Customize Requirement Fields

Owned by Kevin Pham (Deactivated)
Mar 20, 2019
2 min read

Clicking on the 'Fields' button of the Requirement section allows you to add, modify or delete custom fields for your requirements. 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 DataType. Custom fields fall into different data 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
  • Cascade – Also known as a dynamic drop-down list box. This field allows for the field to have a parent drop-down and depending on what parent item is selected, another drop-down list box will have additional pre-defined values.
  • Rich Text – This is a multiline free form text area that allows users to utilize rich text in the text area using wiki markup options for formatting.

Project Association

This is a mandatory field and after selecting a data type, you can pick and choose which projects have access to the custom field. By using the drop down, you can select one or multiple projects that the custom field belongs to or you can simply select the check box to include the custom field for all projects.

This is beneficial in that you can create and define custom fields for a specific project or a specific set of projects.

For example, you can create a custom field that is used only for project A and any other project cannot use that custom field. You can even select multiple projects but not all projects. If the custom field is defined to work for project A and B, it will only work for both of those projects but not any other project.

Finally, you can further customize the field by giving it some usability features such as:

  • Searchable? - This allows the field to be searched in Zephyr. 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 out 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? - Allows the field contents to be unique and exclusive. This behavior makes it so that the field cannot have the same exact values. For example, if requirements have a unique field, the user must enter two different values for two different requirements. 
    • There can only be 1 unique custom field per project for Requirements and Test Cases.