Introduction

QMetry allows users to add custom lists to record custom information for different asset types. Based on your requirement you can add/remove list values displayed for different fields of different modules in QMetry. Lists & Drop-downs are considered as a repository for all the lists which are going to be used in different modules of QMetry Test Management like Requirement, Test Case, Test Suite, and Issue. The Lists are used when user defined fields are added with either type "Lookup List" or type "Multi Select Lookup List".

System Defined Lists: These custom lists are general lists in QMetry Test Management modules e.g., Component, State, Priority.
User Defined Lists: If the Admin wants to have list which is not present in the default lists, then they can create a new list and add values into that.

The Lists screen displays System Defined Custom Lists as well as User Defined Custom Lists. User Defined Custom list can be identified by having the Delete icon with the Edit icon. You cannot delete System Defined Lists. You can just edit the List Name of System Defined Lists.

Custom Lists Screen

The screen displays the following columns on it:

List Name
List Values: It displays number of items related to current project only. For example, Project A has 3 values and Project B has 5 values in the same custom list ABC. You are currently working in Project B. Hence, the Count for List Values will be 5.
Actions: The column has the Edit button under it to edit the list values.

This new custom list has to be linked with UDFs and that UDFs can be shared with different modules like Requirement, Test Case, Test Suite, and Issue.

Adding a New List

Click on the New button on the header.

The screen opens to create a new List.

Enter Field Name in the field.

Adding a List Value

The Admin can add new values to a list in User Defined List as well as in System Defined Custom List.

A. Click on the Add New Value button on the screen to add new list values.

B. A blank inline appears with Name, Alias and Value fields on it.

Name: It should be unique for each list value.
Alias: Alias is the value that appear on the list. List value name validation is case-insensitive. For example, if "None" is already present in the list value, the user can not add "none" as other value.

Use Case 1. Customers want to customize the UI using an alias that suits the environment in their organization.

Use Case 2. An organization have users distributed geographically and they want to localize values of Custom Lists they use. For the reason, the organization makes use of the Alias field to maintain the list values in local language.

Editing a List Value: You can edit Alias of a List Value by clicking on the cell of individual values.

Archiving and Deleting List Values

System defined list values of system lists can not be archived and deleted.

Users can archive and delete only custom list values which are added by users.

For example, the users can not archive the default values “Manual” and “Automated” of the testing Type list because it impacts other operations.

When you import test cases from Excel, these test cases are imported with Manual as Testing Type. If you archive/delete “Manual” and try to import test cases from Excel, then the import will fail.

QTM allows the sharing of custom fields with the type Lookup List or Multi-lookup List to multiple projects. Users can also utilize the same list values for other projects (all or some) in which the custom field is shared. It allows users to easily copy the list values from a source project to multiple destination projects, which eliminates the need for manual duplication and ensures consistency across projects sharing the same custom fields. Users can copy/import System List Values as well as Custom List Values.

The events of Copy and Import of List values are also logged in the Audit Log Report.

Use Case: The project admin wants to reuse the existing list values of one project in other multiple projects so that they do not have to manually add list values for the shared custom fields in each project and maintain them separately.

→ Required Permissions: For creating/modifying any list the user should have the following permissions:

Source Project

(in which the list values will be modified)

Users should have the Project “View” permission and Customization “View” permission.

Destination Project

(from where the values will be copied)

Users should have the Project “View” permission, Customization “View” and “Modify” permissions.

Import List Values

Steps to Import List Values from Other Projects

Note: Duplicate entities for name & alias will be ignored while Importing.

1. Go to Customization > Lists.

2. Click on the Edit button of the list name, the values of which you want to modify.

The Edit Lists screen opens.

3. Click on the Import button.

The Import from Other Project screen opens.

4. Open the drop-down to select a project from where you want to import the list values. You can view only those projects on the list to which you have access.

Once you select the project, the list values of that project are displayed on the screen.

5. Select the list values you want to copy to the destination project and click on the Close button.

Note: A maximum of 100 List values can be selected at a time.

You can view the progress in the Scheduled Task section.

The list values are imported to the destination project.

Copy List Values to Other Projects

Steps

1. Go to Customization > Lists.

2. Click on the Edit button of the list name, the values of which you want to copy.

3. Select the values and click on the Copy button.

Note: A maximum of 100 List values can be selected at a time.

The next screen opens to select the projects to which you want to copy the selected list values.

4. Select target projects on the drop-down list.

Note: Maximum 5 projects can be selected at a time.

5. Click on the Copy button.

The list values get copied to the destination project.

You can view the progress in the Scheduled Task section.

Editing a List

To edit a List, click on the Edit button under the Actions column. You can add List Values using the Edit option.

Deleting a List

You can only delete user defined custom lists. System defined custom lists can not be deleted.

To delete a Custom List, click the Delete button under the Actions column.

A. System Defined List

B. User Defined List

Note : You cannot modify the above settings if the Customization package is disabled on your QMetry instance.