Copy Custom Fields
You can copy custom fields of the Test Case, Test Cycle, Test Plan, and Test Execution modules to other modules of the current project as well as required modules of other projects.
Note
Required Permission:
For copying fields to the current project, Configure “View” and “Modify” permissions for the that project.
For copying fields to other projects: Configuration “View” and “Modify” permissions for the source and destination projects.
Copy Custom Fields to Current Project
You can copy custom fields of one module to other modules within the same project. When custom fields with extensive list values exist in a project and are used in multiple modules, the copy feature helps users copy the custom fields with their values from one module to another within the same project. It simplifies the process of creating and configuring custom fields, saving time and effort when consistent fields are needed across multiple modules.
The settings related to mandatory fields and Default Custom Field Values also get copied from the source project to the destination project.
Perform the following steps to copy custom fields to the current project:
Go to Configuration and select Custom Fields.
Select the module section from the Test Case, Test Cycle, Test Plan, and Test Execution sections from which you want to copy the custom fields.
Select the custom fields that you want to copy to other modules of the current project.
Click the Copy at the top.
The Copy Custom Fields dialog box appears.
You can copy the selected custom fields to Current Project or Other Project(s).
Select the Current Project option.
Select the target module where you want to copy the selected custom fields. The section displays modules other than the module from which you selected the custom fields to copy.
Note
Duplicate fields are skipped while copying.
Click Copy.
The success message appears.
You can see the selected custom fields are copied to the selected modules of the current project.
Copy Custom Fields to Other Projects
You can copy Custom Fields from one project to another project. The functionality allows users to use similar custom fields in different QMetry projects without having to add these custom fields individually.
Users can save their time as they do not have to create redundant or duplicate custom fields for different QMetry projects.
The settings related to mandatory fields and Default Custom Field Values also get copied from the source project to the destination project.
Note
If the selected fields already exist in the destination project, they will not get copied as duplicate entities will be ignored while copying.
Perform the following steps to copy custom fields to other projects:
On the Custom Fields screen, select the module section from the Test Case, Test Cycle, Test Plan, and Test Execution sections from which you want to copy the custom fields.
Select the custom fields that you want to copy to other projects.
Click Copy.
The Copy Custom Fields dialog box appears.
You can copy the selected custom fields to Current Project or Other Project(s).
Select the Other Project(s) option.
Select the project wherein you want to copy the selected custom fields. You can select multiple QMetry Projects (maximum 5 projects) at a time to copy the custom field.
Target modules: Select the modules of the other projects in which you want to copy the selected custom fields of the current project.
Click Copy.
The success message appears.
You can see that the selected custom fields are copied to the selected modules of the other selected projects.
View Audit Logs
Source Project
The Copy Custom Fields activities are captured in the Audit Log of the source project as shown below.
Go to Configuration, select Audit Log, and click the Configuration Logs tab.
Destination Project
The Copy Custom Fields activities are captured in the Audit Log of the destination project.
In the destination project, go to Configuration, select Audit Log, and click the Configuration Logs tab.
View Progress
You can verify the process of copying custom fields from one project to the same project or another project in the Notification section.
To view the progress of the Copy operation, click the bell icon to view the background processes.
Completed: If the custom fields are copied completely, the Notification section will show the “Completed” status for the operation.
Completed with Errors: If the custom fields are copied partially, the Notification section will show the “Completed” status with an error message. To view the error message, click the error icon.
The dialog box shows more details related to the error.