Documentation - aqua cloud
🇬🇧 English
🇬🇧 English
  • 💻Web client
    • Getting started
    • General
      • Home page
      • App language
      • User account
      • Change password
      • Shortcuts & Accessibility
    • How to Contact Our Support
  • 👩‍🔧Administration
  • User administration
    • Adding and editing user profile
    • Roles and permissions
    • Assign, unassign or change licenses
      • Comparison of Licenses
    • Assign/unassign projects and roles
    • Licenses statistics
    • Statistics
  • Project configuration
    • [NEW] Project template configuration (fields)
      • Shared value sets
    • [OLD] Project template configuration (fields)
      • Shared value sets
      • Creating field groups
    • Field rules
    • [NEW] Workflow configuration
      • Global rules
      • Status and transitions
    • [OLD] Workflow configuration
    • Additional project settings
    • Project integrations
    • System log
    • Email notifications
      • Project default notifications
      • My notifications
      • Configuration of the project notification templates
      • Troubleshooting
  • Projects and folders
    • Project wizard
    • Projects
      • Export project
      • Import project
        • Migration from Testrail
      • Archive project
    • Folders
      • Export project folder
      • Import project folder
  • 🧩Modules
  • Navigation page
    • Project tree
    • Items grid
    • Filtering and grouping
    • Views
    • Search
    • Preview item details
  • Items
    • Requirements management
      • Requirements
      • Subrequirements
      • Requirements coverage
    • Test cases management
      • Test cases
      • Nested test cases (shared test cases/steps)
      • Manual testing
      • Test data or Variables manager
      • Test environment tracking with labels (tags)
      • Test execution results
      • Test automation
      • Capture: Test recorder/bug reporter
      • Test it: easy way to start run
      • Quick run: test execution of multiple test cases at once
    • Test scenarios management
      • Test scenarios
      • Adding test cases to a test scenario
      • Executing test scenarios
    • Defects management
      • Defects
      • Creating a defect from a test execution
      • Review found or linked defects to the test execution
      • Creating a defect with Capture
    • General item capabilities
      • Creating and Editing Items
      • Copy item to a target project or duplicate within a project
      • Taking over field values between items
      • Item template (defaults)
      • Dependencies
      • Add links to a description
      • Take screenshots
      • Watch item and notify other users
      • Attachments (files)
      • History of changes
      • Discussions (comments)
      • Print item data
  • Reporting
    • Creating a new report template
    • Basic report elements
    • Element tree structure
    • Element properties
    • Diagrams
    • Pivot table
    • 'Sum' function
    • Creating custom report script
    • Parametrization of reports
    • Exclude empty items from a report
    • Adding table of contents to a report
    • How to filter executions based on custom added fields?
  • Dashboards
    • Creating a dashbord
    • Publishing the dashboard
    • Creating a chart
    • KPI alerts
    • Drilldown to details from a chart
    • Burndown chart template
  • Agile
    • Backlog
    • Sprint board
    • Preview
  • 🖥️Desktop client
    • Getting started
      • Important notice: Deprecation of the desktop client in June 2025 [updated]
      • FAQ: Transitioning from the desktop client to the web Client
      • Desktop installation
      • Home screen configuration
      • Views
      • Grid
    • Agile board
      • Burn Down Chart
    • Dashboard
    • User Administration
      • Adding and managing users
      • Roles and permissions
      • Assigning licenses projects and roles
      • Statistics
    • Project configuration
      • Configuration of Fields and Workflows
      • Email Notification
      • Change company logo in printout
      • Import Project Configuration
    • Import / Export Wizard
    • Project Planner
      • Creating and editing a new project plan
      • Adding and syncing items to project plan
      • Resource planning
      • Gates and Stages
    • Requirements Management
      • Dependency
      • Subrequirements
      • Mind map
      • Comments
      • Documents
    • Test Management
      • Step Designer
      • Test Execution
        • Autosave of a test execution
      • Variable Manager
      • Nested Testcases
      • Disable manual test execution time
    • Test Scenarios
      • Test Scenarios
      • Scheduled Executions of Test Scenarios
      • Run Dependency
    • Defect Management
    • Reporting
      • Creating a Report
      • Creating a new report template
      • The Report Wizard
      • Basic Report Elements
      • Element tree structure
      • Element Properties
      • Diagrams
      • Pivot Table
      • Sum Function
      • Script Development
      • Parametrization
      • Performance Improvements for Report Creation
      • Remove empty elements
      • Table of Contents
      • Invalid References
    • Agile Board
      • Configuring the Agile Component
      • Planning board
      • Scrum board
      • Burn Down Chart
    • Versioning
  • 💿Installation for on premise
    • System Requirements
      • Server
      • Desktop Client
      • Web Client
      • Agents
    • Server Installation
    • Server parameters
    • Web Client Installation
    • Getting Agents
    • Connection to MSSQL Database
    • Connection to Oracle Database 12.2c
    • Licenses
    • Monitoring
    • SSL-Configuration
    • Content Security Policy (CSP) Settings
  • 🪄AI Copilot
    • Transform your testing and project management with aqua's AI Copilot
    • Enable and manage AI Copilot options
    • Create documents with ease with AI Copilot
    • AI Copilot: generate a comprehensive description for the test cases in just one click
    • AI Copilot - create test cases out of requirements or based on context in seconds
      • Create test cases from the navigation page
      • Create test cases from a requirement
      • Create a test case from a test case page
    • Generate test data with AI Copilot
    • Generate test case based on a file
    • Generate test cases in BDD format
    • Generate test cases with AI Copilot using test design techniques
    • Create user stories, BDDs, or PRDs based on a file
    • Create multiple user stories or BDDs with AI Copilot
    • Split or convert requirements
    • AI Copilot chat
  • 🔗Integrations
    • Jira sync: synchronize items between aqua and Jira projects
      • Before you begin: key steps for synchronization
      • Sync configurator set up
        • Sync Configurator options
      • Log in to the Sync Configurator
      • Sync of the projects between aqua and Jira
      • Fields mapping
        • Supported default Jira fields
        • General aqua and Jira fields compatibility
        • Special compatibility for aqua and Jira fields
      • Additional settings
        • Allow mapping of only selected values and ignore other field values for the sync
        • Automatic creation and mapping of field values
      • Troubleshooting
      • Synchronisaton of subtasks with aqua
      • Formatting support
    • Azure Devops sync
    • Jira link: create and/or link Jira issues to aqua tickets
    • aqua4Jira plugin: Cover Jira issue with aqua test cases
      • Installation of the plugin
        • aqua4Jira Plugin - Now Compatible with Jira Data Center!
      • Configuration in Jira
      • Configuration in aqua
    • Automatic display of test cases or test scenarios in Jira tickets
    • Confluence integration
    • Capture: record tests or create comprehensive bug reports
    • Testlink: importer tool for migrating test cases to aqua
    • SSO
      • LDAP
      • SAML Configuration
        • Installation
        • Sample
  • 🌀Automation
    • Desktop Client
      • Creating an Automation Agent
      • Configure Automation
      • Ranorex
      • UFT
      • JMeter
      • SoapUI
      • Database
      • UnixShell
      • PowerShell
      • Automation Library
    • Web Client
      • Automation Agent
        • Creation & Configuration
        • Agent pools
        • Running task
      • Powershell
      • Unix Shell
      • Jenkins integration
      • Selenium
    • REST API
    • Automation: CI/CD tools and aqua REST API
      • Gitlab CI/CD: JAVA/Playwright
      • Gitlab CI/CD: TypeScript/Cypress
      • Gitlab CI/CD: TypeScript/Playwright
      • Gitlab CI/CD: TypeScript/Cypress/Cucumber
  • 🚀Product updates for on premise customers
    • Product updates
      • 25.56.0 - On Premise
      • 25.52.0 - On Premise
      • 25.47.0 - On Premise
      • 25.36.0 - On Premise
      • 25.31.0 - On Premise
      • 25.18.0 - On premise
      • 25.10.0 - On Premise
      • 24.135.0 - On Premise
      • 24.130.0 - On Premise
      • 24.126.0 - On Premise
      • 24.108.0 - On Premise
      • 24.101.0 - On Premise
      • 24.93.0 - On Premise
      • 24.83.0 - On Premise
      • 24.71.0 - On Premise
      • 24.53.0 - On Premise
      • 24.8.0 - On Premise
      • 23.140 - On Premise
      • 23.126.0 - On Premise
      • 23.102.0 - On Premise
      • 23.70.0 - On Premise
      • 23.22.0 - On Premise
      • 22.132.0 - On Premise
      • 22.123.0 - On Premise
    • Release Notes
      • 25.56.0 - On premise
      • 25.52.0 - On premise
      • 25.47.0 - On Premise
      • 25.36.0 - On Premise
      • 25.31.0 and 25.33.0 - On Premise
      • 25.26.0 - On Premise
      • 25.18.0 - On Premise
      • 25.10.0 - On Premise
      • 24.135.0 - On Premise
      • 24.130.0 - On Premise
      • 24.126.0 - On Premise
      • 24.114.0 - On Premise
      • 24.108.0 - On Premise
      • 24.101.0 - On Premise
      • 24.93.0 - On Premise
      • 24.83.0 - On Premise
      • 24.71.0 - On Premise
      • 24.53.0 - On Premise
      • 24.8.0 - On Premise
      • 23.140.0 - On Premise
      • 23.126.0 - On Premise
      • 23.102.0 - On Premise
      • 23.70.0 - On Premise
      • 23.22.0 - On Premise
      • 22.132.0 - On Premise
      • 22.123.0 - On Premise
  • 🚀Product updates for public and private clouds customers
    • Product updates
      • 25.56.0 - public and private cloud
      • 25.52.0 - public and private cloud
      • 25.47.0 - public and private cloud
      • 25.36.0 - public and private cloud
      • 25.33.0 - public and private cloud
      • 25.18.0 - public and private cloud
      • 25.10.0 - public and private cloud
      • 24.135 - public and private clouds
      • 24.130 - public and private clouds
      • 24.126.0 - public and private clouds
      • 24.108.0 - public and private clouds
      • 24.101.0 - public and private clouds
      • 24.93.0 - public and private clouds
      • 24.88.0 - public and private clouds
      • 24.83.0 - public and private clouds
      • 24.71.0 - public and private clouds
      • 24.63.0 - public and private clouds
      • 24.50.0 - public and private clouds
      • 24.33.0 - public and private clouds
      • 24.8.0 - public and private clouds
      • 23.140 - public and private clouds
      • 23.126.0 - public and private clouds
      • 23.107.0 - public and private clouds
      • 23.92.0 - public and private clouds
      • 23.70.0 - public and private clouds
      • 23.46.0 - public and private clouds 1/3
      • 23.46.0 - public and private clouds 2/3
      • 23.46.0 - public and private clouds 3/3
      • 23.22.0 - public and private clouds
      • 22.132.0 - public and private clouds
    • Release notes
      • 25.56.0 - public and private cloud
      • 25.52.0 - public and private cloud
      • 25.47.0 - public and private cloud
      • 25.36.0 - public and private cloud
      • 25.33.0 - public and private cloud
      • 25.31.0 - public and private cloud
      • 25.24.0 - public and private cloud
      • 25.18.0 - public and private cloud
      • 25.10.0 - public and private cloud
      • 24.135.0 - public and private clouds
      • 24.130 - public and private clouds
      • 24.126.0 - public and private clouds
      • 24.114.0 - public and private clouds
      • 24.108.0 - public and private clouds
      • 24.101.0 - public and private clouds
      • 24.93.0 - public and private clouds
      • 24.88.0 - public and private clouds
      • 24.83.0 - public and private clouds
      • 24.71.0 - public and private clouds
      • 24.63.0 - public and private clouds
      • 24.50.0 - public and private clouds
      • 24.33.0 - public and private clouds
      • 24.8.0 - public and private clouds
      • 23.140.0 - public and private clouds
      • 23.126.0 - public and private clouds
      • 23.107.0 - public and private clouds
      • 23.92.0 - public and private clouds
      • 23.70.0 - public and private clouds
      • 23.46.0 - public and private clouds
      • 23.22.0 - public and private clouds
      • 22.132.0 - public and private clouds
      • 22.123.0 - public and private clouds
    • 📢AQUA NEWS
      • Upcoming new storage options for On-premise deployments
      • 🔒 Rate Limits for Public Cloud Users
      • Preview of aqua's public API
      • aqua is now ISO 27001 certified and DORA Compliant
      • Upcoming changes to aqua API
      • AI Copilot launching for All public clouds users on January 27th!
  • 📹Capture
    • What is Capture?
    • Chrome extension installation
    • Capturing in Incognito mode
    • Using Capture with Edge
    • Capturing with video
      • Option to enable mic when capturing a screen and adding voice notes
      • Option to pause/resume while capturing the video
        • Masking sensitive information while capturing
    • Capturing with screenshot
    • Running a test execution
    • Last minute session replay
    • Masked inputs while creating captures
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  • Ribbon Bar
  • Details
  • Description
  • Navigation Bar
  • Path

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  1. Items
  2. General item capabilities

Creating and Editing Items

PreviousGeneral item capabilitiesNextCopy item to a target project or duplicate within a project

Last updated 1 year ago

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New items, such as requirements, test cases, test scenarios or defects can be easily created using the New button in the upper left corner of the ribbon in the navigation module. The item is created in the currently selected folder in the Project Browser. You can either select the type of item you want to create from the drop-down list, or simply click New to create a new item of the same type from the tab in the Item Browser you are currently in.

The new item is then opened in a new tab and can be edited and saved there.

The following areas are included in all items:

  1. Ribbon Bar

  2. Details

  3. Description

  4. Navigation bar

  5. Path

Ribbon Bar

The ribbon bar gives you quick access to various actions and functions for the opened item. Any changes you make will not be sent to the aqua server until you save them. As long as no changes are made, the Save and Save & Close buttons are inactive. Alternatively, you can use the familiar Ctrl+s or Ctrl+shift+s shortcuts to save or save and close your changes at any time.

The Copy Link button copies a link to the selected item to the clipboard, allowing it to be sent, for example by email.

Print allows you to print all the information about the item, such as details, description, attachments, dependencies or even the history.

The Workflow Preview shows you the configured workflow, if one exists. The workflow shows which states are available and which transitions are allowed. The workflow itself is activated and configured in the Workflow Configuration.

In the Notification area, you can pass the information about the open item directly to other users, or add yourself as a watcher to track any changes made to the item.

In the Create Dependent Item area, you can create other items with dependencies to this item. The 'Test it!' button allows you to directly execute linked test cases for requirements and defects.

Under Help, you will find a link to the aqua wiki, which will automatically take you to the relevant chapter for the selected item.

Details

Details allow you to enter basic information about the item, such as its name, status or priority. The fields displayed are fully configurable for each item type in the Template Configuration of a project. For example, field names can be changed, they can be removed/added, default values and allowed value ranges can be defined, and custom fields and their values can be added.

The following field types are available:

  • Selection fields,

  • Multiple selection fields,

  • User fields,

  • User multiple selection fields,

  • Date fields,

  • Number fields,

  • Text fields.

Text fields also allow you to add a link to a web page that can be opened directly from within the field. To do this, you must use the correct formatting, i.e. the link must start with 'http(s)://'.

Mandatory fields are marked with an asterisk and must be filled in to save the item. These mandatory fields are defined in the workflow configuration. The name will always be a required field. Some fields are also filled in automatically, such as the creator or creation date. Each item is automatically given a unique ID (across all projects) after creation, starting with RQ (Requirement), TC (Testcase), TS (Testscenario) or DF (Defect).

Once you edit an item, it is locked for other users. Users can still open the item, but cannot edit it. Once the item has been saved and closed, it can be edited again by other users. To simplify the workflow, the user who locked the item can be contacted directly from within aqua.

Description

The description allows you to specify and format the content of an item. You can create formatted text, hyperlinks, tables and graphics, as well as copy and paste content from other documents (*.doc, docx, rft, txt). When you click in the description field, the editor appears at the bottom of the description field.

Navigation Bar

Path

At the bottom of the opened item, you will find the path where the item is located, as well as the aqua version. You can also move the item to a different folder by clicking the edit icon, selecting the folder you want to move it to, and selecting the check mark in the top right corner.

Item Details view

When you create a new item, you can also define a that will be used when you create other items of the same type.

Locked item caused by other user's edition

Here you can format the text and insert pictures and screenshots using the picture symbol , insert link using the link symbol or insert tables using the tables symbol . In the table properties, you can easily edit the number of the rows and columns.

Screenshots can also be easily copied and pasted from the clipboard. You can also take a screenshot directly by using the screenshot icon , edit it in aqua and paste it into the description. Use the three dots on the right of the editor to access additional formatting:

Additional options of the editor bar

In the navigation bar on the left, you will find the Details, Files, History and Dependencies sections for all item types. In Requirements, Test Cases and Test Scenarios and Defects you will also find the Discussions area. Depending on the item type, additional areas may be available, see also , , and .

template
Requirements Management
Test Management
Test Scenarios
Defect Management
New item button
New item view
Editor bar within the Description field
Changing the item's path