| title | Customize the web form to an inherited process |
|---|---|
| titleSuffix | Azure DevOps Services |
| description | Customize the web form for a work item type and Inheritance process model for a project |
| ms.custom | inherited-process |
| ms.service | azure-devops-boards |
| ms.assetid | E0AACC40-9A9E-4A48-A1D7-1CE70D53EEA8 |
| ms.author | chcomley |
| author | chcomley |
| monikerRange | <=azure-devops |
| ms.topic | how-to |
| ms.date | 04/22/2019 |
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Work items are the backbone for planning and tracking work. As such, you'll want to make sure that each work item type (WIT) is tracking the data that your team needs.
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To support your work tracking requirements, you can customize each WIT to add custom groups to collect custom fields that you add under a common section. You can organize your forms by placing logically related groups and HTML fields on separate pages within a form to minimize clutter on any one page within the form.
For example, the following form shows that two custom pages have been added, Impact and Mitigation. In addition, several new groups and fields have been added to the Details page.
Once you've added a custom page or group, you can add custom fields to those pages or groups. To learn more about what you can customize, see About process customization and inherited processes.
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You can add your own custom groups to both inherited pages and custom pages.
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From the Layout page, choose New group.
If the New field and other options are disabled, you don't have the necessary permissions to edit the process. See Set permissions and access for work tracking, Customize an inherited process.
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Name the group and choose the column it should appear in. For information about columns, see About process customization and inherited processes, Layout and resizing.
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(Optional) Once you've added the group, you can drag and drop the group into any column or within the column, or select the Move Up or Move Down options from the group's … context menu.
Before you remove a group, first move all fields defined in that group to another group or remove them from the form.
Tip
You must remove all fields from a group for the Remove option to appear.
Choose the
Remove option from the custom group … context menu.
Note
When all fields in an inherited group are hidden, the inherited group itself does not appear on the form.
Within a page, you can quickly drag-and-drop a field to a new group or section within the page.
To move a field to another page, choose Edit from the field's … context menu and then choose the Page from the menu. Optionally, select an existing group or create a new group.
Here we move the Customer ticket field to the Details page and the Customer focus group.
You can only remove custom fields from a form. For inherited fields, you can hide them from showing on the form. For more information, see Customize a field for a process, Show, hide, or remove a field.
Add a custom page when you have several custom fields that you want to group within that page. You can add and reorder custom pages.
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From the Layout page of the WIT you've selected, click New page.
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Label the page.
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When you've finished adding groups and fields to the page, verify your layout is as expected. Refresh your browser and open a work item of the type you just customized.
You can reorder custom pages using drag and drop, or choose the move operation from the custom page … context menu. You can't move the inherited Details page.
Before you delete a page, you'll want to move any fields that your team still uses to another page.
Choose the
Delete option from the custom page … context menu.
Note
Deleting a page doesn't delete any data. Once data has been defined for a field, it's maintained in the data store and work item history, even if you remove it from the form. You can always choose to re-add the field by choosing New field and selecting Use an existing field.
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