Editing system fields

System fields are available by default in every Helix ALM project. You can edit some properties of system fields. For example, you can set the default field value or indicate if a system field is required.

1. Click Administration.

The Admin Home page opens.

2. Click System Fields.

The System Fields page opens.

3. Select an item Type.

4. Select a field and click Edit. You can also click the field name.

The Edit System Field page opens.

5. Make any changes. The available options depend on the field type.

  • You cannot change the following fields: Name, Long label, Field code, and Field type. If the field label can be changed, click Rename Field next to the field name to change it. See Renaming field labels. You also cannot change the required setting for the test case Automated Test field or the default value for the test case Estimated Run Time field.
  • If you are editing a requirement field, see Configuring default values and required options for requirement fields based on requirement type for information about the impact of making changes to the Default Values and Required Settings.
  • System fields with dropdown lists do not allow users to select multiple values.
  • Default value—Select Not selected or Selected to indicate if the check box should be selected or not by default.
  • Customers to include—Select the type of customers to include in the list: Global, Local, or Global and local. See Managing users and customers.
  • Required—Select to make the field required. Users cannot save an item until they select a value in the field.
  • Default value—Select the value that is selected in the field by default.
  • Include time—Select to include the time with the date value.
  • Required—Select to make the field required. Users cannot save an item until they enter a value in the field.
  • Default value—Select the value to display in the field by default. Current date specifies the number of days, weeks, months, or years to add to the current date when an item is created.
  • Length—Enter the maximum number of characters allowed in the field. You can enter 1-255. 255 characters is the maximum and default length.
  • Required—Select to make the field required. Users cannot save an item until they enter a value in the field.
  • Default value—Enter the value that is in the field by default.
    • Value list—Select the list of values to use for the field.
    • If the project does not have a list of values you want to use for the field, select Add a new list. Click Configure List Values to add the value list. See Configuring dropdown field values. When you finish adding the list, you return to the Add Custom Field page and the list name is displayed.
    • If the project already has a list of values you want to use for the field, select Use an existing list and then select the list to use. Other fields using the list are displayed for reference. Click Configure List Values to make any changes to the value list. See Configuring dropdown field values. When you finish adding the list, you return to the Add Custom Field page.
  • Required—Select to make the field required. Users cannot save an item until they select a value in the field.
  • Default value—Select the value that is selected in the field by default.
  • Length—Enter the maximum number of characters allowed in the field. You can enter 1-255. 255 characters is the maximum and default length.
  • Required—Select to make the field required. Users cannot save an item until they enter a value in the field.
  • Default value—Enter the value that is in the field by default. Click Open to open the link.
  • Length—Enter the maximum number of characters allowed in the field. You can enter 1-10. 10 is the maximum and default length.
  • Required—Select to make the field required. Users cannot save an item until they enter a value in the field.
  • Default value—Enter the value that is in the field by default.
  • Required—Select to make the field required. Users cannot save an item until they enter a value in the field.
  • Default value—Enter the value that is in the field by default. Use the formatting toolbar to change the text formatting and insert images, tables, hyperlinks, and stamps. See Working with text fields. If you are inserting an image, click and then browse for or drag and drop an image to insert. To edit the image, select it in the field and click again.
  • Length—Enter the maximum number of characters allowed in the field. You can enter 1-255. 255 characters is the maximum and default length.
  • Required—Select to make the field required. Users cannot save an item until they enter a value in the field.
  • Default value—Enter the value that is in the field by default.
  • Users to include—Select the type of users to include in the list: Global, Local, or Global and local. See Managing users and customers.
  • Required—Select to make the field required. Users cannot save an item until they select a value in the field.
  • Default value—Select the value that is selected in the field by default.
  • Users and customers to include—Select the type of users and customers to include in the list: Global, Local, or Global and local. See Managing users and customers.
  • Required—Select to make the field required. Users cannot save an item until they select a value in the field.
  • Default value—Select the value that is selected in the field by default.

6. Click Save to save the changes.