Creating matching custom fields in TestArchitect and Zephyr

User-defined fields in TestArchitect are automatically mapped to Zephyr custom fields when the names and data types match. During uploads and downloads, the values of matched fields are kept in sync. The values of user-defined fields created in TestArchitect are loaded into their corresponding custom fields in Zephyr whenever test modules or test cases are uploaded to Zephyr. Likewise, the values of custom fields in Zephyr are loaded to their corresponding user-defined fields in TestArchitect, whenever Zephyr test cases are imported into TestArchitect.
Note: At present, TestArchitect-Zephyr integration supports versions 4.5 and 4.6 of Zephyr.

To create matching user-defined fields in TestArchitect and Zephyr:

  1. Create a user-defined field in TestArchitect.
    Note: Ensure that you correctly define the properties for the field, as described below, so that it can be mapped with a corresponding Zephyr custom field:
    • Name: The name of the TestArchitect user-defined field must be identical to that of its corresponding custom field in Zephyr .
    • Apply to: Only Test module and Test case are mappable to Zephyr custom fields.
    • Value Type: Field data types must match between TestArchitect and Zephyr (See the TestArchitect and Zephyr Data Types table for details).
    • Default value: Assign a default value to a user-defined field.
      Important: For a TestArchitect field that maps to a Zephyr field designated as Mandatory, it is essential that a value exist in the TestArchitect field when its corresponding test module or test case is uploaded to Zephyr. You can ensure that such fields will have values by utilizing the Default Value field in the New Field dialog box. (For existing user-defined fields, defaults can also be set in the Edit Field dialog box.) A given user-defined field for a particular test module or test case may also be set to a specific value via the Information tab of the project item.
  2. Create a custom test case field in Zephyr that matches the user-defined field in TestArchitect.
    1. In Zephyr, select Department from the drop-down menu at top left, then click the Administration application on the left tool dock.
    2. In the Administration dialog box, click the Customizations tab, then click the Fields button in the Testcases section. The Testcases: Customize Fields dialog box is displayed.

    3. Important: It is very important to note that database level changes will be made during this process and hence all users need to log out of the system.
      In order to make these changes, click the Lock Zephyr access button. This logs off all users and keeps them locked out until you have completed the modifications. Once completed, you can re-enable their access by clicking the Enable Zephyr access button. Once you have locked up access, you can add, modify or delete these custom fields. There are no limits to the number of custom fields you can create.
    4. In the Testcases: Customize Fields dialog box, click the Add button. Enter the following information in the fields that appear:
      • Field name: Name of the field.
        Important: Keep in mind the importance of this name matching that of the corresponding field in TestArchitect.
      • Description: (Optional) Provide more details about the field.
      • Data type: Select one of the six types (See Rules for mapping custom fields):

        • Text: A single-line field that allows text entry. A maximum of 1024 characters is allowed.
        • Long Text: Multi-line free form text data. A maximum of 32K characters is allowed.
        • Picklist: Also known as a drop-down list box; allows a list of pre-defined values.
        • Checkbox: A 2-state check box.
        • Date: A date picker field.
        • Number: A single-line field that accepts only whole numbers and decimals.
      • Mandatory, Importable, Exportable: Select the corresponding option(s) to designate this field as mandatory/importable/exportable.
        Note: Note that the importation of Zephyr test cases into TestArchitect ignores the state of the Importable option. Only the Mandatory option affects synchronization with TestArchitect.
    5. Click Save.