The Bulk Operation feature is provided to perform -
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From where to access the Bulk Operation feature?
Open Test Case module list view.
Click on the Con icon 
at the top right corner on the toolbar and select Bulk Operations.
The table below show what operations you can perform for different test assets.
| Module/Operation | Copy | Move | Edit | Delete | Archive | Export | ||
|---|---|---|---|---|---|---|---|---|
| Within Same Project | Across Project | Within Same Project | Across Project | |||||
| Requirement | Y | Y | Y* | Y | Y | Y | Y | |
| Test Case | Y | Y | Y | Y | Y | Y | Y | Y |
| Test Suite | Y | N | Y | N | Y | Y | NA | Y |
| Issue | Y | Y* | Y | Y | NA | Y | ||
| Platform | NA | NA | NA | Y | Y | NA | ||
* Requirements/Issues should have been created only in QMetry. Bulk Operations could not be carried out on requirements/issues imported from Jira.
Available Filters
- ID
- Summary
- Date Range: Select either Created Date or Updated Date, and the select the Date Range.
- Priorities
- Labels
- Status
- Releases
- Cycles
- Created By
- Owner
- Testing Type
- Folder
Bulk Edit
Step 1 Select the Edit operation you want to perform on the assets and click Next.
Step 2 Select assets: The next screen displays records with check box. Select assets on which you want to perform bulk operations by selecting check boxes and then click Next.
Step 3 Operation Details: The screen depends on the operation you selected in Step 1 above.
For example, for Edit operation, the screen opens with fields for editing bulk test cases.
Bulk Operations for Test Cases:
- Bulk link Test cases with Requirements.
- Bulk edit specific versions of test cases.
- Bulk link attachments.
- Bulk link Releases and Cycles.
Bulk Operations for Requirements:
- Bulk link Requirements with Test cases Issues.
- Bulk edit specific versions of Requirements.
- Bulk link attachments.
- Bulk link Releases and Cycles.
Bulk Operations for Test Suites:
- Bulk link Test suites with Platforms & Test cases.
- Bulk link attachments.
- Bulk link Releases and Cycles.
Once you are done changing field values, click either Save as New Version or Update for requirements/test cases. (In case of test suites, click Update.)
Bulk Comment
Go to Bulk Operations.
Step 1 Choose Operation: Select Edit as the operation to perform and click Next.
Step 2 Select records
- Select requirement records which are to be commented. If you want to add comment in all the requirements across pages then select the Select All (Across Pages) option.
- You can apply Filter to search specific records based on different criteria.
Step 3 Operation Details: The screen depends on the operation you selected in Step 1 above.
For example, for Edit operation, the screen opens with fields for editing bulk requirements.
- Add comments in the Comments field. Observe that the edited fields gets selected automatically.
- Save the changes, click either Save as New Version or Update for requirements/test cases. (In case of test suites/issues, click Update.)
Bulk Copy
Users can copy requirements within project and across project. The destination project should have the required user defined fields that are used in the source project.
A user can move/copy requirements to the destination folder or a root folder of destination project.
Requirement and specified version copy/move have the following options:
Go to Bulk Operations.
Step 1 Choose Operation: Select Copy as the operation to perform and click Next.
Step 2 Select records
1. Select test case records which are to be copied. If you want to copy all the test cases across pages then select the Select All (Across Pages) option. Maximum 1000 records can be selected at a time.
2. You can apply Filter to search specific records based on different criteria. It will help you pick required test cases and narrow down the test case count to be copied.
You can also view records of a specific folder by applying filter on Choose Folder.
3. Select requirement version options:
- Specific Version: If this option is selected, then the Version button appears clickable; clicking on it lists out all the available versions for the requirement.
- All Versions: if this option is selected, then the Version button is disabled. Users can not select a particular version of the requirement.
4. Click Next.
Step 3 Operation Details
- Project: You can copy requirements within same project and across projects. Select the destination Project/folder path you want to copy the selected requirements to.
- Owner: Select Owner of the requirements in the destination project. The Owner list is populated as per the Project selection above.
- Folder: Select the folder in which you want to copy the selected requirements. The Destination Path is displayed according to the Folder selection.
Bulk Move
The process is same as Bulk Copy except the version selection. Test Assets will be moved with all their existing versions.
What will be copied/moved with test assets?
Operation | Same Project | Across Project |
|---|---|---|
| Copy | For the selected /all versions it will copy assets with all attachments, linkage of requirements, test cases, release, cycle , issues (linked with Requirement ) | For the selected/all versions it will copy assets with all attachments |
| Move | For the selected /all versions it will copy assets with all attachments, linkage of requirements, test cases, release, cycle , issues (linked with Requirement ) | For the selected/all versions it will move assets with all attachments |
Bulk Archive
Archive Requirements/Test Cases/Test Suites
Go to Bulk Operations.
Select Archive as operation to perform and click Next.
Select requirement records which are to be archived and click on the Archive button. Confirm the operation on the dialogue window.
On the requirement grid pane, to view archived records along with other records, check the Show Archived check box.
The following operations will be available for archived assets:
- Unarchive: Unarchive selected requirements.
- Delete: Delete archived requirements.
Bulk Unarchive
- Go to Bulk Operations.
- Select Unarchive as the operation to perform and click Next.
- The screen shows archived records.
- Select the records you want to unarchive and click on the Uarchive button.
Bulk Delete
All the versions of requirement/test case should be archived to delete that particular requirement/test case.
It is a two steps process:
- Archive assets
- Delete archived assets
Step 1 Choose Operation: To delete requirements, select Delete as operation on screen and click Next.
Step 2 Select records: The screen shows archived records. Select records you want to delete by checking check boxes. To select all the records across pages select the Select All option.
Once you are done with selecting the records, click on the Delete button. Confirm the operation on the dialogue window that pops up.
The success message appears with the options to:
- Go Back: It will navigate you to the module screen.
- Perform another operation: Clicking on the button will navigate you to the Step 1 of Choose Operation.
Bulk Export
Go to Bulk Operations.
Select Export As XLSX/Export As CSV as the operation to perform and click Next.
Select records you want to export and click Next.
Refer to Export from QMetry for more details on Export.
View the Progress of Bulk Operation
When you complete the bulk operations, the message pops up to view notification for the operations. You can view the progress in the notification window on the application header. This allows scheduled operations to run in the background and allows users to continue with their other work.
Check the notification window on the application header. It shows the list of Activities.
Scheduled Task
Click on the Scheduled Task 
icon the application header. The Scheduled Task icon turns Orange in color whenever any of the following actions is initialized. The icon color changes to original as soon as you click on it to view the task status.
- All bulk operations
- Import - IS, TC, TS, RQ
- Export - IS, TC, TS, RQ, Test execution
- Project clone
The screen shows all the activities completed or in queue.
