Custom Fields Setting Guidance

Custom fields allow the team to add different types of fields according to project requirements, meeting the specific needs of your project. These fields can be used for test cases and test runs.

Create Custom Fields

When adding new custom fields, select the field type and assign it a name. Keep in mind that once added, a field's type cannot be changed. Currently the plugin supports the following field types:

• Text Field (Single-line)

• Select List

• Date Picker (If add this in the custom field in the system, when add case or run, a date selection shows)

Please Note: Deleting a field permanently removes all associated data, including from closed test runs. To maintain historical information, consider disabling the field instead of deletion.

Steps of Create Custom Fields

The plugin now support add custom field for a fields in the system:

• Test Case

• Test Runs

Steps:

• Click the +Custom Field button on the page. A popup window shows on the page.

• Enter the Name and select the Type which is needed. Add the description if needed.

• Click the Add button, the setting saves. Click the Cancel button, nothing saved.

Edit Custom Fields

Add selection for the Select List

For Select List, the user can add the information for the Select List.

Steps:

1. Click the … button of the Select List in the Action line

2. Click the Add button, a popup window shows, following items show on the page:

   • Name: This field is required

   • Description: Please add some descriptions for this selection if needed.

3. Click the Save button, the selection is added to the Select List.

Click the Cancel button, no changes save.

Edit Custom Fields

All kinds of Custom Fields are able to be edited.

Steps:

1. Click the … button in the Action line

2. Click the Edit button, a popup window shows, following items show on the page:

   • Name and Description are able to be added, but to be noticed, the type cannot be changed.

3. Click the Save button, the changes saved.

4. Click the Cancel button, no changes save.

Delete Custom Fields

If the team no longer needs the Custom Field, the system supports delete the field.

Steps:

1. Click the … button in the Action line

2. Click the Delete button, a popup window shows says:

   • ‘Really delete field XX? Deleting this field cannot be undone. All data for this field, including in closed runs, will be permanently lost.’

   • A selection shows: Yes, permanently delete: XX, check the box, the Delete button is available, otherwise, the button is unavailable.

3. Click the Delete button, the Customer field is deleted.

4. Click the Cancel button, no changes save.