the page that shows you all of the detail of your task), the Attributes Region, which is on the left hand side, and the Content Region, which occupies the centre of the page. If you check “Show with Attributes” then when you view the fill list of fields for a task, your Custom Field will be shown in the Attributes pane, otherwise your Custom Field will appear in the Contents Region of the page.

View Item Regions

Click Save to create the Custom Field.

To maintain the Custom Field Name, Screen Label or Screen Tooltip (Description), click in the appropriate field and use Gemini’s inline editing to easily and instantly change the field value.

To delete a Custom field click on the Delete delete icon icon to the right of the screen. If the Custom Field is associated with data you will be warned that the data will be removed if you proceed with the delete. In such circumstances, unless you genuinely wish to delete the data, you should go to Process…Screens and simply uncheck the checkboxes against the Custom Field to disable it.

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