Note: The Layout Management feature is only available if you have purchased the Customization Package of QMetry.
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The left panel on the Layout Management screen contains drop-down lists for Module and relevant Pages. On the selection of Module and Page, the default layout is rendered at right.
Modules | Available Page Layout |
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Requirement | Add, Detail, Bulk, Save as New Version |
Test Case | Add, Detail, Bulk, Save as New Version |
Test Suite | Add, Detail, Bulk |
Issue | Add, Detail, Bulk |
Updating a Page Layout
You can make changes to the default page layout to suit your organization’s needs.
Steps
Select the module on the Module drop-down.
Select the Page for which you want to update the default page layout.
Click Apply.
The default layout of the page opens at the right.
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Spacer: Click the option to drop the spacer field in the hidden fields section. Drag and drop it to the field’s desired location.
Merger: Click the option to drop the merge field in the hidden fields section. Drag and drop it to the field’s desired location.
Add Section: Click to add a new section with either the "Collapsed" state or "Expanded" state on the page.
Manage Fields: The option allows the user to create and manage Manage Fields.
Collapse All/Expand All: The icons are provided to keep all the sections on the screen either collapsed or expanded.
Restore Layout: There are two options on this toolbar button:
Load to previously saved state: It will Load the layout to the state in which it was last saved.
Load to system default: It will Load layout fields out of the box default settings.
Copy Page: It allows to copy fields from another view to the current view. For example, by keeping the Add view open you can copy fields from Bulk view.
Buttons at the bottom of the page layout screen:
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2. Drag the Spacer to the desired location where you want to insert space on the page.
The Spacer is placed on the layout.
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2. Drag and drop it to the field’s desired position.
The merger is placed on the layout.
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Click on the Add Section toolbar options to add a new section on the selected page.
The Section Header Details pop-up opens.
Title: Enter Title of the section. Each custom section should have a unique title. Custom sections with duplicate names are not allowed.
Description: Enter Description for the section.
Default State: Select from Collapsed and Expanded.
Note: Changing the Default State to Expanded might slow down the performance.
Hide Section: If you do not want to display the custom section on the module page, then select the Hide Section check box. The section will remain hidden with fields under it. Users can not hide System sections.
Default Section: If you want to make the section as the default section on the module page, then select the Default Section check box. When a new user defined field is created, it gets added to this Default Section of the module.
Notes:
Sections containing required fields and QMetry default sections (which are marked as “Default Section”) can not be hidden.
User-defined fields will be displayed in the default section, and each layout page can have only one default section.
Click Save to save the section header details.
The newly created section is added at the bottom of the screen.
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You can arrange the section through the drag and drop operation on the page. Keep the sections collapsed while shuffling the sections.
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Arranging Fields in a Section
Users can arrange custom fields and system fields of Requirement, Test Case, Test Suite and Issue modules in their different sections. For example, mandatory fields can be at the top, custom fields can be at the bottom of the section.
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Editing a Section
You can edit each section by clicking the Edit icon for that section.
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System sections | Custom sections |
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You can change the Description and Default State of system sections. You can not change the Title of system sections and hide system sections. | You can change the Title, Description, and Default State of custom sections. You can opt to hide custom sections on the page. |
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Hide Fields/Removing Component
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When clicked, the swap button will move the field from the layout to Hidden Fields at the left and insert the spacer in that place. The field below the removed field remains at its place.
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Arrange/Move Fields across Sections
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B. Right-click on the field. It shows options as per the available sections on the page. Select the section in which you want to move the field.
Copy Page
Copy from functionality provides users with the flexibility to copy layout across pages in the same module. Custom sections and arrangement of sections get copied to the destination page.
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To sync the current layout with any changes done in the Manage Fields section, click the Refresh Layout icon placed at the top right corner.
Note: Before clicking Refresh, make sure you save all the changes you have done in the layout. All unsaved changes will be lost on page refresh.
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