Custom fields

In UpRaise, there are all default objective and key results fields/attributes like Name, Owner, start and end date, etc. Sometimes, beyond these default fields, an organization might need some customer attributes specific to their OKR process. This setting allows to add custom fields for objectives. Currently, only 5 custom fields can be created

  • If any custome field is associated with one/more objectives or Key results, it cannot be deleted and can only be disabled.

    • If it needs to be deleted, then users will have to first remove the association of that custom field by removing the custom feild’s values from each objective.

  • If their are 5 custom fields created already, Add new button will disappear

  • When you are editing an existing custom field, you can edit all details except the type of field. Once created, custom field type cannot be changed.

 

Below are the possible field types for custom fields -

CF types.png

In below image the newly added custom field called Sample custom field has the Delete option since it is not associated with any objective in the system.

 

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