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Custom Fields

Owned by Mrunalini Potnis
Last updated: Jan 20, 2024
6 min read

Introduction

QMetry allows users to add Custom Fields or User Defined Fields (UDFs)  in addition to the built-in fields, for different Test Assets. UDF's are editable fields that the admin user can add/remove as per requirement. Custom Fields can be defined for Test Case, Test Cycle, Test Plan and Test Execution. 

Need: QMetry provides most of the standard fields define in the Testing process; however, sometimes, the QA manager wants to add custom fields to track the details at a granular level. QMetry allows QA Managers to create custom fields for Test assets to customize the entities according to their set Testing Process.

Custom Field types supported:

Admin can add the following types of UDF's in QMetry:

  • Single Line Textbox 

  • Multi-Line Textbox 

  • Radio Buttons

  • Check-boxes

  • Single Drop-down  

  • Multi Drop-down    

  • Date Picker 

  • Date Time Picker  

  • Number Field 

  • User Picker (single user)

  • User Picker (multi-users)

  • Labels

  • Cascade Drop-down (Level1>Level2>Level3: The value selected at Level1 affects the values that populate at Level2 e.g. Categories > Products > Version)

Permissions Required:

Jira Permissions: Browse Project permissions are required.

QMetry Permissions :

  • If Enabled then the below permissions are required.

    • Configuration View

    • Configuration Modify

Creating a Custom Field

Below are the steps to create a custom field:

  1. Go to Configuration > Custom Fields.

  2. Select the section Test Case/Test Cycle/Test Plan to which you want to add a custom field.

  3. Enter the Name and Description for the field.  

  4. 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. 

  5. 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.

  6. 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:

  • Single Line Textbox: A basic single-line text box that allows simple text input.

  • Multi-Line Textbox: A basic multiple lines text box that allows simple text input.

  • Radio Buttons: This allows only one condition to be applicable at a time for a custom field value.

  • Checkboxes: This allows one to multiple conditions to be applicable at a time for a custom field value.

  • Single Dropdown: User can enter options to display for drop-down as well as select a single value from the drop-down at a time in test assets.

  • Multi Dropdown:   User can enter options to display for drop-down as well as select multiple values from the drop-down at a time in test assets.

  • Date Picker: This type provides functionality to add dates from the calendar.

  • Date Time Picker: This type provides functionality to add dates from the calendar as well as time (with 30 mins slots)

  • Number Field: This type provides functionality to add only numeric values for a custom field. 

  • User Picker (single user): Single user picker allows to select a single user for the custom field.

  • User Picker (multi-users): The mutli-user picker allows to select multiple users for the custom field.

Now, considering the use case, we will add custom field values and set one of them as default. Below are the details for both 'Custom Field Value' and 'Default' data sets: 

  • Custom Field Value: Enter values for the custom field. These values will be populated on the field in the respective section for test authoring.

  • Default Value/Field Default: Preserving a default value for a custom field is very helpful when the user is adding records with similar values for a particular field or when the value needs to remain consistent for all the entities. The custom field value will auto-populate for the field while test authoring. 

    • Note: Users can not define a default value for Test Execution custom fields.

  • Below screenshot shows how to add a custom field along with custom field values:

 

Custom Fields in Test Assets

The custom fields will appear under the Custom Field section in the test assets as shown below.

Example of User Picker (multi-user)

  • User Picker (multi-users): Mutli-user picker allows to select multiple users for the custom field.

User Picker (multi user) custom field in Test Assets:

The custom fields will appear under the Custom Field section in the test assets as shown below. In this user picker, you can select more than one user.

Editing a Custom Field

 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:

  1. Click on the custom field name, and a text box appears to enter the new custom field name as shown in the below screenshot

  2. After typing the new name, click on the tick mark symbol. Also, the editing description field can be done on similar lines.

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

Users can copy Custom Fields from one project to another project. The functionality allows users to use similar items in different QMetry projects without having to add these items individually. Custom Fields that are marked as “Required” in the current project will be copied as “Required” to other projects as well.

Users can save their time as they do not have to create redundant/duplicate items for different QMetry projects.

1. Select the items that you want to copy to other QMetry Projects and click Copy at the top right corner.

2. Now select the project wherein you want to copy the selected items. You can select multiple QMetry Projects (maximum 5 projects) at a time to copy the item.

Duplicate entities will be ignored while copying.

Deleting a Custom Field

Users with  Configuration “Modify” access to the project can delete a custom field that is now not in use. 

Below are the steps to delete the custom field:

  1. Go to QMetry menu > Configuration > Select your Project. 

  2. Under Project Configuration select Custom Fields. The custom field's list is displayed on the screen.

  3. Hover over the custom field that you want to delete and click on the Delete icon.

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.

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:

After deletion, the custom field gets removed from the test assets.

Searching a Custom Field

Below are the steps to search a custom field:

  1. Navigate to QMetry > Configuration menu > Select Project.

  2. Click on Custom Fields under Project Configuration.

  3. 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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