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Prerequisites

  • Gantt version 25.3.1 or later
  • Access to the Gantt widget parameter configuration (editor or admin role)

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Step 1: Open Work Item Types Configuration

  1. Open the Gantt page in edit mode.
  2. Open Parameters (click the ⚙️ settings icon in the toolbar or access the wiki page parameter editor).
  3. Navigate to Work Item Types Configurations.
  4. Select the Item Type you want to configure.

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Step 2: Add Fields to the Dialog

  1. Locate the Additional Dialog Fields section within the selected type configuration.
  2. Click to add fields. You can select from available Polarion custom fields defined in your project.
  3. Reorder fields by dragging them in the selection list. The order determines how fields appear in the dialog.

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Supported Field Types

Field TypeSupported SinceNotes
String25.3.1Single-line text input
Integer25.3.1Validated numeric input
Float25.3.1Decimal numeric input
Boolean25.3.1Single checkbox
Multi-line Text25.3.1Text area
Duration25.3.1Polarion work-time notation (e.g., 2d 4h)
Enumerations (single and multi-value)25.3.1Dropdown or multi-select picker
Category25.3.1Category enumeration
Date25.5.1Date picker
Date time25.5.1Date + time picker
Assignee25.5.1User picker (useful when Resource is mapped to a different field)
Custom Fields mapped as Resources25.5.1Resource-mapped custom fields
Planned In25.7.0Plan assignment picker
Currently unsupported: Rich-text, Dependent Enumerations, Priority, Time Point, and complex fields (comments, attachments, Linked Work Items, hyperlinks).
If you add an unsupported field type, the system displays a warning and ignores the field. You do not need to check compatibility manually.

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Step 3: Handle Workflow-Required Fields

Starting with version 25.7.0, fields required by the initial workflow transition are enforced in the dialog. If a required field is missing from your Additional Dialog Fields configuration, a warning appears in the editor view. Ensure all fields required by the workflow’s initial action are included in the dialog configuration.
Fields already used in Data Mapping (such as startField, endField, durationField, resourceField, or progressField) cannot be added to Additional Dialog Fields. The system prevents this and displays an error. Remove the field from Data Mapping first, or use a different field.

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Step 4: Configure Default Values

Custom fields in the dialog can have default values pre-populated when creating a new work item. Default values are supported for:
  • Enum (select) fields: pre-selected option
  • Text (textarea) fields: pre-filled text
  • Float (input) fields: pre-filled numeric value
Since version 25.6.0, Polarion auto-assignment rules are automatically applied when creating work items from the Gantt chart. The correct assignee is set without manual input.

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Step 5: Understand Validation Behavior

The dialog enforces these validation rules:
  • Field permissions: Read-only or editable access is determined by Polarion role permissions, not dialog configuration.
  • Required fields: Fields marked as required must be filled before saving. The save button is disabled until all required fields have values.
  • Inline validation: Numeric fields (integer, float) show inline error text when non-numeric characters are entered.
If work item creation fails, the Gantt does not refresh, allowing you to correct the data and retry. Alternatively, you can create the work item via the standard Polarion form and copy the data.

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Verification

You should now see the configured fields appear in the create/edit dialog when you click ➕ Add Task and select the configured work item type. Required fields display a red asterisk, and the save button enables only after all required fields are filled.

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See Also

KB ArticlesSupport TicketsSource Code
  • prod-gantt-src/com.nextedy.polarion.gantt.client/cypress/e2e/editability/add-new-task.cy.ts
  • prod-gantt-src/com.nextedy.polarion.gantt/src/com/nextedy/polarion/gantt/model/impl/CustomFieldService.java
  • prod-gantt-src/com.nextedy.polarion.gantt/src/com/nextedy/polarion/gantt/model/impl/types/TypeConfig.java
  • prod-gantt-src/com.nextedy.polarion.gantt/src/com/nextedy/polarion/gantt/model/impl/CustomFieldDTOFactory.java
  • prod-gantt-src/com.nextedy.polarion.gantt/src/com/nextedy/polarion/gantt/model/impl/web/CustomFieldServlet.java