Introduction

You can copy custom fields of the Test Case, Test Cycle, Test Plan, and Test Execution modules to other modules of the current project and required modules of other projects.

→ Required Permission:

For copying fields to the current project: Configuration “View” and “Modify” permissions for the current project.
For copying fields to other projects: Configuration “View” and “Modify” permissions for the source and destination projects.

Copy Custom Fields to Current Projects

You can copy custom fields of one module to other modules within the same project. When custom fields with extensive list values exist in a project and are used in multiple modules, the copy feature helps users copy the custom fields with their values from one module to another within the same project. It simplifies the process of creating and configuring custom fields, saving time and effort when consistent fields are needed across multiple modules.

The settings related to mandatory fields and Default Custom Field Values also get copied from the source project to the destination project.

Steps

1. Go to Configuration > Custom Fields.

2. Select the module section from the Test Case, Test Cycle, Test Plan, and Test Execution sections from which you want to copy the custom fields.

3. Select the custom fields that you want to copy to other modules of the current project.

4. Click on the Copy button at the top.

The Copy Custom Fields pop-up opens.

You can copy the selected custom fields to Current Project or Other Project(s).

5. Select the Current Project option.

6. Select Target Modules: The section displays modules other than the module, from which you selected the custom fields to copy. Select the target module where you want to copy the selected custom fields.

7. Click on the Copy button.

The success message shows up.

You can see the selected custom fields are copied to the selected modules of the current project.

Copy Custom Fields to Other Projects

Users can copy Custom Fields from one project to another project. The functionality allows users to use similar custom fields in different QMetry projects without having to add these custom fields individually.

Users can save their time as they do not have to create redundant or duplicate custom fields for different QMetry projects.

The settings related to mandatory fields and Default Custom Field Values also get copied from the source project to the destination project.

Steps

1. On the Custom Fields screen, select the module section from the Test Case, Test Cycle, Test Plan, and Test Execution sections from which you want to copy the custom fields.

2. Select the custom fields that you want to copy to other projects.

3. Click on the Copy button at the top.

The Copy Custom Fields pop-up opens.

You can copy the selected custom fields to Current Project or Other Project(s).

4. Select the Other Project(s) option.

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

6. Target modules: Select the modules of the other projects in which you want to copy the selected custom fields of the current project.

7. Click on the Copy button.

The success message shows up.

Note: Duplicate entities will be ignored while copying. If the selected fields already exist in the destination project, they will not get copied.

You can see the selected custom fields are copied to the selected modules of the other selected projects.

Audit Logs

Source Project

The Copy Custom Fields activities are captured in the Audit Log of the source project as shown below.

Destination Project

The Copy Custom Fields activities are captured in the Audit Log of the destination project as shown below.

View Progress

You can verify the process of copying custom fields from one project to the same project or another project in the Notification section.

To view the progress of the Copy operation, click on the bell icon for View Background Processes.

→ Completed: If the custom fields are copied successfully, the Notification section will show the “Completed” status for the operation.

→ Completed with Errors: If the custom fields are copied partially, the Notification section will show the “Completed” status with an error message. To view the error message, click on the error icon.

The pop-up shows further details related to the error.