Team Services (Hosted XML) | TFS 2017 | TFS 2015 | TFS 2013
This topic applies to team project customization for Hosted XML and On-premises XML process models. For the Inheritance process model, see Customize a process. For an overview of process models, see Customize your work tracking experience.
Your team project contains 100 or more data fields, based on the processAgile, Scrum, or CMMIused to create the team project. You update data by modifying the data field within a work item. Each work item is associated with a work item type (WIT), and the data you can track corresponds to the fields assigned to the WIT.
You can modify an existing field or add a custom field to support tracking additional data requirements. For example, you can customize the pick list within a drop-down menu, add a rule to specify a default value or restrict the value it can take, or change a field attribute.
Not all pick lists are defined in the same way. Some lists are defined through the user interface, the workflow for a WIT, or by adding user accounts to a team project as indicated in the following table.
Feature availability: You can exercise some features only from an on-premises TFS and are noted as such.
Command line change
Methods by which work item fields get added
You use work item fields to track data for a work item type and to define the filter criteria for queries as well as to generate reports. Any data element, except for system fields, that you want to track must be defined as a work item field. You can define work item fields within the definition of a work item type or global workflow.
Work item fields are maintained for a team project collection. You add fields when you perform one of the following tasks:
Create a team project. All fields that are defined within the definitions for work item types or global workflow and that are defined for the selected process template are created. The core system fields are automatically defined for every work item type that is defined for a team project. For a list of these fields, see Work item field index.
Import a WIT definition. All new fields that are defined within the definition for a type of work item are added to the collection. For more information, see All WITD XML elements reference.
Import a global workflow definition. All new fields that are defined within the global workflow are added to the collection. You define a global workflow when you want to maintain a set of work item fields that several types of work items share. For more information, see Customize global workflow.
Map a project collection to an instance of Project Web App (PWA). After you install the Team Foundation Server Extensions for Project Server, configure the integration by mapping various components of Team Foundation. When you map a collection, a global workflow definition that supports several fields in Project Server fields is imported. For more information, see Project Server fields added to TFS to support data synchronization.
All fields that are defined in all WITs and all global workflows for all team projects make up the complete set of fields defined within the collection. You can change the attribute of, rename, and delete existing fields. However, you incur certain costs when you make these kinds of changes, specifically for on-premises TFS and reporting.
To add or customize a field for a collection, modify the XML content for the WIT definition. Define each field through a FIELD element within the FIELDS section of the WIT definition. For information about the structure and location of these files, see All FIELD XML elements reference.
Add a field, or apply a rule, or change an attribute
To add a custom field, add field rules, or change the label of a field on a work item form, you modify the work item type (WIT) or types that use the field. Follow the customization sequence that matches your process model.
To change a field attribute or rename a field, use the witadmin command line tool. Otherwise, to modify a field, you add or modify the rules associated with the field within a WIT definition.
To edit a WIT definition file
To add rules or add a custom field, export, edit, and then import the WIT definition file.
With witadmin, you can import and export definition files. Other tools you can use include the Process Editor (requires that you have installed a version of Visual Studio):
- For TFS 2017 and later versions, install the TFS Process Template editor from the Visual Studio Marketplace. You can use this version of the Process Editor to modify the old-style work item forms. You can't use it to edit forms associated with the new web forms.
- For TFS 2015 and earlier versions, install TFS Power Tools.
Or, you can use the TFS Team Project Manager, an open-source client available from github.
Any field that you want to use to track data must be added to the WIT definition file. This is true for all but system fields (fields whose reference name start with System.). All System fields are defined for all WITs, whether or not you include them in WIT definition. To learn more about each field, see Work item field index.
Add a checkbox or Boolean field
Feature availability:The Boolean data type is supported for Hosted XML (Team Services) and for On-Premises XML, for TFS 2017.2 and later versions.
Use the following syntax to add a Boolean field within the FIELDS section of the WIT definition.
<FIELD name="Triage" refname="Fabrikam.Triage" type="Boolean" > <DEFAULT from="value" value="False" /> <HELPTEXT>Triage work item</HELPTEXT> </FIELD>
And then add the following syntax within the FORM section to have the field appear on the form.
<Control Label="Triage" Type="FieldControl" FieldName="Fabrikam.Triag" />
The field will appear as a checkbox on the form.
Customize a pick list
Pick lists are the enumerated values that appear within a drop-down menu in a work item form and the Value column within the query editor. The method you use to customize a pick list varies depending on the field.
To modify the pick list for most string or integer fields within a work item form, edit the WIT definition. For example, to add a custom Resolution field and pick-list, specify the XML code as shown.
|Custom field and pick list
Rules support combining lists, restricting to whom a list applies, and setting conditions on when a list appears on the work item form. Rules control whether a distribution list is expanded to show its individual members or a list is filtered by using the optional expanditems and filteritems attributes. Use global lists to minimize the work that is required to update a list that is shared across WITs or team projects.
When you use a list in several WITs or across several team projects, maintaining it as a global list minimizes your maintenance requirements. Also, if you need to have parts of lists show up as different across WITs or team projects, you can define a global list for part of a pick list. See see Define pick lists and Define global lists.
Add rules to a field
To add a custom field or add rules to a field, edit the WIT definition. You can limit rules to apply to specific users or groups. Most rules support the for or not attributes to focus who the rule does and doesn't apply to.
For example, with the following code snippet, you can enforce the rule that only members of the Management Team, a customer defined TFS group, can modify the Stack Rank field once a work item has been created.
<FIELD name="Stack Rank" refname="Microsoft.VSTS.Common.StackRank" type="Double" reportable="dimension"> <FROZEN not="[project]\Management Team" /> <HELPTEXT>Work first on items with lower-valued stack rank. Set in triage.</HELPTEXT> </FIELD>
You apply rules to accomplish the following actions:
|To accomplish this action:||Use this XML element:|
|Specify a tool-tip.||HELPTEXT|
|Qualify the value a field can have.||CANNOTLOSEVALUE, EMPTY, FROZEN, NOTSAMEAS, READONLY, and REQUIRED|
|Copy a value or specify a default.||COPY, DEFAULT, and SERVERDEFAULT|
|Restrict who can modify a field.||VALIDUSER, for and not field rule attributes|
|Enforce pattern matching on a string field.||MATCH|
|Conditionally apply rules based on values in other fields.||WHEN, WHENNOT, WHENCHANGED, and WHENNOTCHANGED|
System fields, whose names all start with the "System" prefix (for example, System.ID), are limited in terms of the rules you can apply to them. For example, you can't copy or set to empty fields used to track who created, changed, or closed a work item, or date-time fields used by the system.
For more information about applying field rules and restrictions, see Apply a rule to a work item field.
To add a custom field
To add a custom field, edit the WIT definition to add a FIELD element within the FIELDS section and a Control element within the FORM section.
Export the WIT definition file based on the process model you use.
Locate the section of the XML file that begins with
FIELDelement that specifies the name of the custom field to add. You must specify the following required attributes: friendly
refname(reference name), and
type. For more information, see FIELD (Definition) element reference.
The following code specifies the custom field, Requestor, with a reference name of
FabrikamFiber.MyTeam.Requestorand a pick list of allowed values, with the default value of Customer.
<FIELD name="Requestor" refname="FabrikamFiber.MyTeam.Requestor" type="String" reportable="Dimension"> <ALLOWEDVALUES> <LISTITEM value="Customer" /> <LISTITEM value="Executive Management" /> <LISTITEM value="Other" /> <LISTITEM value="Support" /> <LISTITEM value="Team" /> <LISTITEM value="Technicians" /> <DEFAULTVALUE value="Customer" /> </ALLOWEDVALUES> </FIELD>
Elements within the list always appear in alphanumeric order, regardless of how you enter them in the XML definition file. The Reference Name, or
refname, is the programmatic name for the field. All other rules should refer to the
refname. For more information, see Naming restrictions and conventions.
Controlelement within the
FORMsection so that the custom field appears on the form within the group of elements where you want it to appear.
For example, the following code snippet adds the Requestor field to appear below the Reason field on the work item form.
<Column PercentWidth="50"> <Group Label="Status"> <Column PercentWidth="100"> <Control FieldName="System.AssignedTo" Type="FieldControl" Label="Assi&gned To:" LabelPosition="Left" /> <Control FieldName="System.State" Type="FieldControl" Label="&State:" LabelPosition="Left" /> <Control FieldName="System.Reason" Type="FieldControl" Label="Reason:" LabelPosition="Left" ReadOnly="True" /> <Control FieldName="FabrikamFiber.MyTeam.Requestor" Type="FieldControl" Label="Requestor:" LabelPosition="Left" ReadOnly="True" /> </Column> </Group> </Column>
The schema definition for work tracking defines all child elements of the
FORMelement as camel case and all other elements as all capitalized. If you encounter errors when validating your type definition files, check the case structure of your elements. Also, the case structure of opening and closing tags must match according to the rules for XML syntax. For more information, see Control XML element reference.
Import the WIT definition file according to the process model you use.
Open either the web portal or Team Explorer to view the changes. If the client is already open, refresh the page.
The following illustration shows that the work item form for the product backlog item now contains the new field.
To change the field label on a work item form
To modify the field label, change the value assigned to the
Label attribute. To remove a field from the work item form, delete the
Control element associated with the field.
Export the WIT definition file according to your process model.
Layoutsections, find the definition of the field you want to modify. This example modifies the label for the Title field:
<Column PercentWidth="70"> <Control Type="FieldControl" FieldName="System.Title" Label="Title" LabelPosition="Left" /> </Column>
Change the label for the field so that the Portuguese branch office working on this particular team project can read the name of the Title field when they work with the work item form. Include the Portuguese word for title (Titulo) in the Title field.
<Column PercentWidth="70"> <Control Type="FieldControl" FieldName="System.Title" Label="Title (Título):" LabelPosition="Left" /> </Column>
Import the modified WIT definition.
Add a custom control
Using the object model for tracking work items, you can programmatically create, change, and find bugs, tasks, and other WITs. You can also create your own custom controls that add functionality to a work item form.
Or, you can add a custom control which is available through the Visual Studio Marketplace. For example:
- Multi-value control that supports the input of multiple values for a field by showing a list of check boxes
- Color picklist control that supports adding color to pick list items
- Work item form one click actions that provides a group extension with a customizable set of rules which support one-click action.
To add a custom control to the new web form, see WebLayout and Control elements.
Limit the Assigned To field list of names
By default, the drop-down menu for the Assigned To field displays all users who have been granted access to the team project. This is the default valid users group. The exception to this rule is the list that appears in the web portal--the context menus that support assigning work items are limited to members of the team.
The most efficient way to apply security restrictions is to create custom groups that you manage either in Windows or a collection or team project group.
Create the security group that you want to use and add the accounts to the group. For example, create a new group called Team Contributors. See Add users to team projects.
Modify the definition file for each work item type that you want to limit the user set. Add the VALIDUSER element to the FIELD element definition for the Assigned To field, and specify the TFS group.
For example, the following code snippet can be added to the Task definition to limit the set of users for the Assigned To field to only those team members added to the TFS Team Task Group.
<FIELD name="Assigned To" refname="System.AssignedTo" type="String" reportable="dimension" syncnamechanges="true"> <HELPTEXT>The person currently working on this task</HELPTEXT> <ALLOWEXISTINGVALUE /> <VALIDUSER group="Team Contributors" /> </FIELD>
By specifying the ALLOWEXISTINGVALUE element, you avoid validation errors that would otherwise occur when members leave the team and are no longer registered as project contributors.
See also Restrict access.
Change an attribute of an existing field (On-premises XML)
Feature availability: You can exercise this feature only from an on-premises TFS.
You use witadmin changefield to change the attributes of an existing field. For example, the following command changes the friendly name defined for MyCompany.Type to Evaluation Method.
witadmin changefield /collection:http://AdventureWorksServer:8080/tfs/DefaultCollection /n:MyCompany.Type /name:"Evaluation Method"
The following table summarizes the attributes you can change using witadmin changefield.
|Data type||Specifies the type of data that the field accepts. In general, you cannot change the field data type once it is defined. You can switch the field data type only for fields of type HTML or PlainText.|
|Friendly name||The friendly name appears in the drop-down menus of work item queries and it must be unique across all fields that are defined within a team project collection. The friendly name may differ from the form label that appears on the work item form.|
|Reporting attributes||You can change the name of the field as it appears in a report, the report reference name, and the reporting type. You can localize the reporting friendly name.
The reporting type determines whether the field's data is written to the relational warehouse database, to both the relational warehouse database and to the OLAP cube, or to generate a pre-calculated sum of values when processing the OLAP cube.
For a complete list of the default reportable fields, see Reportable fields reference. For more information about reportable attributes, see Field data type and reportable attributes.
|Synchronization||You can enable or disable synchronization for person-name fields with Active Directory.|
Change the index attribute of a field (On-premises XML)
Feature availability: You can exercise this feature only from an on-premises TFS.
You can enable indexing for a field to improve query response times when filtering on the field. By default, the following fields are indexed: Assigned To, Created Date, Changed By, State, Reason, Area ID, Iteration ID, and Work Item Type.
To enable or disable indexing for a field, use the witadmin indexfield command.
This topic addressed how to add and customize fields for Hosted XML and On-premises XML process models. For information on adding and customizing WITs for Hosted XML and On-premises XML process models, see Add or modify a work item type. For the Inheritance process model, see Customize a process.
Other related topics or resources:
- Work tracking object limits
- Customize the work tracking experience
- Field data type and field attributes
- WebLayout and Control elements
- Guide to administrative tasks
- Import, export, and manage work item fields (witadmin).
- Team Foundation Server - Project Management & Work Item forum
- To list fields, you must have your View project-level information permission for the team project in the collection set to Allow.
- (TFS) To add or customize a field, you must be a member of the Project Administrators group or have your Edit project-level information permission set to Allow.
- (Team Services) To add or customize a field by customizing a process template, you must be a member of the Project Collection Administrators group or have your Edit process permission set to Allow
- (TFS) To delete or rename fields or change an attribute of a field, you must be a member of the Team Foundation Administrators security group or the Project Collection Administrators security group.
To get added as an administrator, Add administrators.
What is a field? How are field names used?
Each work item type is associated with 31 system fields and several more type-specific fields. You use work items to plan and track your project.
Each field supports tracking a piece of information about the work to perform. Values you assign to a field are stored in the work tracking data store which you can create queries to determine status and trends.
A work item field name uniquely identifies each work item field. Make sure your field names fall within these guidelines:
- Field names must be unique within the account/project collection
- Field names must be 128 or fewer Unicode characters
- Field names can't contain any leading or trailing spaces, nor two or more consecutive spaces
- Field names must contain at least one alphabetic character
- Field names can't contain the following characters:
Because custom fields are defined for the account collection, you can't add a custom field to a process with the same field name that you add to another inherited process.
List or review fields
To list or review fields, you can use one of the following tools, depending on the process model—Inheritance, Hosted XML, or On-premises XML—you use. For an index of fields defined within the default processes, see Work item field index.
|Tool||Inheritance||Hosted XML||On-premises XML|
|Web portal: List inherited and custom-defined fields||1|
|Work item field explorer 2|
|witadmin listfields command line tool|
- Only supported for default processes (Agile, CMMI, Scrum).
- For TFS 2017 and later versions, install the TFS Process Template editor from the Visual Studio Marketplace.
For TFS 2015 and earlier versions, you access this tool from the Process Editor after installing the Microsoft Visual Studio Team Foundation Server 2015 Power Tools.
In addition to the attributes that you can change for a work item field, there are several non-changeable and virtually hidden attributes for each field. You can look up the assignments of these fields using the Work Item Field Explorer tool.
For a description of each attribute, see this post: Work Item Field Attributes - What You Can and Can't Change.
Test, build, and version control fields (On-premises XML)
Feature availability: You can exercise this feature only from an on-premises TFS.
Several WITs contain fields that provide information that is generated by automated processes that integrate with Team Foundation Build, Microsoft Test Manager, and Team Foundation version control. To add one of these fields to your custom WITs, you edit the WIT definition according to the steps outlined previously in this topic.
For example, you can add the Found In and Integrated in Build fields that appear in the type definitions for bugs. These fields associate bugs with the builds where they were found or fixed. You can use the following code snippet to add these fields to a work item type definition.
<FIELD name="Found In" refname="Microsoft.VSTS.Build.FoundIn" type="String" reportable="dimension"> <HELPTEXT>Product build number (revision) in which this item was found</HELPTEXT> </FIELD> <FIELD name="Integration Build" refname="Microsoft.VSTS.Build.IntegrationBuild" type="String" reportable="dimension"> <HELPTEXT>Product build number this bug was fixed in</HELPTEXT> </FIELD>
For more information, see Query based on build and test integration fields.
Field names and reporting (On-premises XML)
Feature availability: You can change the reportable attributes for a field only from an on-premises TFS.
You can add fields or change the attributes of existing fields to support reporting. When you add or change fields, you should name them systematically so that you can find the field in the Analysis Services cube because the fields are logically grouped into folders. To learn more, see Add or modify work item fields to support reporting.
Delete a field (On-premises XML)
Feature availability: You can exercise the delete a field feature only from an on-premises TFS.
When you remove a field from a specific type of work item, that field is not removed from the collection or the database server, even if it is no longer referenced by any WIT. To remove a field, follow these steps.
FIELDdefinition from all WIT definitions and any global workflows that reference it.
Verify the field is not in use. For example:
witadmin listfields /collection:http://AdventureWorksServer:8080/tfs/DefaultCollection /n:MyCompany.CustomContact Field: MyCompany.CustomContact Name: Custom Contact Type: String Reportable As: dimension Use: Not In Use Indexed: False
Delete the field. For example:
witadmin deletefield /collection:http://AdventureWorksServer:8080/tfs/DefaultCollection /n:MyCompany.CustomContact
If the deleted field was reportable, rebuild the data warehouse to purge the old field and its values.
For more information, see Manage work item fields.