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) Each section as a single table.

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. 

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

Be sure to check out the article on Tables in Bluerithm, including shortcodes that can be used to streamline the spreadsheet upload process: Tables for Forms.

That’s it for set up for a 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.

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