Customizing Defects Module Field Lists

A field list is a list of values displayed in a drop-down list, from which the user can choose a value for the field.

You can specify that a different field list be used for a Defects module field, depending on the value of another field. For example, you can set the Detected in Versions list to change depending on the value in the Project field.

Note: This script generator can be used to customize field lists in the Defects module only.

To customize a field list, you must define the following rules:

  • Primary/Secondary Rule. Select the primary and secondary fields. When a primary field value is changed, the list of values in the secondary field changes automatically. For example, you could select Project as the primary field and Detected in Versions as the secondary field.

  • List Match Rule. Select the list that you want to display in the secondary field for each value of the primary field.

Note: When workflow customization has been used to change a list of values for a field that has transition rules defined, the field may only be modified in a way that satisfies both the workflow script and the transition rules. For details, see Setting Transition Rules.

To customize a field list:

  1. In the Project Customization window, in the left pane, click Workflow. The Workflow page opens.

  2. Click the Script Generator - List Customization for Defects Module link. The Script Generator - List Customization dialog box opens.

  3. Under Primary/Secondary Rule, select the primary field and the secondary field:

    • To set a rule, click <select primary> and select a field name. Click <select secondary> and select a field name.

    • To add a new rule, click the Add Primary/Secondary Rule button . Select field names for <select primary> and <select secondary>.

    • To delete a rule, select the rule and click the Delete Primary/Secondary Rule button . Click Yes to confirm.

  4. Under Primary/Secondary Rule, select the primary/secondary rule for which you want to set list match rules.

  5. Under List Match Rule, select the field list to be used in the secondary field for specific values entered into the primary field:

    • To set a rule for a defined primary field value, click <select list> and select a list name.

    • To set a rule for an undefined primary field value, click <enter value> and type a primary field value. Press Enter. Click <select list> and select a list name.

    • To add a new list match rule, click the Add List Match Rule button . Click <enter value> and type a primary field value. Click <select list> and select a list name.

    • To delete a list match rule, select the rule and click the Delete List Match Rule button . Click Yes to confirm.

  6. To save your changes, do one of the following:

    • Click the Apply Script Changes button to save your changes and close the script generator.

    • Click the Apply & View button to save your changes and view the generated script in the Script Editor.

      7. If you use the Script Editor to modify a script that was created by a script generator, your modifications are overwritten the next time you run that script generator. It is recommended that your name the generated script before you modify it. For details on the Script Editor, see Working with the Workflow Script Editor.