Create and Manage Custom Fields
Last updated
Last updated
You must have an active SimplifyQA account with admin permissions to create projects.
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.
Open the project of your choice by clicking on the arrow button on the project module.
Navigating to Project Settings:
You can access Project Settings in two way
Click on the settings icon next to the project name in the project list.
ii. Click on "View Details" for the project, then select the settings icon from there.
And click on Configure Layout and Custom Fields.
Adding a Custom Field:
Select the module you want to configure.
Choose the type of field you want to add from the options displayed on the right. You can add any kind of field here, such as text or rich text fields, a dropdown, radio button, checkbox, date, time, etc.
Drag the selected field into the desired area.
Fill in mandatory details such as "Field Name" and "Enter Character Limit."
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., User Story).
Open the user story creation screen to view default and custom fields.
Custom fields are not just limited to the form; they can also be utilized in various places, such as in tables, advanced search, and the suite tree to filter trees effectively.
