I have created a few custom fields in what we call a Portfolio Item. Rally is able to display them fine but when I try to use the excel plugin to generate a report, they are not in the list of columns that I can select to include. Other custom items are there that were created by others, but I don't see the ones that I created. Am I simply missing something when I created them inside Rally or is there more to it. Is it a permissions issue? I am kinda lost as it isn't the most intuitive tool.
If it matters, the custom fields are multi-select drop downs.
Thanks!
Hello Richard,
The custom field, that you are missing is of the type "drop-down (multi-value)"
Our Excel plugin is currently unable to export or import fields of that type. It also unable to import Milestones. The plugin still uses an older version of our API, that doesn't include these fields.
Having said that, we have an open request to get these fields added to the functionality. That request is currently under review, therefore I highly recommend that you go to vote and comment on this idea at
https://ideas.rallydev.com/ideas/D3658
Thank you!