Forms and templates

You can select which fields are included in forms. You can also fill in forms automatically with autofill templates.

Customize a form

You can add or remove fields from a form.

To add or remove fields:

  1. Create or edit an entity such as a defect, user story, or test.

  2. In the form, click the Customize fields button located in the top right corner.

  3. Use the checkboxes to add or remove fields from the form. The Customize fields button displays an orange gear , indicating that changes have been made to the default fields.

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

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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. Fill in an Add <item> form with the field values that you want to repeat, such as the Application module, Team, and Environment tags.
  2. At the top of the form, click Save as template .
  3. Specify a name for the template.

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

    • Share with all: The template will be available to all users in your workspace.

    • Share with teams: The template will be available to all of your team members.

    You can also

  5. Select Set as default to indicate that the template should be used as the default for all new items of that type. The next time you create a new item, the template will automatically be applied.

To use a template:

  1. Open an item for which a template was created.

  2. If you previously defined a default template for that item type, it will load automatically.

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

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See also: