Using Form Builder in App Settings

Opkey's Form Builder in the App Settings, allows you to add custom form fields into various artifacts, including test cases, reusable components, test suites, datasheets, API tests, tickets, and user stories. These custom form fields can used to apply advanced filters to enhance search operations. To use this feature, you must have admin access for your Opkey Environment.

Now, let's understand the process to add custom form fields in an artifact.

1. Click the Profile icon and select App Settings.

2. On the Application settings page, click on the Form Builder section.

3. Click on Create Form to start the process of adding form fields.

4. Assign a name and select the artifact to add the custom form field. In this example we will be adding fields for test case artifact.

5. Add a description of the field, if needed. Click "Create" to proceed.

6. On the right side of the interface, you can find the available options. Drag and drop the required fields into the form. For example, here we have added the "Date" and "Select" fields.

7. Edit field labels and options as necessary.

For the Select field, let's rename the label as Select test type, and name as Test Type. Next, add the dropdown options for selecting the type of test case. This will enable the you to mark the test case type by selecting one of the options.

We have added Regression, UI, and Functional as test type values. Once done, click Close button at the bottom.

8. Once you have added the fields and customized them, save the form.

9. Next, we can open any test case to ensure our custom fields are added to the test case. Below, we can see the Date and Select test type field are added to the test case in right panel.

10. Now, we can also use these fields as custom filter option to search test cases on the test dashboard. To proceed, click the filter icon.

11. Choose Custom Form filter from the Advanced filter list.

12. Next, you can expand your custom field and select values to filter the test case related to those values. For example, we have selected a date and test type as UI to apply filter.

13. On the next page, click Apply to proceed.

14. The test case marked for the selected date and test type gets filtered out.

By following the steps mentioned above, you can effectively use Opkey's form builder to create custom forms tailored to your specific requirements.

Click here to learn more about various admin settings in Opkey.

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