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Question

Can we add more column to filter records in Transfer Record Module in Changepoint


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There is feature of resource transfer through transfer record module in changepoint. when we select any entity to transfer the record, there are predefined/preconfigured entity columns come to filter the records to transfer between source/target resources. 

But some time, we need more details/column in preconfigured column to filter out data precisely for transfer the resources, so need some way to add more column there in transfer record module. 

Community, please help if you know the solutions for the same. 

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  • Planview Falcons
  • May 21, 2025

Hi ​@DeepakGarg_NG ,
To add custom columns to Changepoint's resource transfer module, you'll need to modify the underlying configuration that controls these filter views. This typically requires access to the system administration or configuration management interface. Check if your version supports custom view modifications through the administration panel, or contact Changepoint support for assistance with extending the transfer record filtering capabilities. In some cases, this might require a custom development request if the feature isn't available through standard configuration options.


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it must be product enhancement  sohat administrator can configure UDF fileds in filter view.


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