The Bulk Operation feature is provided to perform -
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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 | Approve | ||
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Within Same Project | Across Project | Within Same Project | Across Project | ||||||
Requirement | Y | Y | Y* | Y | Y | Y | Y | NA | |
Test Case | Y | Y | Y | Y | Y | Y | Y | Y | Y |
Test Suite | Y | N | Y | N | Y | Y | NA | Y | Y |
Issue | Y | Y* | Y | Y | NA | Y | NA | ||
Platform | NA | NA | NA | Y | 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.
Note: Bulk Operation can be performed on maximum 1000 records at a time. Different filters are provided to help you narrow down the test assets count and move ahead with bulk operation.
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.
Note: Users can carry Bulk Operation only on internal QMetry requirement/issues and not on requirements/issues that are imported from Jira.
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.
Use Case: Each version of the test case is expandable so that users can view details of all versions at one place.
Expand the test case and select the required version you want to edit.
Bulk Operations for Test Cases:
Bulk Operations for Requirements:
Bulk Operations for Test Suites:
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.)
Go to Bulk Operations.
Step 1 Choose Operation: Select Edit as the operation to perform and click Next.
Step 2 Select records
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.
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 test case version options:
Use Case: Each version of the test case is expandable so that users can view details of all versions at one place.
Expand the test case and select the required version you want to copy.
4. Click Next.
Step 3 Operation Details
Count of copied entities is displayed in the Scheduled Task window that can be opened by clicking on the icon on the application header.
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 |
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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 |
Archive Requirements/Test Cases/Test Suites
Go to Bulk Operations.
Select Archive as operation to perform and click Next.
Select test case records which are to be archived and click on the Archive button. Confirm the operation on the dialogue window.
To view archived records along with other records on the test case list view,apply Basic Filters on the tree pane.
Select the Show Archived check box.
The following operations will be available for archived assets:
All the versions of requirement/test case should be archived to delete that particular requirement/test case.
It is a two steps process:
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 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.
eSignature and Approval Workflow : Create a section - Bulk Approve - and provide link to this page.
Approve option of Bulk Operation is only available in Test Cases and Test Suites modules. Users can now approve test cases and approve/close test suites in bulk for e-Signature feature.
When QA Manager/Approver is confident about the test cases and test suites covered in the release & cycle, they prefer to approve them at a time instead of approving one by one.
2. Select Approve as the operation to perform and click Next.
The screen shows entity records.
Select the test cases you want to approve or test suites you want to approve/close.
Then click on the Approve button.
The confirmation message pops up. Click "Yes" to proceed.
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.
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.
The screen shows all the activities completed or in queue.