Custom fields
Table of Contents
Custom fields
Custom fields give you the ability to add more information about your test objects, issues or users.
The custom fields can be filled out when creating a new test object or while adding a new issue to a test object. This can be done by adding the right custom fields to certain test object types. Custom fields can also be filled with information delivered via API and add more flexibility and data-integrity to our solution.
For more information on test object types, please go to Test object types
The custom fields can be filled out when creating a new test object or adding a new issue to a test object. This can be done by adding the correct custom fields to specific test object types. Custom fields can also be filled with information delivered through the API, adding flexibility and data integrity to our solution. For more information on test object types, see Test object types
Once enabled, custom fields can be assigned to users to store additional information such as a department number. For more information, see: Users
Add new custom field
Via the orange plus icon it is possible to create a new custom field. In addition to a meaningful name, an identifier and the desired data type must be selected.
Label: The label defines the custom field.
Identifier: The identifier uniquely identifies a custom field.
Data type: The data type defines the data inside the custom field.
Data field: This allows the custom fields to also be filled with information supplied via the API for even more flexibility and data integrity. This choice gives the system the information, if required data comes from an external system or not.
Clicking on "Done" saves the custom field. After that it is possible to use the newly generated custom field and add it to a test object or equipment.
Data types
String
Any type of text can be entered
Numeric
Only numbers can be entered
Yes/No
One of these two options can be entered
Date
A date can be entered
List
A list with optional answers can be defined. Here it can be defined whether only one or several answers are selectable.
If an option is subsequently no longer relevant, it can be disabled via the eye icon in edit mode.
JSON options list
Lists can also be imported via JSON files. Here the structure of the JSON record and the required values can be defined. When filling the user defined fields the actual json content follows.
Enter JSON Input
Analyze
Select relevant attributes for string
Select attribute to display
GPS Position
A custom GPS field can be added to store coordinates. This is possible on the one hand by querying the exact location, entering exact coordinates or selection on the OpenStreetMap.
Editing custom fields
After creation of the custom field it can be edited by clicking on the context menu (the three dots) in the upper right corner of the custom field overview. All information from above can be edited.
Use of custom fields
Custom fields offer the possibility to store additional information. This is possible in the following cases:
Test object(type)
Deposit of additional information for a test object within the respective test object type.
Deposit of additional information on the issues associated with this test object.
Custom fields for test objects and issues can be defined in the administration area under Test object types. The following settings are possible:
Test object types
Mandatory
Optional
Disabled
Issues
Optional
Mandatory when creating an issue
Mandatory when resolving an issue
Disabled
If these are disabled, they are hidden in the respective test objects / issues. When they are reactivated, the previous values are displayed again. Only those custom fields that have not yet been used for a test object or issue can be deleted. The recycle bin symbol indicates whether a custom fields can be deleted.
Equipment(type)
Deposit of further information at an equipment within the respective equipment type.
Deposit of further information about the issues associated with this equipment.
Custom fields can be added and assigned as desired but not deleted.
The overview shows to which test object(s), issues and equipment a custom field is linked.
Export and import of data
Inserting data is possible either directly in Testify by manual creation or by export/import. For more on export/import: Administering Testify
Example test object type
Under the "Administration" and "Test object types" tab, the desired test object type is selected first. Via the context menu (the three dots) in the edit mode it is possible to define custom fields to be used for the test objects and issues.
Adding custom fields to test objects
Then you can select the test object where you want to add the custom fields:
Then you can select the test object where you want to add the custom fields:
The test object can be edited via the context menu (the three dots):
Under "Details" the previously defined custom field is now displayed and ready to be filled in:
View after saving:
Custom fields for issues
If a custom field was previously defined for a test object, this can be selected when adding an issue.
Parts list
A parts list is a user-defined field with the data type "list". Parts lists can be used to add more detail to the parts of test objects. When adding issues, the affected parts can thus be located more closely.