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Field Settings

Overview

Each project in qTest Manager has its own set of fields and field settings.

There are three different categories of fields:

  • A System Field is a default field created by qTest Manager.  
  • A Custom Field is a field created by the user for a given project.   
  • An Inherited Field is a field passed down from another artifact.

The Field Settings function can be used to modify existing System Fields, create Custom Fields and edit the field display order.

Manage Field Settings

To manage field settings, follow these steps:
Note: To manage field settings, you must have Project Administration permissions.

  1. Select your Project.
  2. Select the Gear icon and select Field Settings in the drop-down menu. The "Release" page displays.                                                                                                          
  3. In the screenshot shown below, the five fields for the Release object are System Fields. 



In the following example, when we select the Test Run artifact from the left panel, the Environment field is inherited:

The Environment Field is passed down from the Test Suite to the Test Run. Therefore, when you add a Test Run to a Test Suite, the Test Run will inherit the Environment value from the Test Suite. "Environment" is a special System Field that automatically updates in Test Runs and Defects as an inherited field when you add/edit its values in the Test Suite. 

Modifying a System Field

System Fields are provided by default to help users define basic information for creating qTest Manager objects. Accordingly, users cannot delete System Fields. However, all System Field Display Names are editable.  qTest Manager allows a maximum of 100 characters

To modify an existing System Field, perform the following steps:

  1. Select the applicable artifact in the left navigation panel. Each artifact (e.g., Release, Test Case, Test Run, etc.) has its own set of fields. In this example, we will select the Test Run artifact.
  2. Select the System Field that you want to modify by selecting the field in the "Display Name" column.
  3. The "Edit System Field" page displays. In the "Display Name" field, change the field’s display name.
  4. To add Values, select Add Value. Enter the New Value name in the Display Name column.
  5. Select a color to associate with your value.
    H
    INT:  You can also change the color associated with an existing value by selecting the "Color" field for the value and selecting a different color.
  6. If you want to hide a value for this field, you can make the value inactive by de-selecting the checkbox in the field for that value.
  7. Select OK.  

NOTES:

  • Rich Text Editor, Text area, or Text box: Display Name and define Default Value are editable.
  • Combo box: Display Name and Values are editable. 
    • You can customize all Status fields of Requirements, Test Cases, Test Runs, and Defects.
      • You can map colors to Statuses of Test Runs and Defects in their Field Settings.
    • Some combo-box System Fields will automatically populate values, and you can ONLY set their Default Values, including Affected Release/BuildFixed Release/Build, Module, and Target Release/Build in Defects.
    • For Target Release/Build in Test Suite, you can only change Display Name.
  • User-list, Auto-filled, and Date Picker: Only the Display Name is editable.  For the field "Target Date" of Defect, you can set Current Date or a Default Value for Target Date

Hiding Fields from the Display

Some fields, such as the Configuration field, can be hidden from the display.  Some fields, such as the Status field, are required fields and cannot be hidden. To hide a field for a given artifact, you can make the field inactive by de-selecting the check box in the Active field for that field.  

Re-ordering a Field Display

To reorder the field display, perform the following steps:

  1. Select the applicable artifact in the left navigation panel. In this example, the Test Suite artifact is selected.
  2. The "Test Suite" page displays. 
  3. In the Action column (wrench icon), you can select between either a down or up arrow. To move a field down, select the down arrow. To move a field up, select the up arrow.


  4. Select the Preview icon to review your work. " Preview Test Suite fields" page is displayed.
  5. Select Back. The "Test Suite" page displays. Select Save.

Add Custom Fields

  1. Select an artifact from the left navigation panel. In this example, we will select the Defect artifact. The "Defect" page is displayed.
  2. Select the + Add Custom Field icon. The "Add Custom Field" dialog displays. 
  3. Enter your Display Name and choose a Field Type.


  4. Select OK. The "Edit Custom Field" dialog displays.
  5. Select the "Required" checkbox to make the field required. In this example, a tester must fill in this custom field to save the defect.  

  6. For certain field types, such as Combo box, Multi selection combo box, and Checklist, you can define the values for the field. To do so, follow these steps:

    • Select Add Value.  In the Display Name field, add a value associated with this field.  Repeat this step as needed to add all the values associated with the field.

      Optionally, select the Default Value radio button to set a default value. In the example shown in the following screenshot, when a tester creates a new defect, this required field will auto-populate with ‘Microwave’ as the value.


       
  7. Select OK to save your changes.

Description of each field type:

Field Type Description  
Rich text editor     Multiple lines text input area integrated with an editing toolbar, maximum input characters allowed
Text box Single line text input area without editing toolbar, maximum input characters allowed = 300.  
Text area Multiple lines text input area without editing toolbar, maximum input characters allowed = 500
Combo box Drop-down lists combined with a single-line editable textbox, allowing users to enter text to search.
User list   Control that gets all active users directly from database and display on the screen for selection. Only one user can be selected at a time.
Auto-filled Label-style fields that automatically display some information such as usernames, date and time, etc.
Date picker Control that allows users to select a specific date

 

Editing Inherited Custom Fields


All Custom Fields you create in the Test Suite will be automatically added in the Test Run's Field Settings as Inherited Fields.  The total number of Custom Fields in Test Run must include Inherited Custom Fields from the Test Suite and custom fields from the Test Run itself.

HINTS:

  • You can only reorder Inherited Custom Fields' display in Test Run's Field Settings using Move Up and Down arrows.
  • You cannot edit Inherited Custom Fields in Test Runs, but you have to edit the Source Fields in the test suite's field settings.  Then, they will be automatically updated in Test Run's Fields
  • To remove Inherited Custom Fields of Test Runs, you have to delete the Source Fields in Test Suite.
  • Currently, there is no option to hide Inherited Custom Fields from Test Suite in Test Run.

Inherited_Custom_Fields.png

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