Documentation - aqua cloud
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🇬🇧 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
      • 25.52.0 - 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
      • 25.52.0 - 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
      • 25.52.0 - 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
      • 25.52.0 - 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
Powered by GitBook
On this page
  • Structure
  • Default Fields (Fixed)
  • System Default Fields
  • Custom Fields
  • Adding new field
  • Re-arranging fields
  • Showing/hiding fields
  • Adding Dividers ( ex. Groups)
  • Modifying fields in a live project

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  1. Project configuration

[NEW] Project template configuration (fields)

We’ve completely redesigned the Project Template Configuration page to improve clarity, flexibility, and user experience. This article walks you through all key changes and how to work with the new interface.

Key changes:

  • Fields are now organized into two categories:

    • Visible fields: appear on the item page

    • Hidden fields: exist in the template but aren’t shown in the item view

  • You can toggle the Hidden fields panel using the switch in the top-right corner (enabled by default).

  • Save applies all changes made per item type (Requirement, Test case, etc.)

  • If you switch tabs with unsaved changes, you’ll be warned: "You have unsaved changes"

  • If no changes are made, the Save button remains inactive.

Structure

  • Visible Fields: Displayed on the item page in the same order and layout as on the template page.

  • Hidden Fields: Not shown on the item page.

Default Fields (Fixed)

  • ID and Name:

    • Always visible

    • Cannot be removed, hidden, resized, rearranged or deleted

    • Can only be renamed

System Default Fields

  • Can be hidden, renamed, resized, or repositioned

  • Cannot be deleted

Field name
Type
Description

ID

ID

Is automatically generated when the item is created, is unique across all projects on a server and cannot be edited.

Name

String

Always displayed in the first line of the layout.

Status

Single-select list

This field is linked to the workflow. The possible status values ​​can be configured in the template configuration. The permitted status transitions and restrictions can then be defined in the workflow configuration.

Owner

User

Is automatically filled with the current user during item creation and cannot be edited.

Last Editor

User

Is automatically filled with the current user when there is a change to the element and cannot be edited.

Assigned to

User

This field is linked to the following notification settings:- Assign an item to me- Changes in items that are assigned to me

Date created

Date/ Time

Is automatically filled with the current date and time at item creation and cannot be edited.

Last modified

Date/ Time

Is automatically filled with the current date and time when the item is changed and cannot be edited.

Implemented in

Text (Auto complete)

This is a text field, which also remembers all previously entered values ​​and provides them as a selection list. Only used for requirements and defects.

Found Version

Text (Auto complete)

This is a text field, which also remembers all previously entered values ​​and provides them as a selection list. Only used for defects.

Valid for

Text (Auto complete)

This is a text field, which also remembers all previously entered values ​​and provides them as a selection list. Only used for test cases and test scenarios.

Progress

Decimal Number

In this field, the progress of an element can be tracked between 0% and 100% using a slider.

Sprint

Sprint

This field shows sprints that were created in the agile module in the desktop client.

Points

Decimal Number

In this field, points can be assigned to estimate the effort in agile projects. These are then also used in the agile module in the desktop client for the progress display in the burn-down diagram.

Custom Fields

  • Can be hidden, renamed, resized, or repositioned

  • Can be deleted

Limits

Type
Max # of fields per project
Description
Example

String

35

Used for short text values.

Name, note, link to a website

Decimal

20

Used for number values.

Points, currency, business values

Date

20

Used for calendar dates and time.

Date the defect was fixed, date until the test case should be executed

Dictionary (single selection):

25

Allows choosing one value from a list with predefined values.

Version, priority, significance

Dictionary (multi selection):

10

Allows choosing multiple values from a list with predefined values.

Affected system, requested customer

User (single selection):

20

Allows choosing one user from a list with the existing users of the project.

Mainly responsible user, project manager

User (multi selection):

5

Allows choosing multiple users from a list with the existing users of the project.

Team members

Rich Text Field

5

Used for rich text, such as comments, descriptions and pictures.

Comments

Adding new field

Click Add and choose field type

The field is added at the end of the Visible Fields list and the sidebar with field settings opens automatically

For all fields you can:

  • Give a field name

  • Resize fields using the Width option in the sidebar

  • Define if the field should always appear first on the item page when other fields occupy more space and could displace it in the layout by enabling New line option.

  • Move fields between visible/hidden sections by enabling/disabling Visibility switcher.

The layout in the configuration directly reflects the item page layout.

Re-arranging fields

You can re-arrange the fields by dragging and dropping them to needed position.

The fields movement follows the following logic:

  • When a user moves a field A to a specific place, then a field B over which a user hovers is highlighted and when a user drops a field A, then all fields are automatically re-arranged with taking over the empty space depending on the width (1,2,3 columns span).

  • If there is an empty space before the fields, then the fields are re-arranged from right to left with taking over the empty space

  • If there is no empty space the fields are moved from left to right.

Showing/hiding fields

You can hide the field either by using the field setting in the sidebar or by dragging it to the Visible fields area (if you want to enable them) or to 'Hidden fields section, if you want to hide them.

In this case, fields are just disabled, but not deleted.

Adding Dividers ( ex. Groups)

To logically separate and group fields, you can use Dividers. To adв a divider, click Add Divider.

Divider is added at the end of the list. Give it a name.

Then, move it by drag and drop to any place to separate and group the fields.

Alternatively, you can keep it at the same place and just select fields in the sidebar that should be placed under the divider.

You can set if the fields under the divider should be shown or hidden on the item page by default.

Please note that you can't hide divider like fields by dragging them to Hidden fields section. Divider can be only deleted.

Changes to the template apply when you click the Save changes button and become immediately visible on the item page.

Modifying fields in a live project

When you make changes to the project configuration in a running project, this can affect the existing items.

Once the layout is modified and fields are moved, the new layout is applied to both new and existing items.

Therefore, in case you remove fields from the view (click on the green dot), the field will not be displayed in any existing items. However, the information stored in this field (e.g. the selection value of a selection field) remains in the database and is displayed accordingly when the field is added to the view again.

However, if you delete a field, this field is also deleted from all existing items, including the data stored in this field.

When you change the order of the selection values in selection fields or add new selection values, this will be displayed in both new and existing items. No existing entries will get lost or modified by these changes.

Once you rename values from a selection field this renaming will be applied directly in all existing items.

i.e. if you change the priority from "high" to "1 - High" in a live project, "1 - High" will now be displayed directly in all items for which "high" was selected.

If you delete a value from a selection field in the project configuration, this value is no longer displayed as a selection in new items, but is not deleted from existing items. The deleted value is therefore still displayed in existing items where it was selected. When you then open the selection field, this value is highlighted in red to show that it no longer exists and you can simply select one of the existing selection values and track this change in the history.

PreviousProject configurationNextShared value sets

Last updated 22 days ago

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Before deleting fields or selection values for items where these selection values are used, it is recommended to set the desired new selection values via a batch update or if necessary fill out new fields that are to replace the old fields. One quick way to do this, is to filter for the desired items (see ) and select them with Ctrl+a and perform the desired batch update (see ).

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