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  1. Go to Configuration > Custom Fields.

  2. Select the section Test Case/Test Cycle/Test Plan to which you want to add a custom field.

  3. Enter Name and Description for the field.  

  4. Select the Type of the field. This is the custom field's Data Type. The types listed on the drop-down are supported by QMetry. Select the relevant type for the custom field. 

  5. Required: Select the check box to mark the field as mandatory for the test asset. It helps users manage a large number of test assets that require a mandatory custom field(s) to be part of every test asset.

    • Note: Users can not mark Test Execution custom fields as mandatory fields.

  6. Click on Add for Value section and then click Add for the custom field.

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

Admin can add the following types of custom fields/UDFs in QMetry Test Management for Jira:

  • Single Line Textbox: A basic single-line text box that allows simple text input.

  • Multi-Line Textbox: A basic multiple lines text box that allows simple text input.

  • Radio Buttons: This allows only one condition to be applicable at a time for a custom field value.

  • Checkboxes: This allows one to multiple conditions to be applicable at a time for a custom field value.

  • Single Dropdown: User can enter options to display for drop-down as well as select a single value from the drop-down at a time in test assets.

  • Multi Dropdown:   User can enter options to display for drop-down as well as select multiple values from the drop-down at a time in test assets.

  • Date Picker: This type provides functionality to add dates from the calendar.

  • Date Time Picker: This type provides functionality to add date from the calendar as well as time (with 30 mins slots)

  • Number Field: This type provides functionality to add only numeric values for a custom field. 

  • User Picker (single user): Single user picker allows to select a single user for the custom field.

  • User Picker (multi-users): The mutli-user picker allows you to select multiple users for the custom field.

  • Cascade Drop-down: This type creates values in the hierarchy of Level1> Level2. The value selected at Level1 (Parent Options) affects the values that populate at Level2 (Child Options) e.g. Products > Types of selected Product.

On Configuration screen

On test assets screen

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  • Labels: This type creates a field of type Label. The values of which you can create from assets.

On Configuration screen

On test assets screen

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Below are the details for both 'Custom Field Value' and 'Default' data sets.

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  1. Click on the custom field name, and a text box appears to enter the new custom field name as shown in the below screenshot

  2. After typing the new name, click on the tick mark symbol. Also, the editing description field can be done on similar lines.

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Note: Once the custom field's value is selected as default, the changes will reflect on newly created Test assets. 

Copy Custom Fields to Other QMetry Projects

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In the same way you can delete custom field values. Hover over the value that you want to delete and click on the Delete icon.

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Note: Deleting custom field value is possible. But a deleted custom field will lose all it's linkages with test assets it was previously linked with.

The Test asset's custom field value will appear blank once custom field gets deleted and linkages can't be recovered.

Deleting custom fields that are linked to any Test Asset will give the below warning message:

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