Share this page

# Forms and templates

You can select which fields in a form are shown or hidden when you open an item. You can also fill in forms automatically with autofill templates.

In this topic:

## Customize a form

You can show or hide fields in a form when you open an item.

To show or hide fields:

1. Create or open an item, such as a defect, user story, or test.

2. In the Details tab, click the Customize fields button in the toolbar.

3. Use the checkboxes to show or hide fields in the form. The Customize fields button displays a shaded gear , indicating that changes have been made to the default display.

   Any fields you select that are not among the default fields are displayed in the More section.

Tip: The admin can create custom fields and custom forms to define which fields are shown by default for different entities. For details, see Forms and Fields.

Back to top

## Fill in fields automatically

You can create autofill templates that help you fill in new items with predefined field values.

Example: In a data set for a user story, you can include a list of tasks in the Tasks to generate field. Those tasks will be automatically created in every story that you create using this data set.

To save an autofill template:

1. Create a new item.
2. In the Add <item> dialog box, fill in the form with the field values that you want to repeat, such as the Application module, Team, and Environment tags.
3. In the toolbar, click the Save as template button .

4. Enter a name for the template.

5. Select whether you want to share the template. Choose one of the following options:

   - Share with all The template is available to all users in your workspace.

   - Share with teams: The template is available to all members of the selected teams.

6. Select Set as default to use the template as the default for all new items of that type. The next time you create a new item, fields are automatically filled with the template values.

To use a template:

1. Create a new item for which a template exists.

   If you previously defined a default template for that item type, the template loads automatically in the Add <item> dialog box.

2. If you do not have a default template, in the toolbar, click Choose Template and select an available template. The fields are automatically populated with the template values.

   While selecting a template, you can mark it as the default template for the next new items.

Create items from external template link

You can share a template link to enable users, with one click, to create a new auto-filled item from outside the UI.

1. Open a item and select a template.

2. Click the More > Copy template link button.

3. Share the link with users.

The link directs users to a new item auto-filled with the template values.

Back to top

See also:

- Forms

https://admhelp.microfocus.com Software Delivery Management 8942
Tips to improve your search results... OpenText™ Software Delivery Management Help Center OpenText™ Software Delivery Management Help 26.1 All View Local Help Center View Online Help Center Version: