Introduction

QMetry allows its users to export test cases out of QMetry in Excel, Word and PDF.

Use Case: Exporting test cases to Excel gives a tabular view of test case details and excel is used for re-import the test cases into QMetry. Exporting test cases to PDF/Word is useful for sharing assets in a printable format with users outside QMetry.

→ Required Permissions: Users should have the “Export” permission of the Test Case module to export test cases. Role-based user access control for the module is managed under Customization > Roles. If the role assigned to the user does not have right to export test cases, the Export option will appear in the disabled mode for that user.

You can export details of test assets in XLSX, CSV, Word and PDF.

Export Test Cases to Excel

Steps:

1. Go to the Test Case module.

2. Select the folder on the tree.

3. The content on grid pane at the right depends on the folder that you selected on the tree. The grid pane at right displays test case records for the folder.

You can apply Filter criteria to test case records to export only preferred test cases.

4. Click on the cog icon  at the top right corner on the toolbar and select Export.

The next screen opens to select the format to export the test assets.

5. Select from XLSX / CSV and click Next.

6. Select records: Select test cases you want to export by selecting individual test cases. Once you are done with selecting test cases, click Next.

7. Test Case Export Options

Select options to export test case:

Test Case Export Options

Field Export Options

8. Click Export.

The confirmation window pops up. Click "Yes" to proceed.

A message pops up to view notifications for the export progress. You can view the progress in the notification window on the application header. This allows scheduled exports to run in the background and allows users to continue with their other work.

To download the xlsx/csv file, go to the Scheduled Tasks section.

Refer to Notification Window for Export Progress for more details.

Export Test Cases to PDF

You can export a single test case as well as bulk test cases to PDF.

Export a Single Test Case to PDF

Open the test case details page. To export the test case detail to PDF, click on the PDF icon on the header. The page orientation will be Portrait by default. You can select the page orientation Portrait or Landscape and also set it as the default page orientation for every PDF/Word export.

→ Required Permissions: Users with the "View" permission for the Report module and “Export” permission for the Test Case module can export a single test case to PDF. The PDF icon is visible to the users with the required permissions. Role-based user access control for the module is managed under Customization > Roles.

The PDF containing the test asset details is downloaded.

eSignature feature: If the eSignature feature is enabled for project, then the report also includes Approval Workflow details for the test case.

Export Test Cases in Bulk to PDF

Users can export bulk test cases to PDF.

The feature enables users to export test cases into PDF, which makes it easy for users to print and store the test case details in hard copies. It saves users time in exporting individual test cases into PDF.

You can sort test cases in the required order before bulk exporting them to a PDF.

1. Go to the Test Cases module.

2. Click on the cog icon on the toolbar and select Export.

3. Select the PDF option and page orientation Portrait or Landscape.

4. Click Next.

5. Select test cases you want to export the details of. Make sure you sort the records as per your requirement to display them on the PDF.

6. Click Export.

A confirmation message pops up. Click Yes to proceed.

7. To export the PDF, go to Scheduled Tasks.

You can download the PDF from Scheduled Tasks section.

Export Test Cases to Word

You can export a single test case as well as bulk test cases to Word.

Export a Single Test Case to Word

Open the test case detail page. To export the test case details to Word, click on the Word icon on the header. By default, the page orientation will be Portrait. You can select the page orientation Portrait or Landscape and also set it as the default page orientation for every PDF/Word export.

→ Required Permissions: Users with the "View" permission for the Report module and “Export” permission for the Test Case module can export a single test case to Word. The Word icon is visible to the users with the required permissions. Role-based user access control for the module is managed under Customization > Roles.

The Word file containing the test asset details is downloaded.

→ eSignature feature: If the eSignature feature is enabled for project, then the report also includes Approval Workflow details for the test case.

Export Test Cases in Bulk to Word

Users can export bulk test cases to Word.

Use Case: QA teams share the test case details with support or other teams, who do not have access to QMetry, to get to get their feedback. Members of the support or other teams provide their comments in the Word or edit to make necessary changes before sharing ahead.

You can sort test cases in the required order before bulk exporting them to a Word.

Steps:

1. Go to the Test Cases module.

2. Click on the cog icon on the toolbar and select Export.

3. Select the Word option and page orientation Portrait or Landscape.

4. Click Next.

5. Select the test cases you want to export the details of. Make sure you sort the records as per your requirement to display them in the Word file.

6. Click Export.

A confirmation message pops up. Click Yes to proceed.

7. To download the Word file, go to Scheduled Tasks.

You can download the Word file from the Scheduled Tasks section.