Manage Fields

Introduction

The Manage Fields screen allows you to add or remove customizable fields across different assets. It includes two sections:

• User Defined Fields (UDFs): Custom fields that you can add to different modules as needed.

• System Defined Fields: Predefined fields that you can edit but cannot delete.

You can add UDFs of the following types:

• String

• Large Text

• Lookup List

• Multi-Select Lookup List

• Cascading List

• Number

• Date Picker

Creating New Fields

To create new custom defined fields, perform the following steps:

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1. Navigate to Customization and select Manage Fields.

2. Click New.

3. Select the Field Type and enter requested details.

   • Field Name: A unique ID that remains same across projects.

   • Field Label: A field alias that you can change for each project.

   • Lookup List: Enabled only when the Field Type is Lookup List, Multi-Select Lookup List or Cascading List. Select from existing lists or click Add List to create a new one.

   • Field Length: Enabled only when selected field type is "String". Specify a maximum number of characters (limit is 255 characters).

4. Select the Projects to add a new custom field.

5. Select the Modules to associate with the new custom field.

6. Click Add Project.

7. Set a Default Value for the UDF to auto-populate the field when a new entity is created in the associated modules.

8. Click Save.

The system adds the UDFs to the Default Section of the respective module layout, if Layout Management is enabled on the QMetry instance.

Editing Existing Fields

You can edit existing UDFs to change the field label, field length, and project mapping. The field type and field name remain non-editable.

To edit an existing UDF, perform the following steps:

1. Go to Manage Fields under Customization.

2. Click Edit under the Actions column.

3. Make necessary edits.

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Sharing Fields Across Projects or Modules

You can share UDFs across projects or modules from the Add or Edit screen in Manage Fields.

To share fields across projects or modules:

1. Go to the Customization and select Manage Fields.

2. Click New to create a UDF or Edit to update an existing one.

3. Select the projects where you want to use the UDF and click Add Project.

4. Choose the modules to map the UDF. You can select multiple modules from the dropdown.

5. Enable the Mandatory toggle to make the UDF required.

In case of Lookup List, MultiLookup List, or Cascading List, the system maintains the list values individually for each project. You can edit the List or set default values for the list for each project.

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Marking Fields as Mandatory

Admin can set important system and user defined fields as mandatory.

1. Go to Customization and select Manage Fields.

2. Expand the User Defined Fields or System Defined Fields.

3. Find the field to mark as mandatory and click Edit under the Actions column.

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4. Turn the Mandatory toggle On to mark the field as required.

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You can configure the mandatory setting separately for each module and project.

Show Testing Type Field

Use the toggle on the Manage Fields screen to show or hide the Testing Type field across the application. By default, the toggle is On, making the field visible in the Test Case grid and column list.

If the field is part of any saved filters, those filters will be cleared automatically when the toggle is changed. You can turn the toggle Off to hide the field from view.

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Defining Default Value for Particular Field

Set default values for fields to automatically populate the value when a new record is added in the relevant project or module. You can configure default values for both User Defined and System Defined Fields at the project level.

To set a default value, perform the following steps:

1. Go to Customization and select Manage Fields.

2. Expand System Defined Fields.

3. Select the Field Label and click Edit under Actions.

4. For LookUp, Multi LookUp, or Cascading List fields, select a value from the list. List values are maintained per project, so the default value for a single list may vary across projects. For other field types, enter the value in the input box.

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Copying List Values to Other Projects

You can copy the Field List Values from the current project to other projects. To do so, you must have the following permissions:

To copy list values from other projects:

1. Go to Customization and select Manage Fields.

2. Expand the System Defined Fields section.

3. Find the label you want to update and click Edit under Actions.

4. In the Project Mapping section, click Edit List.

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5. Select the list values to copy. You can select a maximum of 100 list values at a time.

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6. Click Copy and Select the destination projects where you want to copy the list values.

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To monitor the copy progress, go to Scheduled Tasks under Notifications.

Importing List Values from Other Projects

Import field list values from other projects to reuse existing data.

To create or modify any list, you must have the following permissions:

To import list values from other projects

1. Go to Customization and select Manage Fields.

2. Expand the System Defined Fields section.

3. In the Actions column, click Edit for the field you want to import list values into.

4. Click Edit List for the project in the Project Mapping section.

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5. Click Import.

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6. Open the drop-down and select the project from where you want to import the list values.

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7. Select the values you want to import and click on the Import button. You can select a maximum of 100 list values at a time.

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The values are imported into the current project.

Deleting Fields

Only user defined fields can be deleted. System define fields cannot be deleted.

Before deleting a field, remove its association with all the projects that are sharing it.

Removing Association of Fields

To remove an association of fields from the project, perform the following steps:

1. Set the current project to the QMetry project you want to remove the UDF association.

2. Go to the Customization and select Manage Fields.

3. Find the UDF in the list and click the Edit button for that field.

4. In the Project Mapping section, click the Delete icon under the Action column to remove the field’s association with the current project.

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.