Configure Page Layout
In SimplifyQA, configuring page layouts and custom fields allows you to tailor the platform to match your team’s workflows, data capture needs, and process requirements. These configurations help ensure that only the most relevant information is collected at each stage, making work cleaner, faster, and more standardized. Layouts and fields can be applied either globally across all projects (via the Admin panel) or specifically to individual projects (via Project Settings), giving you the flexibility to maintain both consistency and customization where needed.
Prerequisites:
You must have an active SimplifyQA account with admin permissions to create projects and its settings.
Once you are ready with the pre-requisites, follow the below steps to create and manage custom fields and change layout.
SimplifyQA allows you to configure layouts and custom fields in two distinct ways:
Through Project Settings: Changes made here apply to specific projects only.
Through the Admin Navigation Panel: Changes made here apply to all projects across the customer account.
Configure Fields and Layouts through the Admin Navigation Panel
Changes made via the admin navigation panel apply globally to all projects in the customer account. You can customise the following modules for the user: Linkages, Feature, Release, Epic, and Sprint.
Navigate to Layout and Custom Fields by hovering over the left navigation panel > Layout and Custom Fields.
Adding a Custom Field
Select the module you want to configure.
Choose the field type from the options on the right. Types of custom fields include:
Text: A basic single-line text input for short strings—like names, titles, or brief notes.
Rich Text Box: A multi-line input that supports formatting (bold, italics, bullets, links, etc.). Ideal for detailed descriptions or formatted content.
Number: Accepts only numeric values. Useful for quantities, priorities, scores, or any field requiring calculation.
Dropdown: A single-select menu of predefined options. Keeps data consistent by limiting input to set values.
Dependent Dropdown: A dynamic dropdown whose available options change based on what’s selected in another dropdown. Great for hierarchical data like Country → State or Category → Subcategory.
Checkbox: Allows multiple selections from a list of predefined choices. Use when more than one option might apply.
Radio: Similar to dropdown but displayed as a list of radio buttons. Users can select only one option—faster for quick decisions.
Date: Captures a calendar date without a time component. Ideal for deadlines, start/end dates, or any schedule-based data.
Date Time: Includes both date and time selection. Useful for scheduling events, test runs, or time-stamped activities.
Clone: Creates a repeatable section of fields. Useful when the same set of data needs to be captured multiple times—like steps in a test case or multiple approvers
Drag the field to the desired area within the module.
Fill in mandatory details such as "Field Name" and "Enter Character Limit."
Configure the field as mandatory or read-only if required.
Editing, Renaming, or Moving Existing Fields
To edit an existing field, hover over it, and click the edit icon. You can rename the field here.
To reposition a field, click on the six dots next to it and drag it to the desired location.
Saving the Custom Fields: After configuring, click the "Save" button.
Viewing the Custom Fields in Action
Switch to user access and navigate to the relevant module (e.g., Epic).
Open the module creation screen to view default and custom fields.
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