Repository Templates
Repository Templates control the field layout shown when creating or editing a test case. Each template is a named collection of Case Fields with per-template configuration — required state, default values, and options.
The template list
The REPOSITORY tab in Admin → Templates displays all repository templates with the following columns:
| Column | Description |
|---|---|
| Name | The template's display name |
| Projects | "All Projects" badge, or a count of specifically assigned projects |
| Enabled | Toggle — enabled templates are available for selection; disabled templates show "(Unavailable)" in case creation forms |
| Default | Toggle — exactly one template is the workspace default; it is auto-selected when creating a new case |
| Actions | Edit, Delete |
Use the search box to filter templates by name.
The default template
Every workspace has exactly one default repository template. The default template is:
- Auto-selected when a user opens the Create Case form — users can switch to another template, but the default loads first
- Cannot be deleted — the Delete action is disabled on the default template; to delete it, first set another template as default
- Always enabled — setting a template as default automatically enables it
- Always available in every project — the default template ignores project assignment and is accessible workspace-wide
To change the default: click the Default toggle on any other enabled template. The previous default remains in the list but is no longer the default.
How templates work with fields
Templates reference Field definitions from Admin → Fields. When you add a field to a template, you configure how that field behaves within this specific template:
| Configuration | What it does | Applies to |
|---|---|---|
| Required | Whether the field must be filled before the case can be saved | All field types |
| Default Value | Pre-populated value shown to the user when the template loads | All field types |
| Options | Override the global option list with a template-specific list | DROPDOWN, MULTI_SELECT |
| Subfields | Rename, enable/disable, and reorder the 4 step slots | STEPS only |
Per-template configuration is independent. The same field can behave differently across two templates — for example, "Severity" might be required in a Bug Report template but optional in a Smoke Test template. Changes to a field's template configuration do not affect the field's global definition or its behaviour in other templates.
Fields in a template are displayed alphabetically to users. There is no drag-and-drop reordering.
Project assignment
The PROJECTS tab in the create/edit modal controls which projects can use this template:
- All Projects
- The template is available in every project. This is the default for new templates.
- Selected Projects
- The template is only available in the projects you explicitly list. Users in other projects will not see this template in the dropdown.
The default template is always available in every project regardless of this setting.
Create a template
- Click New Template on the REPOSITORY tab.
- Enter a Name for the template.
- On the TEMPLATE tab, add fields by selecting from the workspace's Case Fields. For each field, configure its required state, default value, and any option or subfield overrides.
- On the PROJECTS tab, choose All Projects or select specific projects.
- Click Save.
Edit a template
Click the Edit action on any template to open the edit modal. You can:
- Rename the template
- Add or remove fields
- Update per-field configuration (required state, default value, options, subfields)
- Change project assignment
Removing a field from a template does not delete the field definition or affect stored values on existing cases that used this template.
Enable and disable
Toggle the Enabled switch directly on the template row to enable or disable without opening the edit modal.
- Enabled — the template appears in the template dropdown when creating a case
- Disabled — the template shows as "(Unavailable)" in dropdowns; users cannot select it for new cases, but existing cases using this template are unaffected
Re-enabling a template makes it immediately available again. No data is lost when disabling.
Prefer disabling over deleting. A disabled template preserves all existing case data and can be re-enabled at any time with no data loss.
Delete a template
Click the Delete action on a template to permanently remove it. Before confirming, be aware of the impact:
- All cases currently using this template are reassigned to the default template
- Field values on those cases for fields that are not included in the default template will be permanently lost
- This cannot be undone
Deletion causes data loss. Deleting a template reassigns all its cases to the default template. Any field values for fields not present in the default template will be permanently deleted. Consider disabling the template instead.
The default template cannot be deleted. To delete it, first set another template as the default.