test-manager
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- Getting started
- Project management
- Documents
- Working with Change Impact Analysis
- Importing Orchestrator test sets
- Creating test sets
- Adding test cases to a test set
- Assigning default users in test set execution
- Enabling activity coverage
- Enabling Healing Agent
- Configuring test sets for specific execution folders and robots
- Overriding parameters
- Cloning test sets
- Exporting test sets
- Applying filters and views
- Searching with Autopilot
- Project operations and utilities
- Test Manager settings
- ALM tool integration
- API integration
- Troubleshooting
Test Manager user guide
Last updated Feb 18, 2026
You can apply filters and store them in views for your test objects. Depending on the scope of a view (personal or public), you can persist the view containing the filters for a user or for all users within the project.
The available filters that you can apply are similar to the ones that appear in the
Columns type of that section, consisting of:
- Properties native to a test object (such as Labels, Updated by, Source, and others)
- Custom labels
Follow these steps to customize your filters and view:
- Go to the desired test object section (i.e. Requirements) and select Filters.
- Select Add filter to
choose the filters that you want to apply.
When you select the filter, also select the value that you want it to have.
- Select Apply to include the filters in your view.
- To save these filters as a view, select Views, and then Save view.
- In the Save view window,
choose to create a New view or Update an existing view with the
filters.
Decide whether to keep the new view private or set it to Public for other users to access.
Important: Public views can be edited by other users. - Select Save to confirm changes.
- To apply a view that you created,
select Views, and then Open views.
- Choose a personal view
(My views) or a Public view.
You can also change the visibility of your created views between private and public, according to your needs.
- Select the desired view and select Open to apply.
- Choose a personal view
(My views) or a Public view.
