Test Plan Custom Fields Customization

Location of Test Plan Custom Fields in Plutora Test

To locate Test Plan Custom Fields:

1. Click Test Plan.
   
2. Locate Test Plan Custom Fields:
   1. When adding a new Test Plan:
      1. Click + New Test Plan.
         The Add a new test plan pop up opens. Test Plan Custom Fields are on the left side of the pop up, under the Project/Release drop-down menu.
         
         Or:
   2. When editing a Test Plan:
      1. Click a blue-linked ID or Test Plan Name.
         The Edit Test Plan pop up opens. Test Plan Custom Fields are in the middle of the pop up, under the Project/Release drop-down menu.
         

Add or Edit a Test Plan Custom Field

To add a Test Plan Custom Field:

1. Click Settings.
   
2. Select a Project from the Select a Project… drop-down menu in the top-left corner.
   
   If you do not select a Project, the Test Plan Custom Field will apply to all Projects.
   
   
   
3. Click Test Plan in the left-hand menu.
   
4. Click Custom Fields.
   
5. Add a Test Plan Custom Field: Click + New Custom Field.
   Or:
   Edit a Test Plan Custom Field: Click the Field Name.
6. Type the Name. (Mandatory field.)
   
   
   Custom Fields with double quotes ” or square brackets [] in the Value cannot be added to Plutora Analytics workbooks. 
7. Click to select the Show in View checkbox.
   
   The Show in View checkbox hides or unhides the Test Plan Category’s visibility in the drop-down menu when adding or editing Test Plans.
8. Click to select an icon to represent the field from the Icon drop-down menu.
   
   
   1. Click the blue arrows to scroll through the icons.
       
9. Click to select a field Type:
   1. String: A single line of text. For example, a name.
      1. Required checkbox: Click to select if you would like the field to be mandatory.
      2. Default Value: Type the text that will autofill the field.
      3. Value if blank: Type the text that will be saved if the field is blank. This field will be grayed out if the Required checkbox is selected.
   2. Multiline String:
      
      Multiline String fields are text fields that expand to fit their contents.
      1. Required checkbox: Click to select if you would like the field to be mandatory.
      2. Default Value: Type the text that will autofill the field.
      3. Value if blank: Type the text that will be saved if the field is blank. This field will be grayed out if the Required checkbox is selected.
   3. Drop down: A drop-down menu.
      1. Required checkbox: Click to select if you would like the field to be mandatory.
      2. Default Value: Mark a value as the Default. This step is not mandatory.
         1. After creating two or more items (see Add an item below) click to select one of them from the Default Value drop-down menu.
            • This value will appear in the menu before any value is selected.
      3. Values:
         1. Add an item to the drop-down menu:
            1. Click the blue cross.
               
            2. Type a Name.
            3. Type a Description.
            4. Click Save.
            5. Repeat to add more items to the drop-down menu.
         2. Edit an item:
            1. Click the blue pencil.
               
            2. Type a Name.
            3. Type a Description.
            4. Click Save.
         3. Sorting drop-down menu fields changes their order in the menu:
            • Sort the fields by dragging them by the sort handle  (three dots).
              
         4. Delete an item:
            1. Click the blue X.
               
   4. Cascading look up: Selecting from a cascading look up opens another menu with further selections.
      1. Create and save a drop-down menu with all the submenu items. (Go to step b. above.)
         1. While creating the drop-down menu:
            • Required checkbox: Click to select if you would like the submenu to be mandatory and always visible.
            • If Required is unchecked, the submenu will only appear when users select from the main cascading look up.
            • Default Value: Mark a value as the Default so that it appears in the drop-down menu before anything is selected. This step is not mandatory.
      2. Required checkbox: Click to select if you would like the cascading look up to be mandatory.
      3. Default Value: Mark a value in the cascading look up as the Default. This step is not mandatory.
         1. After creating two or more items (see Add an item below) click to select one of them from the Default Value drop-down menu.
            • This value will appear in the menu before any value is selected.
      4. Select a child selector: Click to select the submenu items drop-down menu you created in step i. Do not click Cascading Selector Mapping until you have created Values (see below) or you will have nothing to map.
      5. Values:
         1. Add an item to the cascading look up field:
            1. Click the blue cross.
               
            2. Type a Name.
            3. Type a Description.
            4. Click Save.
            5. Repeat I-IV to add more items to the drop-down menu.
         2. Edit an item:
            1. Click the blue pencil.
               
            2. Type a Name.
            3. Type a Description.
            4. Click Save.
         3. Sorting drop-down menu fields changes their order in the menu:
            • Sort the fields by dragging them by the sort handle  (three dots).
              
         4. Delete an item:
            1. Click the blue X.
               
      6. Cascading Selector Mapping: Associate submenu items with the cascading look up items:
         1. Click Cascading Selector Mapping.
            
         2. Click a parent value in the gray left-hand column.
         3. Click to select the submenu items checkboxes (in the white right-hand column). These items will appear in the submenu when the parent value is selected.
         4. Repeat for all the values in the left-hand column.
         5. Click Save & Close.
         6. Click Save.
   5. DateTime: The date only.
      1. Click Required if you want the field to show when adding or editing Test Plans.
      2. Select a Default Value if you want a date to appear in the field before any date is selected.
      3. Select a Value if blank to be saved if no date is entered.
         Value if blank is grayed out if the Required checkbox is selected.
   6. Multi-Select: Select two or more items.
      1. Click Required if you want the field to show when adding or editing Test Plans.
      2. Default Value: Mark a value as the Default. This step is not mandatory.
         1. After creating two or more items (see Add an item below) click to select one of them from the Default Value drop-down menu.
         2. This value will be selected in the menu before any other value is selected.
      3. Values:
         1. Add an item to the drop-down menu:
            1. Click the blue cross.
               
            2. Type a Name.
            3. Type a Description.
            4. Click Save.
            5. Repeat to add more items to the multi-select menu.
         2. Edit an item:
            1. Click the blue pencil.
               
            2. Type a Name.
            3. Type a Description.
            4. Click Save.
         3. Sorting multi-select menu fields changes their order in the menu:
            • Sort the fields by dragging them by the sort handle  (three dots).
              
         4. Delete an item:
            1. Click the blue X.
               
10. Click Save.

Sort Test Plan Custom Fields

Sorting Test Plan Custom Fields changes the order in which they appear in the Test Plans page.

To sort Test Plan Custom Fields:

1. 1. Click Settings.
      
   2. Select a Project from the Select a Project… drop-down menu in the top-left corner.
      
      If you do not select a Project, the Test Plan Custom Field will apply to all Projects.
      
      
      
   3. Click Test Plans in the left-hand menu.
      
   4. Click Custom Fields.
      
   5. Sort the fields by dragging them by the sort handle  (three dots) in the left-hand column.
      

Hide or Unhide a Test Plan Custom Field

Hiding a Test Plan Custom Field means it will not appear below the Projects drop-down menu when adding or editing a Test Plan but it will not be deleted and can be restored.

You can hide a Test Plan Custom Field in two ways:

To hide a Test Plan Custom Field while adding or editing it (see above):

1. Click to unselect the Show in View checkbox.

Or:

2. To hide a Test Plan Custom Field on the Test Plan Custom Field page:
   1. Click Settings.
      
   2. Locate the Test Plan Custom Field:
      • If the Test Plan Custom Field is associated with all Releases, go to step c.
      • If the Test Plan Custom Field is associated with a Release, select that Release from the drop-down menu in the top-left corner.
   3. Click Test Plans in the left-hand menu.
   4. Click Custom Fields.
   5. Locate the Custom Field’s blue checkbox under the visibility column (which has an eye in the header):
      
      
      1. Hide: Click to unselect the blue checkbox.
      2. Unhide: Click to select the blue checkbox.
   6. Click Yes to confirm.
      

Delete a Test Plan Custom Field

If you would like to use the Test Plan Custom Field again, hide it (see above) instead of deleting it. Deleting cannot be undone.

To delete a Test Plan Custom Field:

1. Click Settings.
   
2. Locate the Test Plan Custom Field:
   • If the Test Plan Custom Field is associated with all Releases, go to step 3.
   • If the Test Plan Custom Field is associated with a Release, select that Release from the drop-down menu in the top-left corner.
3. Click Test Plans in the left-hand menu.
4. Click Custom Fields.
5. Click the red cross next to the Test Plan Custom Field.