# Create and Manage Custom Fields

## Prerequisites:

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:

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 Project Settings

1. Open the project of your choice by clicking on the arrow button on the project module.
2. **Navigating to Project Settings:** 
   1. You can access **Project Settings** in two way

      1. Click on the **settings icon** next to the project name in the project list.

      <figure><img src="/files/aUcJJAN8jqXiBrf8MQ2q" alt=""><figcaption></figcaption></figure>

      ii.   Click on **"View Details"** for the project, then select the **settings icon** from there.

      <figure><img src="/files/OfnSr8zipBMlZy1KTcvM" alt=""><figcaption></figcaption></figure>

      <figure><img src="/files/4Slsm3OFGZQYPf6ucNmm" alt=""><figcaption></figcaption></figure>
   2. And click on **Configure Layout and Custom Fields**.

<figure><img src="/files/iOzUGOtJzj1T4MaRuMWM" alt=""><figcaption></figcaption></figure>

3. **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.

<figure><img src="/files/hKRAiEdCVmpYXcayuT0Z" alt=""><figcaption></figcaption></figure>

* Fill in mandatory details such as "Field Name" and "Enter Character Limit."

4. 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.
5. **Saving the Custom Fields:** After configuring, click the "Save" button.
6. **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.

<figure><img src="/files/q77oQsWoD4Eg3InzAFOa" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.simplifyqa.ai/admin-controls-and-configurations/manage-projects-and-users/project-settings/create-and-manage-custom-fields.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.