Additional fields in the "+New"/WI edit dialog

Since version 25.3.1, the create/edit pop-up dialog was enhanced to allow users to configure which fields should appear when creating od editing a Work Item. This configuration is flexible and type-specific, allowing different Work Item Types to display different fields. 

TABLE OF CONTENTS

• Select fields 
• Supported fields
• Currently not supported fields
• Validation rules and handling failed creation
• How the Pop-up dialog behaves
  • Auto-assignment of the Work Items from the Gantt

Select fields 

To configure which fields will be shown in the dialog, navigate to Parameters > Work Item Types Configurations, choose which Item Type you wish to specify, and select Additional Dialog Fields. Added fields are editable directly in the dialog. There is also a possibility to reorder fields in the dialog when selecting items. For a full explanation of how to define Work Item Types and control their behavior in the Gantt and "+New" dialog, see this article 

Supported fields

The following field Types are supported:

• String 
• Integer
• Float
• Boolean
• Multi-line Text
• Duration
• Enumerations (both single and multi-value, including object-based)
• Category
• Date (since version 25.5.1)
• Date time (since version 25.5.1)
• Assignee (since version 25.5.1 - useful when Resource is mapped to a different Custom Field, e.g., Team)
• Custom Fields mapped as Resources (since version 25.5.1)
• Planned In (since version 25.7.0)

Currently not supported fields

Some field Types are not currently supported in this configuration:

• Rich-text
• Dependent Enumerations
• Priority
• Time Point
• Complex fields (e.g., comments, attachments, Linked Work Items, hyperlinks)
• Data mapping fields

More field Types will be supported in future releases. For updates check out our change log here or let us know through tickets here which Type would be useful for you. 

Not sure if a field is supported? No worries - the system will indicate unsupported fields with a warning. 

Validation rules and handling failed creation

The configuration respects:

• Field permissions - read-only or editable access is determined by permissions, not configuration
• Required fields - fields marked as required in the Custom Fields settings must be filled (e.g., ID, Title)
• Validation rules - applied at the workflow level

Starting with version 25.7.0, fields required by the workflow are treated as required. If such a field is missing, a warning appears. Fields required by the workflow are also honored by mapped fields.

Important: If the creation fails:

• Gantt will not refresh, so you can fix the data
• Or you can create a WI via the standard Polarion Work Item form and copy the data from the Gantt dialog

How the Pop-up dialog behaves

For example, let's add Custom Field Department (Enumeration). We added this Department Custom Field to the dialog through Parameters:

When creating/editing a new Work Item, we see the newly added field here:

Other example - see how simple String Type behaves: 

Auto-assignment of the Work Items from the Gantt

If an Auto-assignment rule is defined in Polarion, Gantt will now (since version 25.6.0) automatically apply it when creating Work Items directly from the Gantt chart. This ensures that the correct Assignee is set without manual input, maintaining consistency with your Polarion configuration.

For any assistance, please don’t hesitate to reach out by submitting a ticket here.