Layout Management

The Layout Management feature lets the admin show or hide fields and organize the page layout for the Add, Detail, Bulk, and Save New Version screens in modules. Default layouts are available for the Requirement, Test Case, Test Suite, and Issue modules.

The admin can arrange system and custom fields in the Requirement, Test Case, Test Suite, and Issue modules into different sections. The admin can also organize these sections on the page layout as needed.

The admin can customize the page layout by showing or hiding system and custom fields.

For example, a QA organization may not use the Test Category system field shown in the default QMetry layout. Since it takes up space and disrupts the add and edit flow, the admin uses Layout Management to remove the Test Category field from the standard page layout. This saves space and makes the add and edit process easier.

You can access Layout Management under the Customization section.

A page layout or template is a saved setup of fields and their positions for a specific screen in a QMetry module. For example, “Add Test Case” is a screen in the Test Case module.

The left panel shows drop-down lists for Module and Page. When you select them, the default layout appears on the right.

Updating a Page Layout

You can make changes to the default page layout to suit your organization’s needs.

To update a page layout, perform these steps:

The default layout of the page opens at the right.

Use the toolbar options to update the page layout. See the sections below for details.

Toolbar options

Buttons at the bottom of the page layout screen:

Specially Treated Sections

The system handles the BDD section, Approval Workflow section, and external tracker section separately. It shows only the section headers on the page layout without fields underneath, and you can arrange these sections on the page.

If your QMetry project integrates with BDD, Jira, or Azure, the system shows the corresponding sections on the page layout of the relevant modules.

When you integrate an external tracker with the Issue module, the system removes the Issue module page layout from Layout Management.

BDD: When BDD is configured with the QMetry project

External Tracker: When an external tracker like Jira is integrated with the QMetry project

Approval Workflow: When the eSignature feature is enabled for the QMetry project

You can use Spacer to insert a space between two fields. The field size remains unchanged.

You can use Merger to merge the two fields - making the field size bigger.

The default page layout view shows system sections. You can add custom sections to the page layout.

Click Add Section toolbar option to add a new section to the selected page.

The Section Header Details pop-up opens.

Arranging Sections on the Page

You can arrange the section through the drag and drop operation on the page. Keep the sections collapsed while shuffling the sections.

Arranging Fields in a Section

You can arrange system and custom fields in the Requirement, Test Case, Test Suite, and Issue modules into different sections. For example, you can place mandatory fields at the top and custom fields at the bottom of a section.

Editing a Section

You can edit each section by clicking the Edit icon for that section.

System sections	Custom sections
You can change the Description and Default State of system sections. You can not change the Title of system sections and hide system sections.	You can change the Title, Description, and Default State of custom sections. You can opt to hide custom sections on the page.

Hiding Fields or Removing Component

You can hide or remove spacer, merger or field from the screen. The removed spacer, merge or field appears on the left panel under Hidden Fields.

• You cannot hide a mandatory custom field (marked as “Mandatory” under Manage Fields). You also cannot hide a custom section that contains mandatory fields.

• If you hide a non-mandatory field or its section and then try to mark it as Mandatory in Manage Fields, the system shows a warning. You must first make the field visible on the page layout before you can mark it as Mandatory.

To hide or remove a field on the page, follow either of the following -

• Hover the mouse over it and click the "X" sign.

• Drag the field to the Hidden Fields panel at left.

Replace Field with Spacer

Use the swap button to preserve the existing layout when you remove a field. It keeps the positions of other fields unchanged and maintains the layout design.

 

Associated Releases and Associated Cycles must stay in the same section. If you move them, move both fields together. If you move only one field, the system shows an error when you save the page layout.

A. You can move fields from one section to another through the drag and drop operation.

B. Right-click on the field. It shows options as per the available sections on the page. Select the section in which you want to move the field.

The Copy From feature lets users copy layouts between pages in the same module. It copies custom sections and their arrangement to the destination page.

This feature lets you copy sections and fields from one view to another. For example, users can copy sections and fields from the Add view to the Bulk view. It helps keep a consistent page layout across

To sync the current layout with any changes done in the Manage Fields section, click the Refresh Layout icon placed at the top right corner.