Zephyr allows the creation of custom fields for requirements. This is done from the /wiki/spaces/ZEE50/pages/77791742 tab of the Administration application that is (by default) available in the /wiki/spaces/ZEE50/pages/77857381.
Clicking on the "Fields" button of the Requirement section allows you to add, modify or delete custom fields for your requirements.
It is very important to note that changes at a database-level will be made during this process and hence all users need to be logged out of the system. In order to make these changes, please click on the Lock Zephyr access button. This will log off all users and keep them locked out till you have completed the modifications. Once completed, you can enable their access by clicking on the Enable Zephyr access button.
Once you have locked up access, you can add, modify or delete these requirement fields. There are no limits to the number of custom fields you can create.
From the above screen you can give the new custom field a field name, description, and then choose the field data type. Custom fields fall into six types:
- Text - This is a single line field that allows text entry. A maximum of 1024 characters are allowed
- Long Text - This is a multi-line free form text area. A maximum of 32K characters are allowed
- Picklist - Also known as a drop-down list box, this allows a list of pre-defined values
- Checkbox - A 2-state checkbox, always defaulted to being unchecked
- Date - A date picker field
- Number - This is a single line field that accepts only whole numbers and decimals
After selecting a data type, you can pick and choose which projects have access to the custom field or simply select the checkbox to include it for all projects.
Finally, you can further customize the field by giving it some usability features such as:
- Searchable? - This allows the field to be search in Zephyr Enterprise. This option can be paired with the Search Field Name which can be specified separate from the field name and is used only when searching
- Mandatory? - Require the field be filled when creating or editing a requirement
- Importable? - Allow the field contents to be imported from an outside source, ie: Excel
- Exportable? - Allow the field contents to be exported to an outside source, ie: Excel
- Unique? - Make it so that no other custom field in Zephyr Enterprise can be named the same