Configuring dropdown field values

You can modify values available in dropdown fields to use specific terminology or capture important information.

A list of values is created when adding custom or workflow event dropdown fields in the Helix ALM desktop client. You can modify values in these lists or the following system lists, which are included with Helix ALM by default: Type, Priority, Severity, Product, Component, Disposition, Reproduced, Version, Test Item Type, Run Set, and Requirement Importance.

Before you make changes, keep in mind that lists of values may be shared between multiple fields and item types.

1. Click Administration.

The Admin Home page opens.

Tip:  You can also configure values directly from fields you are working in. Select Configure List Values in the field. This is not available in the Test Case/Manual Test Run Display Mode, Computer Config, and Resulting State fields.

2. Click Dropdown Field Values.

The Dropdown Field Values page opens.

3. Select the Item type for the field that contains the values.

4. Select the field to configure values for and click Edit. You can also click the field name. Search for a field to easily find it in the list.

The Configure List Values dialog box opens. Other fields that use the list are displayed at the bottom of the dialog box.

5. To change the List name, click , enter the new name, and click . You can enter up to 32 characters.

You cannot change the name of system lists.

6. To add a value to the list, click Add. A new row is added. Enter the value, select a style to use when displaying the value in item lists, and click .

Keep the following in mind:

  • You can enter up to 255 characters for the value, but only 32 characters for values in Version lists.
  • If you add a value to a list used by a child field in a parent-child field relationship, select an association for the values. You can associate the child field with all or none of the parent field values.
  • Field value styles are configured in the Helix ALM desktop client.

7. To edit a value in the list, mouse over it and click . Make any changes and click . Search for a value to easily find it in the list.

Note:  To edit Version values, all other users must be logged out of the project and you must close any Edit or View item pages you have open.

8. To reorder values in the list, select the values to move, click Order, and drag them to the new position. Click Save Order when you finish.

You can also:

  • Click to move the values to the top, up one position, down one position, or to the bottom of the list.
  • Click to sort the values in alphabetical or reverse alphabetical order.

9. To delete a value from the list, mouse over it and click .

You are prompted to replace the value if it is used in any fields. Select a new value and click Delete.

If you delete a value from a Version list, you can select <Leave as is> when prompted to replace the value. If a multiple selection custom field uses the Version value you are deleting and you select <Leave as is>, the value is removed from the custom field.

Note:  All other users must be logged out of the project before you can delete list values. See Managing logged in users.

10. Click Close when you finish.