Custom Fields

albert.collections.custom_fields.CustomFieldCollection

CustomFieldCollection(*, session: AlbertSession)

Bases: BaseCollection

CustomFieldCollection is a collection class for managing CustomField entities in the Albert platform.

This collection provides methods to create, update, retrieve, and list custom fields. CustomFields allow you to store custom metadata on a Project, InventoryItem, User, BaseTask (Tasks), and Lot.

The FieldType used determines the shape of the metadata field's value. If the FieldType is LIST, then the FieldCategory defines the ACL needed to add new allowed items to the given list:

• FieldCategory.USER_DEFINED: allows general users to add items
• FieldCategory.BUSINESS_DEFINED: only admins can add new items to the list

Example

# Creating some custom fields
from albert import Albert
from albert.resources.custom_fields import CustomField, FieldCategory, FieldType, ServiceType
from albert.resources.lists import ListItem
from albert.resources.project import Project

# Initialize the Albert client
client = Albert()

# Define the custom fields
stage_gate_field = CustomField(
    name="stage_gate_status",
    display_name="Stage Gate",
    field_type=FieldType.LIST,
    service=ServiceType.PROJECTS,
    min=1,
    max=1,
    category=FieldCategory.BUSINESS_DEFINED  # Defined by the business
)
justification_field = CustomField(
    name="justification",
    display_name="Project Justification",
    field_type=FieldType.STRING,
    service=ServiceType.PROJECTS,
)

# Create the custom fields
client.custom_fields.create(custom_field=stage_gate_field)
client.custom_fields.create(custom_field=justification_field)

Parameters:

Name	Type	Description	Default
session	AlbertSession	The Albert session instance.	required

Methods:

Name	Description
get_by_id	Get a CustomField item by its ID.
get_by_name	Get a CustomField item by its name.
list	Searches for CustomField items based on the provided parameters.
create	Create a new CustomField item.
update	Update a CustomField item.

Attributes:

Name	Type	Description
base_path

Source code in src/albert/collections/custom_fields.py

def __init__(self, *, session: AlbertSession):
    """
    Initializes the CasCollection with the provided session.

    Parameters
    ----------
    session : AlbertSession
        The Albert session instance.
    """
    super().__init__(session=session)
    self.base_path = f"/api/{CustomFieldCollection._api_version}/customfields"

base_path

base_path = f'/api/{_api_version}/customfields'

get_by_id

get_by_id(*, id: str) -> CustomField

Get a CustomField item by its ID.

Parameters:

Name	Type	Description	Default
id	str	The ID of the CustomField item.	required

Returns:

Type	Description
CustomField	The CustomField item.

Source code in src/albert/collections/custom_fields.py

def get_by_id(self, *, id: str) -> CustomField:
    """Get a CustomField item by its ID.

    Parameters
    ----------
    id : str
        The ID of the CustomField item.

    Returns
    -------
    CustomField
        The CustomField item.
    """
    response = self.session.get(f"{self.base_path}/{id}")
    return CustomField(**response.json())

get_by_name

get_by_name(
    *, name: str, service: ServiceType | None = None
) -> CustomField | None

Get a CustomField item by its name.

Parameters:

Name	Type	Description	Default
name	str	The name of the CustomField item.	required
service	ServiceType | None	The service the field relates to, by default None	None

Returns:

Type	Description
CustomField | None	The CustomField item, or None if not found.

Source code in src/albert/collections/custom_fields.py

def get_by_name(self, *, name: str, service: ServiceType | None = None) -> CustomField | None:
    """Get a CustomField item by its name.

    Parameters
    ----------
    name : str
        The name of the CustomField item.
    service : ServiceType | None, optional
        The service the field relates to, by default None

    Returns
    -------
    CustomField | None
        The CustomField item, or None if not found.
    """
    for custom_field in self.list(name=name, service=service):
        if custom_field.name.lower() == name.lower():
            return custom_field
    return None

list

list(
    *,
    name: str | None = None,
    service: ServiceType | None = None,
    lookup_column: bool | None = None,
    lookup_row: bool | None = None,
) -> Iterator[CustomField]

Searches for CustomField items based on the provided parameters.

Parameters:

Name	Type	Description	Default
name	str | None	The name of the field, by default None	None
service	ServiceType | None	The related service the field is in, by default None	None
lookup_column	bool | None	Whether the field relates to a lookup column, by default None	None
lookup_row	bool | None	Whether the field relates to a lookup row, by default None	None

Yields:

Type	Description
Iterator[CustomField]	Returns an iterator of CustomField items matching the search criteria.

Source code in src/albert/collections/custom_fields.py

def list(
    self,
    *,
    name: str | None = None,
    service: ServiceType | None = None,
    lookup_column: bool | None = None,
    lookup_row: bool | None = None,
) -> Iterator[CustomField]:
    """Searches for CustomField items based on the provided parameters.

    Parameters
    ----------
    name : str | None, optional
        The name of the field, by default None
    service : ServiceType | None, optional
        The related service the field is in, by default None
    lookup_column : bool | None, optional
        Whether the field relates to a lookup column, by default None
    lookup_row : bool | None, optional
        Whether the field relates to a lookup row, by default None

    Yields
    ------
    Iterator[CustomField]
        Returns an iterator of CustomField items matching the search criteria.
    """
    params = {
        "name": name,
        "service": service if service else None,
        "lookupColumn": json.dumps(lookup_column) if lookup_column is not None else None,
        "lookupRow": json.dumps(lookup_row) if lookup_row is not None else None,
    }
    return AlbertPaginator(
        mode=PaginationMode.KEY,
        path=self.base_path,
        params=params,
        session=self.session,
        deserialize=lambda items: [CustomField(**item) for item in items],
    )

create

create(*, custom_field: CustomField) -> CustomField

Create a new CustomField item.

Parameters:

Name	Type	Description	Default
custom_field	CustomField	The CustomField item to create.	required

Returns:

Type	Description
CustomField	The created CustomField item with its ID.

Source code in src/albert/collections/custom_fields.py

def create(self, *, custom_field: CustomField) -> CustomField:
    """Create a new CustomField item.

    Parameters
    ----------
    custom_field : CustomField
        The CustomField item to create.

    Returns
    -------
    CustomField
        The created CustomField item with its ID.
    """
    response = self.session.post(
        self.base_path,
        json=custom_field.model_dump(by_alias=True, exclude_none=True, mode="json"),
    )
    return CustomField(**response.json())

update

update(*, custom_field: CustomField) -> CustomField

Update a CustomField item.

Parameters:

Name	Type	Description	Default
custom_field	CustomField	The updated CustomField item. The ID must be set and match the Field you want to update.	required

Returns:

Type	Description
CustomField	The updated CustomField item as registered in Albert.

Source code in src/albert/collections/custom_fields.py

def update(self, *, custom_field: CustomField) -> CustomField:
    """Update a CustomField item.

    Parameters
    ----------
    custom_field : CustomField
        The updated CustomField item. The ID must be set and match the Field you want to update.

    Returns
    -------
    CustomField
        The updated CustomField item as registered in Albert.
    """
    # fetch current object state
    current_object = self.get_by_id(id=custom_field.id)

    # generate the patch payload
    payload = self._generate_patch_payload(
        existing=current_object,
        updated=custom_field,
        generate_metadata_diff=False,
        stringify_values=False,
    )

    for patch in payload.data:
        if (
            patch.attribute in ("hidden", "search", "lkpColumn", "lkpRow")
            and patch.operation == "add"
        ):
            patch.operation = "update"
            patch.old_value = False
        if (
            patch.attribute in ("entityCategory")
            and patch.operation == "add"
            and isinstance(patch.new_value, list)
        ):
            patch.new_value = patch.new_value[0]

    # run patch
    url = f"{self.base_path}/{custom_field.id}"
    self.session.patch(url, json=payload.model_dump(mode="json", by_alias=True))
    updated_ctf = self.get_by_id(id=custom_field.id)
    return updated_ctf