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Below are the steps to create a custom field:
Go to Configuration > Custom Fields.
Select the section Test Case/Test Cycle/Test Plan to which you want to add a custom field.
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Enter the Name and Description for the field.
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.
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
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Click on the Add button for the Value section and then click Add for the custom field.
Note: While creating custom fields, we need to choose Type of custom field relevant to requirement as it can't be edited afterwards. |
Admin can add the following types of UDFs in QMetry:
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Users with 'Configuration modify' access to the project can edit a custom field that is already created. Below are the steps to delete a custom field:
Click on the custom field name, and a text box appears to enter the new custom field name as shown in the below screenshot
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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Below are the steps to delete the custom field:
Go to QMetry menu > Configuration > Select your Project.
Under Project Configuration select Custom Fields. The custom field's list is displayed on the screen.
Hover over the custom field that you want to delete and click on the Delete icon.
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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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Below are the steps to search a custom field:
Navigate to QMetry > Configuration menu > Select Project.
Click on Custom Fields under Project Configuration.
Click on the search icon to see the text box. Type the keyword in the text box and press ENTER on the keyboard.
Note: You can't create a duplicate custom field, so this search functionality will help you avoid duplication.
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