Configure Additional Fields in Create Dialog

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Prerequisites

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

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.

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

If you add an unsupported field type, the system displays a warning and ignores the field. You do not need to check compatibility manually.For example, adding the unsupported Priority field to the dialog configuration:

The field is ignored and the following warning is shown:

1

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.For example, an initial action named Set Area is added with the Area field marked as required:

Because the required Area field is not included in the dialog configuration, the following warning appears in the edit 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.For example, the Duration field is already used in the Data Mapping configuration:

Adding that same field to the dialog configuration triggers an error:

2

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.

3

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.Once a custom field is added to the dialog through Parameters, it appears when creating or editing a Work Item. For example, an Enumeration-type Department custom field added to the dialog:

When creating or editing a Work Item, the newly added Department dropdown appears in the dialog:

A simple String-type custom field behaves the same way in the dialog:

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Verification

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See Also

• Use the Lightbox Inline Editor
• Track and Calculate Progress
• Configure Resource Fields