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MayaBerd committed Dec 6, 2024
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40 changes: 39 additions & 1 deletion docs/system-admin-guide/custom-fields/README.md
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Expand Up @@ -102,5 +102,43 @@ When using multi-select custom fields, you can add as many options as required.
> [!NOTE]
> Custom fields with type Hierarchy are an Enterprise add-on. Click here for more information on the [OpenProject Enterprise edition](https://www.openproject.org/enterprise-edition/).
Hierarchy custom fields allow organizing hierarchical structures in work packages by making use of multi-level select lists. To create a custom field of type Hierarchy follow the same steps as you would when [creating a standard custom field](#add-a-new-custom-field) and select **Hierarchy** format. Select the
Hierarchy custom fields allow organizing hierarchical structures in work packages by making use of multi-level select lists. To create a custom field of type Hierarchy follow the same steps as you would when [creating a standard custom field](#add-a-new-custom-field) and select **Hierarchy** format. You can then name the custom field, allow multi-select, specify if it should be a required field or used as a filter, and activate it for all projects. Click the **Save** button to proceed.



![Create a new custom field of type hierarchy](openproject_system_guide_new_custom_field_new_hierarchy.png)

You will then see the list of all existing custom fields. Click on the name of the custom field you created to edit it, specify possible values and assign it to projects.

![List of custom fields in OpenProject administration](openproject_system_guide_custom_fields_list.png)

You can edit the name and initial settings under the *Details* tab.

![Detailed view of a custom field in OpenProject administration](openproject_system_guide_new_custom_hierarchy_details_tab.png)

Under the *Items* tab you can specify which hierarchy values should be selectable for this specific custom field. Initially the list of items will be empty .To add values, click the **+Item** button.

![Items tab for a hierarchy custom field in OpenProject administration](openproject_system_guide_hierarchy_field_add_item_button.png)

You can then specify labels and short names for each of the items you want to add. The short name can be used e.g. for an abbreviation of a name or another associated short description. The short name will be displayed next to the item label in brackets.

![Add an item to the hierarchy custom field in OpenProject administration](openproject_system_guide_hierarchy_field_add_item_form.png)

All items you add here will constitute one level of the hierarchical values. You can add further levels to each of the values. Here you can edit the values, change the position in the list or delete the items. To do that click the icon with the three dots on the far right and select the respective option.

![Edit items for hierarchy custom fields in OpenProject administration](openproject_system_guide_hierarchy_field_edit_items.png)

You can add further hierarchical levels by clicking on the name of the item and adding the values same way you did on the first level. Once you do that, the number of sub-items will be displayed on the higher hierarchy level.

![Add further hierarchy levels for custom fields in OpenProject](openproject_system_guide_hierarchy_field_add_further_levels.png)

![Number of sub-items for a hierarchy value in OpenProject custom fields](openproject_system_guide_custom_field_new_hierarchy_subitems.png)

You can add as many sub-times and hierarchy levels as you need. You can always navigate to the level you need by clicking the respective option from the hierarchy path displayed above the items.

![](openproject_system_guide_new_custom_field_path.png)

Once you have specified all values for the hierarchy custom field, you need to:

1. [Activate this custom field for projects under the *Projects* tab](#add-a-custom-field-to-one-or-multiple-projects)
2. [Assign a custom field to a work package type](../manage-work-packages/work-package-types/#work-package-form-configuration-enterprise-add-on)
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