Configure Page Layout

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:

1. Through Project Settings: Changes made here apply to specific projects only.

2. 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.

1. Navigate to Layout and Custom Fields by hovering over the left navigation panel > Layout and Custom Fields.

1. Adding a Custom Field

   • Select the module you want to configure.

   • Choose the field type from the options on the right. You can add any kind of field here, such as small text or large text fields, a dropdown, radio button, checkbox, date, time, etc.

   • 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.

2. 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.

1. Saving the Custom Fields: After configuring, click the "Save" button.

2. 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.