Custom Fields

  • Introduction

  • Creating a Custom Field

  • Editing a Custom Field

  • Sorting the List Values

  • Archiving a Custom Field

  • Deleting a Custom Field Value

  • Searching a Custom Field

Introduction

QMetry allows users to add Custom Fields or User Defined Fields (UDFs) in addition to the built-in fields, for different Test Assets. UDFs are editable fields that the admin user can add/remove as per requirement. Custom Fields can be defined for test cases, test cycles, test plans, and test execution.

Need: QMetry provides most of the standard fields defined in the Testing process; however, sometimes, the QA manager wants to add custom fields to track the details at a granular level. QMetry allows QA Managers to create custom fields for Test assets to customize the entities according to their set Testing Process.

Custom Field types supported:

Admin can add the following types of UDFs in QMetry:

  • Single Line Textbox

  • Multi-Line Textbox (Custom fields with type Multi-Line Textbox supports rich text editing effective QTM4J v4.4.0.2.)

  • Radio Buttons

  • Check-boxes

  • Single Drop-down

  • Multi Drop-down

  • Date Picker

  • Date Time Picker

  • Number Field

  • User Picker (single user)

  • User Picker (multi-users)

  • Labels

  • Cascade Drop-down

Note: While creating custom fields, we need to choose the type of custom field relevant to the requirement as it can't be edited afterward.

Note: Users can not define a default value for Test Execution custom fields.

Required Permission: Users should have the Configuration Modify permission to change the Sort By preference of list values.

Perform the following steps to sort custom fields:

  • Hover over the custom field and click the Sort option.

Note: Values marked as “Default” can not be archived.

Operation

Impact on/behavior of Archived Values

Import Test Case

Archived values can not be imported during the test case import operation. It applies to manual import and import via Open API or Automation API.

Export Test Case

Archived values get exported during the test case export operation.

Copy List Values

The archived list values do not get copied while copying the list values using the Copy button in the project Configuration section.

Filter records on list values

Filters can be applied to the archived values. The archived values are displayed under the Archived section on the filter list.

Entity versioned/updated

The archived list values get copied or preserved as it is.

Clone in the same project

The operation applies to the Test Case and Test Cycle modules. The archived list values get copied.

Clone test cycle to other projects

The operation is applicable to the Test Cycle module. The archived values are copied with the “Active” status in other projects.

Export to another project

The archived list value gets copied with the “Active” status in other projects.

Cloning or Start New Execution with custom fields

The archived list values get copied.

Steps

1. Hover over the value you want to archive and click on the Archive icon.

Notes:

  • The values marked as “Default” can not be deleted.

  • Deleting custom field values is possible. But a deleted custom field will lose all its linkages with test assets it was previously linked with. The test asset's custom field value will appear blank once the custom field gets deleted and linkages can't be recovered.

Steps

1. To delete a custom filed value, hover over the archived value and click on the Delete icon.

See Also,

Copy Custom Fields

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