Applies to QAComplete 12.20 SaaS, last modified on June 17, 2019

In QAComplete, lists are items that you can use to track custom information specific to your own business needs – like hardware available in your office with the service keys and warranty information, knowledge base articles, feature areas to use in custom fields, and so on.

To start working with lists, go to Lists.

The Lists item on the main QAComplete toolbar

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Manage lists

To start working with lists, click Manage Lists on the Lists tab on the left navigation panel.

The Manage Lists button on the list screen

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The List Manager screen appears. Here, the following actions are available to you:

The List Manager screen

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For information about fields available on this screen, see Manager Reference below.

The Fields screen

To access the Fields screen for the specific list, click Manage Fields in the Actions column on the row of the needed field.

On this screen, you can edit fields for your list and modify properties of these fields.

The Fields screen

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For information about fields available on this screen, see Manager Reference below.

The List screen

To access the list screen, click the name of the needed list on the left navigation panel.

On the list screen, you can add new values to the list or view, edit, and delete the existing ones.

The List screen

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For information about fields available on this screen, see Manager Reference below.

Common actions

For every listing screen available in Lists, there are common actions available – such as navigation, filtering, search, and so on.

To search for a specific item, you can do the following:

  • Search for an item field value using the Find dialog.
  • Select a predefined filter from the Filter drop-down list.
  • Create a new filter by clicking Filters.
Lists: Search and filters

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To learn about the filtering and search functionality in QAComplete, see the Search and Filters section.

The Actions menu

Click Actions to perform various actions on the listing screens:

Lists: The Actions menu

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To learn more about each available option, see Tools (Actions) Menu.

Email alerts for lists

To start working with email alerts for a specific list, click Manage Email Alerts for a specific list on the List Manager screen.

To create a new email alert:

  1. Click Add New on the toolbar.

    Email Alerts: The Add New button

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  2. The Create a New Email Alert form appears.

    Email Alerts: The Create a New Email Alert form

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    Select an alert type in the Email Alert Type drop-down list.

  3. Click Continue.

  4. In the subsequent form, specify a title, description, and message for a new email alert template.

    New Email Alert: The title, description, and message

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  5. Click Submit.

The new alert will appear on the list.

To edit the existing email alert:

  • Click Edit in the Actions column near the needed email alert.

    Email Alerts: The Edit button for the specific alert

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  • In the subsequent Edit Email Alert form, apply the changes you need.

    Email Alerts: The Edit Email Alert form

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  • Click Submit.

To delete the email alert:

  1. Click Edit in the Actions column near the needed email alert.

  2. Select the Delete this record check box.

  3. Click Submit.

List reference

This section describes the fields and drop-down lists available on the Edit Shared Document form. You can use them to describe your items.

Note: For some options in the tables below, possible values are determined by choice lists. These options are marked with an asterisk (*). To manage choice lists for your project, go to Actions > Manage Choice Lists on the needed listing screen.

List Manager Reference

Option Description
Date Created The date the list was created.
Note: This field is filled in automatically. You cannot edit it.
Date Updated The date the list was updated.
Note: This field is filled in automatically. You cannot edit it.
Updated By The user who updated the list last time.
Note: This field is filled in automatically. You cannot edit it.
App Code The application code of QAComplete instance this list belongs to.
Note: This field is filled in automatically. You cannot edit it.
List Name The name of the list.
List Caption The caption (title) of the list.
Description The description of the list.
List Data Separated By* The coverage of the list.
Note: The list can be either company-wide (that is, cover data from all projects) or project-specific.

The Fields screen reference

Option Description
Default Value The default value of the field.
Locked Defines whether the field is locked.
Minimum / Maximum Values The minimal and maximal values of the field.
Field Number The ordinal number of the field.
Field Name The name of the field.
Field Type* The type of the field.
On Listing Defines whether the value of the field appears on the listing screen.
On Edit Defines whether the user can modify the field value on the Edit form.
Required Defines whether the field is required.

The List screen reference

Option Description
Date Created The date the item was created.
Note: This field is filled in automatically. You cannot edit it.
Date Updated The date the item was updated.
Note: This field is filled in automatically. You cannot edit it.
Id The ID of the item.
Note: This field is filled in automatically. You cannot edit it.
Import Id The import ID of the item.
Note: This field is filled in automatically. You cannot edit it.
Original Id The original ID of the item (if imported).
Note: This field is filled in automatically. You cannot edit it.
Updated By The user who updated the item last time.
Note: This field is filled in automatically. You cannot edit it.
Opened By The user who added the item to the list.
Note: This field is filled in automatically. You cannot edit it.
Date Opened The date the item was opened.
Note: This field is filled in automatically. You cannot edit it.

See Also

Add Lists
Edit Lists

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