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Gemini Community Support Site
This Gemini community support site can be used to find solutions to product issues. You can log in using Open Id, Google Profile and even Facebook. Feel free to ask a question or browse FAQs and documentation. Product tour videos are also available along with how-to videos demonstrating key Gemini capabilities. |
| 2.5.11 |
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The Data Import Wizard |
items
database
Excel
migration
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| 7 |
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Project Templates |
projects
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| 7.1 |
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Project Templates: Introduction |
projects
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| 7.2 |
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Project Templates: Process |
projects
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| 7.3 |
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Project Templates: Screens and Visibility |
projects
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| 7.4 |
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Project Templates: Process Workflow |
projects
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| 7.5 |
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Project Templates: Custom Fields |
projects
custom-fields
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| 7.6 |
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Project Templates: Menus |
projects
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| 7.7 |
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Project Templates: Status, Priority and Severity |
projects
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| 7.8 |
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Project Templates: Resolution |
projects
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| 7.9 |
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Project Templates: Links |
projects
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| 7.10 |
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Project Templates: Time |
projects
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12 documents found.
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).
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.
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 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.