There are two expandable sections on the screen:
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 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 onwards Admin can make System Defined Fields and User Defined Fields mandatory/optional to fill by users.
Admin can add the following types of UDFs in QMetry:
Users can add new UDFs. To view default fields of the project, expand the System Defined Fields section.
Go to Customization > Manage Fields on the sidebar.
On the next screen, you can view UDFs created across projects.
Columns on Grid Pane
For the selected Project on the drop-down the grid displays the following information of UDFs.
Before adding a User Define Field, it is recommended that you verify all the existing UDFs of all the projects so that you can avoid creating redundant UDFs.
To add a new UDF, click on the New button on the header.
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.
Note: Field Name has limit of 40 characters and Field Label has limit of 100 characters.
Enter the following details.
Use Case: QA Manager is creating test cases with a UDF "Reviewer" and 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.
Users can opt to keep UDFs with Lookup List and Multi Lookup List types (e.g. Test Case Type field) blank i.e. without default values. Remove any selection of values for new and existing UDFs.
Project Mapping
Refer to Share a User Defined Field across Projects on this page.
Click Save to save the User Define Field.
Users can edit an existing UDF by clicking on the Edit button under the Actions column.
Note: You can not edit a system defined field. It does not have the Edit button with it.
A User Defined Field can be shared across project from Add and Edit screen of Manage Fields. Project Mapping with the UDF is required to make the UDF available in the project. The current project should also be mapped with the UDF to make it available in the current project. Users can only map those projects on which they have access over.
Go to the Customization > Manage Fields. The Manage Fields screen opens.
Open either Add or Edit screen of the field.
Select the Project(s) with which you want to share the user defined field and click on the Add Project button. Project(s) is added in the grid, which shows the projects in which the UDF will be available to use.
Select Module: Associate modules with the UDF. You can select multiple modules from the drop down.
In case of Lookup List / MultiLookup List, the List values can be maintained individually for different projects.
You can Edit the List and also set the default value for the list for the project.
QMetry version 8.5.3 on wards Admin can make system fields and user defined fields mandatory/optional to fill by users. Fields which are inevitable e.g. Summary, cannot be turned optional.
Use Case: The test case description holds very high importance in an organization, hence, Admin wants to make the Description field mandatory for Test Case module.
A. To make a system field mandatory to fill, turn the "Mandatory" flag On for the field.
B. Fields with grey background are not editable.
It hides the Testing Type field wherever it is displayed throughout the application. If the field has been part of saved filters, then the filters will be cleared.
Note: This settings will not impact Dashboard and Reports. The Testing Type field will still be visible even though the Show Testing Type field is Off.
You can set default value for the field so that the field appears auto-populated with the default value whenever a new record is being added in the relevant project/module.
Go to the Customization > Manage Fields. The Manage Fields screen opens.
Open either Add or Edit screen of the field.
Once you select the project and module to add the field to.
Only user defined fields can be deleted. System define fields can not be deleted.
Before deleting a field, remove its association with all the projects that is sharing it.
Once you delete a UDF, the data of UDF will be lost permanently. It is not recoverable. |
Note: Once the field is unassociated, all the values of the field in the test assets would be deleted for that project and it is not recoverable.
Repeat the steps for all other projects to which the field is linked.
You can now delete the field by clicking on the Delete button under the Actions column.
If the field has values that is already assigned to test assets, then a confirmation message pops up accordingly. You need to remove it from all assigned projects.
Note:
Note: You can modify the above settings only if the Customization package is enabled on your QMetry instance.