How to add custom fields to tests or steps in Test Management 2.0 (Yokohama)

raul123
Tera Contributor

‎05-09-2025 05:40 AM

Hi,
We are working on customizing Test Management 2.0 – Yokohama release and want to add some custom fields (e.g. test type, notes, severity) to test and step records.

  • Is using the Form Builder the correct approach?

  • Do we need to first add the fields at the table level?

  • Are custom fields automatically created when added via the builder?

I’d appreciate any guidance or best practices.

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shun6
Giga Sage

‎05-09-2025 08:05 AM - edited ‎05-09-2025 08:06 AM

Hi @raul123,

  • Is using the Form Builder the correct approach?
    It cannot be said which method is correct. Creating field from Dictionary Entry(table level) is also correct approach.
    Form Builder is a recent feature that simplifies processes while offering a user-friendly interface.
    But some configuration option can only be configured at Dictionary Entry.　

    shun6_0-1746802742070.png

     

    　

  • Do we need to first add the fields at the table level
    You can add fields from form bulder.

  • Are custom fields automatically created when added via the builder?
    Yes. When you add new fields from form builder, it's automatically added to the table.

Thanks.

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