Basic Folder Operations

1 Introduction
2 Creating a New Folder
3 Editing an Existing Folder Name
4 Copying Folder Link
5 Navigating Folders
6 Archiving a Folder
7 Deleting a Folder

Introduction

Folders help you store related test assets together, making them easier to organize and manage. To keep your test assets structured, you can create, rename, copy, move, archive, and delete folders.

Additionally, you can share folder links across multiple communication channels. Team members with the necessary access rights can directly access the folder and view its listed assets, ensuring smoother navigation and collaboration.

Creating a New Folder

You can create folders and sub-folders within the Requirement, Test Case, or Test Suite modules.

To create a new folder, perform the following steps:

Navigate to the specific module (Requirement, Test Case, or Test Suite).
Select the parent folder. By default, the root folder is selected.
Click on the parent folder.
Click New Folder.
Enter the folder name.
Click Create.

You can see the newly created folder in the folder list.

Editing an Existing Folder Name

You can rename an existing folder at any time.

To edit an existing folder name, perform the following steps:

Select the folder.
Click the Edit icon on the toolbar.
Edit the folder name and click on Update.

Copying Folder Link

You can generate a direct link to any folder in the test repository and share it for quick access. There are two approaches.

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A. Right-click on the Folder to Copy the Folder Link

Right-click on the folder to copy.
Select the Copy Folder Link option.

B. Copy the Folder Link from Breadcrumb Navigation

Go to the breadcrumb navigation in the module details page.
Hover over the folder name and click the Copy icon.

The folder link is copied to the clipboard. You can share this link using email or messaging apps. Users with necessary permissions can view all the assets listed in the folder.

Navigating Folders

You can browse through folders, view their contents, and navigate between the folders in a project using different navigation options.

Module Grid View

Use the expandable menu to navigate the project's folder structure. This menu displays the complete folder hierarchy, including subfolders and archived folders, all organized in a tree structure for easy access.

Module Details Page

Navigate through folders using the breadcrumb navigation at the top. Each folder in the breadcrumb is interactive. Clicking on a folder name takes you to that folder.

Archiving a Folder

Only users with ‘modify’ asset permissions can archive/unarchive assets and asset folders.

Archiving a folder hides all its assets, sub-folders, and their contents.

Archive a Folder

Select the folder you want to archive and click on the Archive icon on the header (Refer to image below).

View Archived Folders on Tree

To see archived folders, go to Basic Filters and check Show Archived Items.

Unarchive a Single Folder

Select Show Archived Items in Basic Filter. It sets the archived folders to visible.

Select the archived folder and click on the Unarchive icon on the header.

Impact of Archiving/Unarchiving Entities on Folders

Operation on Entities	Consequences on the Folder

Operation on Entities	Consequences on the Folder
Archive entities from the folder.	The folder will not be archived automatically.
Unarchive entities from an archived folder.	The folder will be unarchived automatically

Deleting a Folder

You can delete archived folders from all the modules.

To delete an archived folder, perform the following steps:

Select the archived folder.
Click the Delete icon on the toolbar.
Click Yes to confirm and delete the folder.

Note:

The root folder cannot be deleted.
Deleting a folder will remove all subfolders and entities within it.
The status of the parent folder will be updated across all scopes.
You can bulk archive multiple folders through Bulk operations.

Archive and Unarchive Multiple Folders

Refer to Folder Bulk Operations