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Planview Customer Success Center

Not able to modify configurable field (UDF) settings

Symptoms

Created a UDF code field and saved it without associating to any entity. When editing the UDF settings later on, the option to turn it into an entity-based UDF is disabled.


Reason

If the configurable field (UDF) has been used in Changepoint then it is not possible to change its settings.


 

Resolution

Check if this UDF has been referenced anywhere else in the application:
- if any value has been entered for this specific UDF
- if the UDF has been referenced in any conditional expression or formula
- if the UDF has been referenced in any workflow step

Remove these references to be able to modify UDF properties.