Picklists for Enterprise Tester standard fields can be managed at either a project level or globally.

Picklists can be configured for the following inbuilt fields:

  • Component
  • Incident Resolution
  • Incident Status
  • Incident Type
  • Priority
  • Requirements Difficulty
  • Requirements Status
  • Requirements Type  
  • Status
  • Test Type
  • Version                       

Picklists for the following custom field types are also configured here:

  • Multi Select
  • Check Box Group
  • Radio Group
  • Combo Box

Components and Versions can be automatically updated with values from your defect tracking system.

  • Components - The parts of the system affected
  • Affected Versions - The release(s) that are affected by the incident
  • Fix Versions - The release(s) in which you intend to resolve the incident

Automatic Update of Versions and Components

Enterprise Tester supports automatically pulling Version and Component values from JIRA. See Tasks when setting up your project links.


Managing Picklist Values

In Enterprise Tester, picklists are categorized into two types:

Standard Picklists: These are predefined by Catch and come with built-in fields.

Custom Field Picklists: These are created by users to meet specific business requirements.

Standard Picklists

When creating a Project, users can choose to either:

  • Inherit from Organization:
    This means the project will follow the organization-level settings (equivalent to "All Dependent Projects" in the Custom Field Scope tab).
    The project will adopt picklist values defined at the organizational level.

  • Only for This Project:
    This means the project will have its own settings independent of the organization (equivalent to "All Independent Projects" in the Custom Field Scope tab).
    The picklist values will be unique to this project.

Organization Level

  • Changes made to organization-level picklists automatically update existing projects that are set to inherit from the organization.
  • New projects will adopt any changes made to organization-level picklists.
  • Projects set as independent of the organization will not receive these updates and must be modified individually.

Project Level

  • Changes made to the project level picklists are specific for a single project.

  • New projects will adopt any organization-level picklist changes. 

  • Projects set as independent of the organization will need to be updated individually.   

  • Picklist values for custom fields are applied globally, this means there is only one list of values for a particular custom field. 

Custom Fields

Global Picklist Values:

  • Picklist values for custom fields are applied globally, ensuring consistency across all projects.

  • Custom fields can be configured with different scopes that determine their visibility across projects

Scope Options:

  • All Dependent Projects:
    Selecting this option means that any project configured to “Inherit from the organization” will display the custom field.
  • All Independent Projects:
    Choosing this option means that only projects set as “For this Project Only” will display the custom field.

The list of choices (the picklist values) for a custom field is maintained as a single, unified list across all projects, this global consistency only applies to the values themselves—not to where or how the custom field appears.
In other words, even though the available options are the same in every project, the custom field might only be visible in certain projects based on its configuration.

Example:
When a custom field is scoped to "All Dependent Projects" , it will only appear in projects that are configured to "Inherit from Organization."
Consequently, this field will not be visible in projects designated as "Only for This Project."


How to Manage Picklists

  1. Navigate to the Admin tab.
  2. Navigate to Edit Organization or Project screen depending on what level of update is required.



  3. Select the Edit Pick Lists button, right hand bottom of screen.
  4. Select the picklist you would like to Edit.



  5. Picklist values for the selected field appear, update or edit as required.  
    Ordering of how picklist values appear in dropdowns for each screen can be controlled by either of the following two options ;
     -   Sort Order, 0 is the default value 
     -  Alphabetically (ascending). 
                                                                                                                                               

  6. Picklist values can be Disabled without the need to delete them. 
    When the Picklist value is Disabled it can no longer be used but the history is retained where ever the Picklist value is referred to.

    To disable a Picklist value:
     a) Highlight the Picklist value you want to disable
     b) Select Disable button 
     c) Select Save Changes button





  7. Picklist values can be re-enabled at any time. 

    To enable a Picklist value:
     a) Highlight a Picklist value that is disabled
     b) Select Enable button 
     c) Select Save Changes button



  8. Remember to Save Changes before navigating away from this screen




  • No labels