Create and Manage Custom Forms and Checklists

Bluerithm gives you the flexibility to create a digital version of almost any type of checklist or form. Checklists and forms can be created using work in your project. (Here's an introduction to work if you haven't already seen it). 

A common way to build a custom form is to either A) enter each major section of the test as a work item, with the sub sections or individual tests/conditions entered into a table, or B) enter each section of the test into a single table.

A) Each major section from the original form as its own work item / section in the Bluerithm form.

B) An entire form in one work item / section.

The rest of this article will describe how to add a single section of an custom form.

Add a new work item. Each individual work item can represent a section of a form. 

The new work item dialogue will open.

Assign the form section. Each section within a form can be assigned to different users.

NOTE: Give the form a category that makes sense for how you’re organizing your project and how you wish to utilize reports. Example: Give all functional testing forms to a category called “Functional Performance Tests”. This will be useful not only for reporting, but for searching and filtering as well. 

You can use any categories required for your project workflow. 

Next, add the table(s) based on the format of your form. Click ‘Add Table’, and enter the number of rows and columns the checklist table will have.

The new table will be added, which can now be populated with the sections of the form. Click the ‘Download’ button from the buttons that were added with the table. The Download button will cause an .xlsx version of the table to download, which you can use to copy and paste your form into if desired, or can be edited from scratch, of course.

The ‘Open’ button can also be used to open the table directly to add and edit table data.

If the downloaded spreadsheet was used to edit the table, save it to a known location, the use the ‘Upload’ button to load the spreadsheet data into the table.

That’s it for set up for an custom form in BlueRithm.

If there are issues found related to a section of the form, you can attach issues directly to the section of the form the issue is related to.

Review the reports article for details on running reports specifically related to your different categories of checklists, forms, and other work.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us