Documentation - aqua cloud
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  • 💻Web client
    • Getting started
    • General
      • Home page
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    • 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
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      • Configuration of the project notification templates
      • Troubleshooting
  • Projects and folders
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        • Migration from Testrail
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  • 🧩Modules
  • Navigation page
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  • Items
    • Requirements management
      • Requirements
      • Subrequirements
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    • 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)
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      • Attachments (files)
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  • 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
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    • Burndown chart template
  • Agile
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    • 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
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On this page
  • Configuration of predefined fields
  • Configuration of custom fields
  • Modifying fields in a live project

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  1. Project configuration

[OLD] Project template configuration (fields)

PreviousShared value setsNextShared value sets

Last updated 22 days ago

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This template is available to all aqua versions below 25.47

General configuration of Fields

Select your project in the project browser and click on the configuration menu in the upper left corner of the aqua header .

In the Project Configuration area, select the Template option.

A list with all item fields appears. In the bar on the bottom you can choose for which item type you want to add or edit the fields by clicking on the corresponding tab.

When you select a field from the list, you can change different properties depending on the field type, such as field name or field values.

Clicking the dot to the left of the field name either adds (green dot) or removes (red dot) a field from the selected fields. Only the selected fields are visible in the layout.

With 'Column Span' you can define how much space a field takes up in the layout and with 'Start new line' you can define that this field is at the first position in the layout in the respective row.

Configuration of predefined fields

Predefined fields are automatically available in every project configuration and cannot be deleted. However, they can be removed from the view or added to the view as described above.

In addition, the name can be changed for all predefined fields. The original name is still shown in the field list in brackets. The type of the predefined fields cannot be changed, but they can be partially customized; in particular, the field values ​​for bulleted fields can always be changed, added or deleted (e.g. in the 'Status' field). Besides, some predefined fields have special features, which are summarized in the following table:

Field name
Type
Special feature

Name

Text

Always displayed in the first line of the layout.

Id

Id field

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

Status

Enumeration

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.

Configuration of custom fields

To add a new custom field, click on 'Add custom field' in the ribbon bar. You can then select the field type and choose between the following field types:

Type

Max # of fields of this type 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

If you select one of these types, a field is created and you can choose the settings for this field. Then you can add the field to the selected fields by clicking on the red dot. You can then move fields in the list as described above. User-defined fields can also be removed by deleting them.

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.

By pressing the button, you can move fields in the list. This will also move the fields in the item's layout.

If you would like to get a preview of the changes, press on the ribbon.

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 ).

Views
Item Grid
Adding and removing fields
Preview item details block