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• Organize test cases into folders and sub folderssubfolders

• Add and Edit test cases manually

• Import test cases from Excel and Jira

• Execute test cases for ad-hoc testing

• View the status of individual test cases

• Link relevant requirements to test cases

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• Show More Columns: The ability to add columns in the view. If there are other columns that you think important to display on the module grid apart from the default view, then you can just select those columns to add them to the view.

• Hide Columns: The ability to remove a column from view. If you do not want to include columns of less important on the module grid view, then remove column selection to hide those columns on the view.

Users can show/hide the Testing Type field in the Test Case module. If users want to use their own UDF instead of this field, they can hide it. The setting is provided in the Manage Fields section of the Customization module. Refer to Manage Fields for more details.

• Re-arrange: The ability to arrange the columns in a different order through drag and drop functionality.

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To open the test case detail page in a new tab/window,   right-click on the Test Case Key in grid view. Opening test cases in different tab/browser makes a comparison between test cases easier. It also provides quick reference while working on multiple assets.

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Users can easily filter test assets by any system/custom fields on all module grids. It also helps users in carrying out bulk operations. Filters placed horizontally above the grid earlier, are now placed on the tree panel at left.

Testers can view details grid aligned with folder tree even when they are clicking a folder which is at the bottom.

Apply Filter

Users can apply basic as well as advanced filters to the records.

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B. Advanced Filters: If users need more fields to filter test assets then click on the '+' icon. It opens the drop-down with a list of additional system and user-defined fields corresponding to the module. 

Select the field you want to apply a filter on. The filter parameter is added as Advanced Filters. Apply filter as per your requirement.

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User Users can click on the '+' icon and select the field Entity Key to search test cases using comma-separated entity IDs (i.e. without specifying the complete Entity Key as described below).

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Users want to filter test assets on Priority, Entity Key, and Status, then click on the '+' icon and select the fields on the drop-down list as shown below.

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The tree/folder panel is expandable that which facilitates stretching of the area if you want to view longer folder names. You can also hover over the folder to view its full name.

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Enter the following fields to add a new folder:

• Folder Name: Enter the name of the folder.

Click Create.The new folder is reflected on the tree.

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On deleting a folder, all the sub folders subfolders and entities within the folder will be deleted. The status of the parent folder will get re-calculated in all the scopes that this folder was present in. The root folder cannot be deleted.

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• Summary: Enter the name of the test case.

• Priority: Select an option from the list.

• Labels: You can select multiple options from the list.

• Status: Select an option from the list, which contains values like New, Approved, In Progress, Ready to Review, etc. The list is customizable. User Users can add more list values from Customization > Lists.

• Use Case: Tester writes a test case based on requirement specifications and assigns this test case to the Testing Lead with the status “New”. The Testing Lead then reviews the test case and assign assigns the status “Reviewed” or “Ready”, if the test case is written properly.

• Owner: The drop-down list contains QMetry users having rights on to the current Project. Select the owner of the test case who will be executing it.

• Test Case Category: Select an option from the list e.g. Regression, Performance, Security.

• Estimated Time (In Minutes): Mention the estimated execution time of the test case in minutes.

• Description: Enter a description regarding the test case. Test Case Description can be added in either Plain Text or Rich Text.

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Note: To enable a rich text editor, the Enable Rich Text parameter should be enabled for the Project (Projects > Project / Release / Cycle). Refer to Enable Rich Text Editor for more details.

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• Testing Type: You can see this field on the test case detail page once a test case is created. The field shows how the test case was created in QMetry: Manual or Automated. If a test case is created through UI or imported from Excel, then it is identified as a manual test case. Test Cases that are created through Automation APIs are identified as Automated test cases. The Testing Type field remains read-only.

• User Defined Fields: If UDFs are added for the test case module, then they are displayed on the Create Test Case screen and Test Case Details screen.

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Note: QMetry allows you to use different versions of a test case for testing. Read more about it on the Managing Test Case Versions page.

Archiving a Test Case

All the versions of the test case should be archived to delete that particular test case.

Archiving Entire Test Case

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To delete a test case, first you need to archive it. All the versions of the test case should be archived to delete that particular test case.

It is a two step process:

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Deleting Entire Test Case

All the versions of the test case should be archived to delete that particular test case.

A. From Test Case detail page

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Use Case: Users link requirements with related test cases for testing. Testers get the idea of what is developed by studying requirements and on that basis, they write test cases to describe how to test the developed application. Thus, linking the test case with the requirement gives relevance between the two what is developed and what to test.

Requirements can be linked to the test case through the Requirements tab available on the Test Case details page and Test Case edit screen.

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• You can select a particular Version of the requirement to link to the test case. Requirements with multiple versions are expandable.

• Use Case: Each version of the requirement is expandable so that users can view details of all versions at in one place.

  Expand the requirement and select the required version to link with the test case.

• Filter: When you click on Filter, it displays multiple criteria to filter the records within and across projects. Labels and Folder path filters are also added for the ease of searching the records.
  

• Requirement of Release & Cycle of this Test Case: The Checkbox will not be available when you are viewing test assets of other projectprojects. Select the check box to view only those test cases that are associated with the same Release and Cycle to which the test case is linked.

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If you want to link requirements from multiple projects, then first select one project. Search records and link them before moving to other projects. For example, User A is in Project 1 and searches for some records and link links them before moving to Project 2. ElseOtherwise, all the selection selections of Project 1 will be wiped off.

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B. Linking Multiple Requirements: Select the requirements that you want to link and click on the Link Selected Requirements button at the bottom.

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You can see the selected requirement(s) is are synced with the latest version of the test case.

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Linking Test Suites to Test Cases

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You can apply multiple criteria to filter test suites suite records within and across projects.

Note: User  Users should have 'Modify' rights of the Test Suite module in the targeted project from which the test suites are being linked.

Open the Test Executions tab and Click click on the Link Test Suites button. It opens opens the Link Test Suites pop-up.

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If you want to link test suites from multiple projects, then first select one project. Search records and link them before moving to other projects. For example, User A is in Project 1 and searches for some records and links them before moving to Project 2. ElseOtherwise, all the selection selections of Project 1 will be wiped off.

A. Linking a Single Test Suite: Click on the Link icon to link the individual test suite to the test case.

B. Linking Multiple Test Suites: Select the test suites that you want to link and click on the Link Selected Test Suites button at the bottom.

The selected test suites are linked to the test case. The linked test suites suite records are shown on the Test Executions tab on the test case details page.

View Archived Test Runs

An execution/test run is archived when either Platform/Release/Cycle/Test Suite is archived. When a test suite, platform or Release/Cycle is archived, the test executions having such test suite/platform/release/cycles associated with them will be hidden on the Test Executions tab of the test case.

The Show Archived Records check box is provided on the Test Executions tab. To view the test runs which are archived either due to platforms/release/cycles, select the check box in the filter.

While import any change in the status of such archived test case executions will be ignored.

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If test suites from other project are linked, then the test suites show Entity Key of the corresponding project.

To view the test suite off other project, click on the Test Suite Entity Key. It opens the test suite detail page in the respective project and will change your current project.

In case of eSignature feature:

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eSignature in current Project

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eSignature in Test Suite Project

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Can test suites be linked with the test case?

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disabled

enabled

No

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A. Clear Filter Values

The Clear Filter Values option provides users with improved flexibility, efficiency, and usability in managing and reusing Advanced Filters for important data that may not be easily accessible by default. This option only clears out the values in the filters without removing the fields themselves. It enables users to start fresh with the same set of fields, allowing them to adjust their filter criteria without having to recreate the entire filter setup each time. It preserves empty fields in the filter just like fields with values and allows users to easily modify and refine the filter criteria without losing the content of the set fields. Here, empty fields in the filter will consider all records.

B. Reset Filters

The Reset Filters option will reset the filter to default. All the selected fields for Advanced Filter will be removed from the filter.

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View Archived Test Runs

An execution/test run is archived when either Platform/Release/Cycle/Test Suite is archived. When a test suite, platform, or Release/Cycle is archived, the test executions having such test suite/platform/release/cycles associated with them will be hidden on the Test Executions tab of the test case.

The Show Archived Records check box is provided on the Test Executions tab. To view the test runs that are archived due to platforms/release/cycles, select the check box in the filter.

While importing any change in the status of such archived test case executions will be ignored.

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If test suites from other project are linked, then the test suites show Entity Key of the corresponding project.

To view the test suite off other project, click on the Test Suite Entity Key. It opens the test suite detail page in the respective project and will change your current project.

In case of eSignature feature:

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• Test Suites key will be ignored if relevant test suite with that key is not found.

• If a single key is mentioned multiple times, it will be linked only once.

• Archived test suites will be skipped from linking. Only unarchived version of entities will be linked.

• Skip Duplicate Linkage is "On": If the test case is already linked with a test suite, then the linked test suite will be skipped. Only those test suites will be linked which are not yet linked with the test case version from where the linking is being performed.
  

• Skip Duplicate Linkage is "Off": The test case version from where the test suite is being linked, that version will get linked to all the test suites.
  

Steps

1. Go to the Test Executions tab of the test case.

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3. It opens the Link Test Suites pop-up. Mention comma-separated Test Suite keys.

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The test suites with the mentioned keys get linked to the test case.

The Test Executions tab shows the last execution build for the test suite. It is useful when a QA Manager/Tester wants to see the latest Build against which the execution was done on the 'Test Executions' tab of the Test Case screen.

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View Test Run Logs

Test run logs to test case cases are attached at the test run level. These logs are available to view and download on the Test Executions tab of the test case details page. If a test suite has an attachment(s) attached to it, then the Attachment icon is displayed in Blue color for that test suite. Only test case-level attachments will be displayed here.

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Use Case: Calculation of Execution Time and Remaining Time for the test suite is useful for the QA Manager in Test Planning as it gives accurate estimates for the test suite. These test case level estimates refine are refined each time a test suite is executed. Testers can make recommendations to have the test estimates revised based on the last few executions in different environments.

Two columns Execution Time and Remaining Time are added on to the grid at the following places in the application:

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The following example shows the calculation of both – Execution Time and Remaining Time.

Execution Time = 14

Remaining Time = 9

Linking Issues to Test Cases

The Issues tab on the test case details tab shows all the Execution Time = 14

Remaining Time = 9

Linking Issues to Test Cases

The Issues tab on the test case details tab shows all the issues linked to the test case from the test execution screen.

You can link issues directly to the test case without executing the test case through test suites. It makes the tracking of issues related to the the test case easier. You can link internal as well as external tracker issues to test cases.
Use Case: Testers are confirmed that the issues are related to a particular test case, and they don't want to execute the test case just to link those issues to it. Hence, they want a way to directly link issues to a test case.

On test case list view, the Linked Issues Count for the test case will show unique count of issues linked to the test case from the test execution screen.

You can link issues directly to the test case without executing the test case through test suites. It makes the tracking of issues related to the the test case easier. You can link internal as well as external tracker issues to test cases.
Use Case: Testers are confirmed that the issues are related to a particular test case, and they don't want to execute the test case just to link those issues to it. Hence, they want a way to directly link issues to a test case.

On test case list view, the Linked Issues Count for the test case will show unique count of issues linked to the test case - issues linked directly or through execution.

Steps:

1. Go to the Issues tab of the test case details page or test case edit page.

2. Click on the Link button.

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It opens the Link Issues pop-up with the list of issues.

You can apply Basic Filters as well as Advanced Filters on the Link Issues screen, which allows quick filter of test cases to link with the requirement.

You can easily filter test cases by any system/custom fields for the ease of narrow down the search for required issues.

(A) Basic Filters: By default, basic filter fields are provided to filter the records.

(B) Advanced Filters: If you need more fields to filter test assets then click on the '+' icon. It opens the drop-down with a list of additional system and user defined fields corresponding the module. 

Select the field you want to apply the filter on. The filter parameter is added as Advanced Filters. Apply filter as per your requirement.

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- issues linked directly or through execution.

Steps:

1. Go to the Issues tab of the test case details page or test case edit page.

2. Click on the Link button.

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It opens the Link Issues pop-up with the list of issues.

You can apply Basic Filters as well as Advanced Filters on the Link Issues screen, which allows quick filter of test cases to link with the requirement.

You can easily filter test cases by any system/custom fields for the ease of narrow down the search for required issues.

(A) Basic Filters: By default, basic filter fields are provided to filter the records.

(B) Advanced Filters: If you need more fields to filter test assets then click on the '+' icon. It opens the drop-down with a list of additional system and user defined fields corresponding the module. 

Select the field you want to apply the filter on. The filter parameter is added as Advanced Filters. Apply filter as per your requirement.

A. Clear Filter Values

The Clear Filter Values option provides users with improved flexibility, efficiency, and usability in managing and reusing Advanced Filters for important data that may not be easily accessible by default. This option only clears out the values in the filters without removing the fields themselves. It enables users to start fresh with the same set of fields, allowing them to adjust their filter criteria without having to recreate the entire filter setup each time. It preserves empty fields in the filter just like fields with values and allows users to easily modify and refine the filter criteria without losing the content of the set fields. Here, empty fields in the filter will consider all records.

B. Reset Filters

The Reset Filters option will reset the filter to default. All the selected fields for Advanced Filter will be removed from the filter.

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Selecting Issues Across Projects:

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Select issues that you want to link to the test case.

The Filters will populate only for the selected Project.

If you want to link issues from multiple projects, then first select one project. Search records and link them before moving to other projects. For example, User A is in Project 1 and searches for some records and link links them before moving to Project 2. ElseOtherwise, all the selection selections of Project 1 will be wiped off.

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