How to Create a User Single Selection Type Account Custom Field and/or Stage Custom Field for Issues

Note: Users need the permission Account Custom Fields to create custom fields.

The custom field type, User Single Selection, can be used for Change Controls and Issues. This custom field type allows you to select an active user from a single selection dropdown box. You have the option to include specific users in this dropdown and you can also exclude users from the dropdown. You have the option of creating an account custom field or a stage custom field with this type.

Account Custom Field

To create an account user single selection type custom field, please follow the instructions below:

Navigate to Settings - Account - Custom Fields:

Click on the blue Create button:

Fill in all information in the Field Editor Slider Box. Select User Single Selection for the Custom Field Type. Click on the Save button when finished:

Name/Label: Name of Account Custom Field
Abbreviation: Abbreviated Name of Account Custom Field
Description: Description of Account Custom Field
Type: Type of Account Custom Field
Required: Ability to Make the Account Custom Field Required or Not
Select Action: Include/Exclude. Include will include all users assigned to selected Roles. Exclude will include all users except for those in selected Roles. You must have at least one Role selected to change this.
Select Roles: You can choose up to 100 Roles.

NOTE: You will need to select a ROLE first before you have the ability to select a choice here. The "All Account Users" Role will not be an option to select to include or exclude. This Role is automatically excluded and can not be included.

Stage Custom Field

Stage custom fields are created during the configuration of either an Issue or Change Control and/or can be added to established stages in Issues and Change Controls when being up-versioned. To add a "user single selection" stage custom field to an Issue or Change Control stage, please follow the instructions below:

Navigate to Settings - Configuration - Issues (or Change Control):

You can either add a stage custom field to an existing Issue/Change Control Category, as long as it is in a DRAFT state and/or being up-versioned OR create a new Issue/Change Control Category and add a stage custom field to one of the stages:

Once in the Issue/Change Control stage, click on Add a Field to This Stage and select Add a Stage Custom Field:

Fill in all information in the Field Editor Slider Box. Select User Single Selection for the Custom Field Type. Click on the Save button when finished:

Name/Label: Name of Account Custom Field
Abbreviation: Abbreviated Name of Account Custom Field
Description: Description of Account Custom Field
Type: Type of Account Custom Field
Required: Ability to Make the Account Custom Field Required or Not
Select Action: Include/Exclude. Include will include all users assigned to selected Roles. Exclude will include all users except for those in selected Roles. You must have at least one Role selected to change this.
Select Roles: You can choose up to 100 Roles.

NOTE: You will need to select a ROLE first before you have the ability to select a choice here. The All Account Users Role will not be an option to select to include or exclude. This Role is automatically excluded and can not be included.

Account Custom Field

Stage Custom Field

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