Changes between Initial Version and Version 1 of TracTicketsCustomFields


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Timestamp:
Jul 10, 2015, 5:54:04 PM (9 years ago)
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trac
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  • TracTicketsCustomFields

    v1 v1  
     1= Custom Ticket Fields =
     2Trac supports adding custom, user-defined fields to the ticket module. Using custom fields, you can add typed, site-specific properties to tickets.
     3
     4== Configuration ==
     5Configuring custom ticket fields is done in the [wiki:TracIni trac.ini] file. All field definitions should be under a section named `[ticket-custom]`.
     6
     7The syntax of each field definition is:
     8{{{
     9 FIELD_NAME = TYPE
     10 (FIELD_NAME.OPTION = VALUE)
     11 ...
     12}}}
     13The example below should help to explain the syntax.
     14
     15=== Available Field Types and Options ===
     16 * '''text''': A simple (one line) text field.
     17   * label: Descriptive label.
     18   * value: Default value.
     19   * order: Sort order placement. (Determines relative placement in forms with respect to other custom fields.)
     20   * format: One of:
     21     * `plain` for plain text
     22     * `wiki` to interpret the content as WikiFormatting (''since 0.11.3'')
     23     * `reference` to treat the content as a queryable value (''since 1.0'')
     24     * `list` to interpret the content as a list of queryable values, separated by whitespace (''since 1.0'')
     25 * '''checkbox''': A boolean value check box.
     26   * label: Descriptive label.
     27   * value: Default value (0 or 1).
     28   * order: Sort order placement.
     29 * '''select''': Drop-down select box. Uses a list of values.
     30   * label: Descriptive label.
     31   * options: List of values, separated by '''|''' (vertical pipe).
     32   * value: Default value (one of the values from options).
     33   * order: Sort order placement.
     34 * '''radio''': Radio buttons. Essentially the same as '''select'''.
     35   * label: Descriptive label.
     36   * options: List of values, separated by '''|''' (vertical pipe).
     37   * value: Default value (one of the values from options).
     38   * order: Sort order placement.
     39 * '''textarea''': Multi-line text area.
     40   * label: Descriptive label.
     41   * value: Default text.
     42   * cols: Width in columns
     43   * rows: Height in lines.
     44   * order: Sort order placement.
     45   * format: Either `plain` for plain text or `wiki` to interpret the content as WikiFormatting. (''since 0.11.3'')
     46
     47Macros will be expanded when rendering `textarea` fields with format `wiki`, but not when rendering `text` fields with format `wiki`.
     48
     49=== Sample Config ===
     50{{{
     51[ticket-custom]
     52
     53test_one = text
     54test_one.label = Just a text box
     55
     56test_two = text
     57test_two.label = Another text-box
     58test_two.value = Default [mailto:joe@nospam.com owner]
     59test_two.format = wiki
     60
     61test_three = checkbox
     62test_three.label = Some checkbox
     63test_three.value = 1
     64
     65test_four = select
     66test_four.label = My selectbox
     67test_four.options = one|two|third option|four
     68test_four.value = two
     69
     70test_five = radio
     71test_five.label = Radio buttons are fun
     72test_five.options = uno|dos|tres|cuatro|cinco
     73test_five.value = dos
     74
     75test_six = textarea
     76test_six.label = This is a large textarea
     77test_six.value = Default text
     78test_six.cols = 60
     79test_six.rows = 30
     80}}}
     81
     82''Note: To make entering an option for a `select` type field optional, specify a leading `|` in the `fieldname.options` option.''
     83
     84=== Reports Involving Custom Fields ===
     85
     86Custom ticket fields are stored in the `ticket_custom` table, not in the `ticket` table. So to display the values from custom fields in a report, you will need a join on the 2 tables. Let's use an example with a custom ticket field called `progress`.
     87
     88{{{
     89#!sql
     90SELECT p.value AS __color__,
     91   id AS ticket, summary, owner, c.value AS progress
     92  FROM ticket t, enum p, ticket_custom c
     93  WHERE status IN ('assigned') AND t.id = c.ticket AND c.name = 'progress'
     94AND p.name = t.priority AND p.type = 'priority'
     95  ORDER BY p.value
     96}}}
     97'''Note''' that this will only show tickets that have progress set in them, which is '''not the same as showing all tickets'''. If you created this custom ticket field ''after'' you have already created some tickets, they will not have that field defined, and thus they will never show up on this ticket query. If you go back and modify those tickets, the field will be defined, and they will appear in the query. If that's all you want, you're set.
     98
     99However, if you want to show all ticket entries (with progress defined and without), you need to use a `JOIN` for every custom field that is in the query.
     100{{{
     101#!sql
     102SELECT p.value AS __color__,
     103   id AS ticket, summary, component, version, milestone, severity,
     104   (CASE status WHEN 'assigned' THEN owner||' *' ELSE owner END) AS owner,
     105   time AS created,
     106   changetime AS _changetime, description AS _description,
     107   reporter AS _reporter,
     108  (CASE WHEN c.value = '0' THEN 'None' ELSE c.value END) AS progress
     109  FROM ticket t
     110     LEFT OUTER JOIN ticket_custom c ON (t.id = c.ticket AND c.name = 'progress')
     111     JOIN enum p ON p.name = t.priority AND p.type='priority'
     112  WHERE status IN ('new', 'assigned', 'reopened')
     113  ORDER BY p.value, milestone, severity, time
     114}}}
     115
     116Note in particular the `LEFT OUTER JOIN` statement here.
     117
     118Note that if your config file uses an uppercase name, e.g.,
     119{{{
     120[ticket-custom]
     121
     122Progress_Type = text
     123}}}
     124you would use lowercase in the SQL:  `AND c.name = 'progress_type'`
     125
     126=== Updating the database ===
     127
     128As noted above, any tickets created before a custom field has been defined will not have a value for that field. Here's a bit of SQL (tested with SQLite) that you can run directly on the Trac database to set an initial value for custom ticket fields. Inserts the default value of 'None' into a custom field called 'request_source' for all tickets that have no existing value:
     129
     130{{{
     131#!sql
     132INSERT INTO ticket_custom
     133   (ticket, name, value)
     134   SELECT
     135      id AS ticket,
     136      'request_source' AS name,
     137      'None' AS value
     138   FROM ticket
     139   WHERE id NOT IN (
     140      SELECT ticket FROM ticket_custom
     141   );
     142}}}
     143
     144If you added multiple custom fields at different points in time, you should be more specific in the subquery on table {{{ticket}}} by adding the exact custom field name to the query:
     145
     146{{{
     147#!sql
     148INSERT INTO ticket_custom
     149   (ticket, name, value)
     150   SELECT
     151      id AS ticket,
     152      'request_source' AS name,
     153      'None' AS value
     154   FROM ticket
     155   WHERE id NOT IN (
     156      SELECT ticket FROM ticket_custom WHERE name = 'request_source'
     157   );
     158}}}
     159
     160----
     161See also: TracTickets, TracIni