Custom Requirement Fields

Owned by Daniel (Deactivated)
Last updated: Oct 14, 2017
2 min read

Zephyr allows the creation of custom fields for requirements. This is done from the Customizations tab of the Administration application that is (by default) available in the Test Manager's Desktop. 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 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