QMetry allows users to add User Defined Fields (UDFs) to record custom information for different asset types. User Defined fields are additional and customizable fields which that the admin user can add/remove as per requirement. UDFs can be defined for Requirement, Test Case, Test Case Step, Test Suite, and Issue. If the user exports entities (requirements, test cases) using the Export option, then the values under these fields are also exported to the file with other fields.
QMetry version 8.5.3 on wards onwards Admin can make System Defined Fields and User Defined Fields mandatory/optional to fill by users.
- Field Type: Users can create different types of fieldfields: String, Large Text, Number, Lookup List, Multi Lookup List, Date Time Picker. Select the type of the field you are adding. The remaining fields become visible as soon as you select the Field Type. Let us add a UDF Field Type as "Lookuplist"
If the Layout Management feature is enabled on the QMetry instance, then the created user defined fields get added to the Default Section of the respective module layout.
Enter the following details.
- Select Field Type.
- Field Name: This field represents the unique ID for UDF. It remains the same in any Project. Blank space is not allowed in the name.
- Field Label: Enter the label that will be displayed on the screen. It is like a field alias and can be changed on a Project by Project basis.
- Lookup List: The field is enabled only if the Field Type is either “Lookup List” or “Multi-Select Lookup List”. The drop-down list displays all List Name(s) added to List. Select the List Name and the List Values will be populated for the List accordingly. Select the List on the drop-down for the UDF. If the list does not exist, then click on the Add List to add a new list. (Field Length: The field is enabled only if the Field Type is "String". Specify a maximum number of characters which user can enter for a specific field. In case of String type, the limit is 255 characters.)
- Select Project
- Select Module
- Click on the Add Project button.
- Default Value: Preserving a default value for a UDF is very helpful when the user is adding records with similar values for a particular field or when the value needs to be remained remain consistent for all the entities of that module. The UDF value will auto-populate for the field when a new entity is added in to the associated modules.
Use Case: QA Manager is creating test cases with a UDF "Reviewer" and need needs to keep QA Lead's name as default to appear for each test case. So the tester enters the QA Lead's name as a default value for the field.
- When the UDF is a type of Look-up list/Multi Select Look-up list, select the Default Value you want to maintain for that list.
- When the UDF is of type other than look-up list/multi select look-up list, enter the Field Default value you want to provide for that field.