Test Manager user guide

To organize the default, flat list display of your objects (Requirements, Test Cases, Test Sets) into meaningful structures, apply the available grouping and filtering criteria, and then save the resulting views as virtual, dynamic folders you can switch between with ease.

There are two types of views: the Default view (the flat view) and the custom structured views (created by users via grouping and filtering). In addition, you can keep the structured custom views that you create private or share them with other project members by making them public.

At a glance, you can create custom structured views by applying one or both of the following methods combined:

You can group your objects by custom field definitions of the type Label.

Consider the following scenario. You want to check the test cases which were run in a particular sprint, on a specific application component. You also want to check the sprint and the component for test “GUJDM:15”. You navigate to the Test Cases view, but it is difficult to obtain this information from the Test Cases list.

Here is what an end-to-end flow would look like:

Figure 1. Test Cycle custom field

Figure 2. Product Component custom field

2. Go to Test Cases. 3. Select Group by, and select "Test Cycle".

Figure 3. Group by Test Cycle

4. In the left-hand side Group by panel, consult the sprints and the number of associated test cases in brackets. Select a sprint and check the test case details. The “Unspecified” category includes all the test cases which do not have a custom field attached to them.

Figure 4. Group by Test Cycle - panel

5. From the Group By dropdown, select “Product Component”. Consult the components and the number of associated test cases in brackets. A structure emerges, allowing you to view if several test cases were run for a component or if a component was tested across several sprints.

Figure 5. Group by Product Component - panel

6. Next, apply filters or save your changes as a custom structured view.

Figure 6. Filter criteria for custom structured views

3. Select Group by, and select or clear the check boxes of the custom fields. 4. Select Apply. 5. Sort your groups. In the Group by panel, sort your groups ascending or descending using the available sort options. The Unspecified category is always last, irrespective of the sorting option you choose. 6. To revert your changes, in the Group by panel, select Remove.

You can filter the objects by their native properties (such as Updated by, Studio Project, and others).

You want to check all the test cases which failed for the “Accounting” product component.

Here is what an end-to-end flow would look like:

Figure 7. Grouping and filtering in a custom structured view

Figure 8. Filter criteria for custom structured views

3. To manage the columns that are displayed in the table, select Columns, and select or clear the check boxes of one or more native properties of the object. Select Apply. 4. To have a filter appear as a standalone selection criterion in the filter bar, select More filters, and select or clear the check boxes of native properties or of custom fields (of the type label). Select Apply. To remove a filter from the filter bar, select More filters > Clear selection. 5. To view objects updated by you or other users, select Updated by, and select or clear the check boxes of one or more users. Select Apply. To revert your changes, select the x sign next to Updated by. 6. To bulk update the custom field (of the type label) for several data objects, select the check boxes of one or more objects, and then select Update. In the Update labels and custom fields pane, select a custom field, and perform the operation of interest: Add values, Remove values, Clear all values.

There are two types of views: the Default view (the flat view) and the custom structured views (created by users via grouping and filtering). In addition, you can keep the structured custom views that you create private or share them with other project members by making them public.

Save a combination of grouping and filtering criteria as a named custom view so you can quickly return to the same filtered perspective without reconfiguring the filters each time.

Figure 9. Filter criteria for custom structured views

2. Apply the available grouping and filtering criteria. 3. To save you custom structured view, go to the end of the filter bar, expand the Views menu, and select Save new view. 4. In the Save new view window, give your view a name (in the Label field) and decide whether to keep the new view private or set it to Public for other users to access and edit. Select Save to confirm changes.

Figure 10. Save New View for custom structured views

Switch between the default flat view and any custom structured view to change the grouping and filtering applied to the object list.

Figure 11. Switching between custom structured views

Modify the grouping or filtering criteria of an existing custom structured view and save the changes so the view reflects an updated set of filters.

Rename a custom structured view or change its visibility between private and public to control which project members can access it.

Permanently remove a custom structured view that is no longer needed from either your private or shared views collection.

Clone, make public, or make private a custom structured view to reuse its configuration or adjust who can see it in your project.

Figure 12. Operations with custom structured views

Reset all active filters on a custom structured view to return to an unfiltered state while keeping the view definition intact.

The filters are saved as a view and applied to the Requirements page. You can switch between personal and public views to quickly filter requirements.