Create Custom Fields

Applies to QAComplete 12.80 SaaS, last modified on April 19, 2021

In QAComplete, you can create your own custom fields for each item. The fields will help you track any data you want to collect.

You can create custom fields in several ways:

  • Go to  > Setup > System Configuration > Screen Layouts.

  • You can also do this directly from the item list screen:

    Click  Tools and select  Manage Custom Fields.

    The Manage Custom Fields item in the Tools menu

    Click the image to enlarge it.

    Click Actions and select Manage Custom Fields.

    The Manage Custom Fields item in the Actions menu

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You will see a screen similar to this one:

The Custom Fields screen

Click the image to enlarge it.

You can create custom fields of various types:

Type Description
Check Box Provides a custom field that appears as a check box (selected or not).
Choice List (Based on Another Field) Creates a custom field that contains a drop-down list with items from another QAComplete field.
Choice List (List of All Project Users) Creates a custom field with a drop-down list of users that have access to the project you are working with.
Choice List (List of All Users) Creates a custom field with a drop-down list of all users regardless of whether they have access to the project you are working with.
Choice List (List of Values) Creates a list of selectable values that appear in a drop-down list.
Choice List (Multiselect) Creates a list of selectable values that appear in a drop-down list, with a check box for each value, which allows you to select multiple items.
Date Provides a date entry field with a clickable button to allow choosing a date from a calendar.
Numeric Provides a custom field whose values must be numeric.
Phone Provides a custom field whose values must be in the format of a phone number (xxx-xxx-xxxx).
SSN Provides a custom field whose values must be in the social security number format (xxx-xx-xxxx).
Text Provides a custom field that can be a regular text entry field. Custom fields 1 through 10 can be up to 20000 characters and allow basic formatting.
To turn off Rich Text formatting and restrict the field to plain text only, use the underscore character (_) in the name of the field. This overrides the automatically enabled Rich Text editor and creates a plain text field.
Choice List (Based on SQL) On-Premises feature. You can enter an SQL statement that will return a list of items based on your query. The items appear in a drop-down list.
This field type is not compatible with Fast Edit and the import functionality.
For more information about this feature, see the corresponding topic.
Choice List (List with Sublist based on SQL) On-Premises feature. You can enter an SQL statement that will return a list of items based on an SQL query. The items appear in a drop-down list.
For more information about this feature, see the corresponding topic.

See Also

Custom Fields

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