Custom fields
- Annu
Background
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 -
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.
Use cases
Users want to add multiple stakeholders that are supposed to be responsible for OKRs, they can add single or multiselect fields to add users in the given field.
Users want to manage a specific date for OKRs apart from start and end dates. Eg. Review date, OKR grading date, etc. they add a date type custom field.
Numeric field type custom fields can be used for maintaining any type of numeric values. Typical examples are bugdet allocation, number of resources involved, estimated days, etc.
Users want to select one option from the given choices. For eg. Priority, they can use the single select custom field to select priority of the OKR from given options in the custom field.