How to re-use custom fields and platform attributes across projects?

User-defined fields are the additional and customizable fields to keep track of custom-specific information for different Test assets. QMetry allows users to create user-defined fields (UDFs) for Requirements, Test cases, Test suites, and Issue modules. The custom fields can be re-used across the projects from the Add and Edit screen of the Manage fields. Project Mapping is required to make custom fields available in the project.

Project Admin can add the following field types of UDFs and Platform attributes in QMetry:

• String
• Large Text
• Lookup List
• Multi Lookup List
• Number
• Date Time Picker

Re-use custom fields across the Projects:

Users can share the user-defined fields by following the steps below:

1. Go to QMetry → Customization → Manage Fields. 
2. Click on the 'New +' or 'Edit' button from the 'Action' column to create or edit the custom field.
3. Under the 'Project Mapping', select the Project(s) and Module(s) with which you want to share the custom field and click on the 'Add project' button.
4. Project(s) and Module(s) are added to the grid, which shows the projects and modules in which the UDF will be available to use.
   
   • Mandatory: Enable the flag to make the UDF mandatory to fill for the respective module.

In case of Lookup List / MultiLookup List, the list values can be maintained individually for different projects. Also, list values can be copied/imported across the projects.

You can also edit the List and set the default value for the list for the project.

Re-use platform attributes across Projects: 

Platform attributes are the custom values that can be used to help track and identify testing results and pass-fail trends. An attribute can be added and then re-used by linking to any platform. Platforms can have multiple attributes that define the features and configurations of a platform.

Platform Attributes can be used across projects. A Platform Attribute created in one project can be used in other projects as well. Platform Attributes can help users:

1. Record specific configuration information for different platforms that might be common across platforms.
2. Record specific configuration information that might vary during testing.
3. Improve reporting by filtering test results by platform and/or attribute.

Platforms can be shared across projects from the Create and Edit screen of the platform attribute. Project Mapping with the Platform Attribute is required to make the attribute available in the project.

Users can share the platform attribute by below the steps:

1. Go to QMetry → Projects → Platform & Attributes. 
2. Click on the 'New +' or 'Edit' button from the 'Action' column to create or edit the Platform Attributes.
3. Under the 'Project Mapping', select the Project(s) with which you want to share the Platform Attributes and click on 'Add project' button.
4. Project(s) are added to the grid, which shows the projects in which the Platform attribute will be available to use.
   
   • Mandatory: Enable the flag to make the platform attribute mandatory to fill.

Once the platform attribute is created then it can be linked to multiple platforms using the manage attributes option from the platform screen.