How to manage requirements folder?

User can categorize different requirements and create different folders to put them. User can add a new folder to the root or as a child of an existing

folder.

Use Case: The organization has received a bulk amount of project-related requirements from its clients. To manage these requirements, they need to be categorized. Requirements of similar categories are added to individual requirement folders.

The count of requirements in the folder hierarchy is displayed alongside the folder name. The count includes active + archived requirements.

For example, this is the folder hierarchy: Folder A → Folder B → Folder C

Folder A has 5 requirements, Folder B has 3 requirements, and Folder C has 2 requirements, then the count will be displayed as follows.

Folder A (10) <------ Parent Folder

Folder B (5) <------Child Folder

Folder C (2) <------Subfolder of Child Folder

Adding a Requirement Folder

Open the Requirements module. The tree/folder panel is expandable 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.

Click on the New Folder '+' icon to add a new folder.

The Add New Folder pop-up opens.

Enter the following fields to add a new folder:

Folder Name: Enter the name of the folder.

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

Note: The following permissions related to the Requirements module are set from Customization > Roles for individual roles.

View
Modify
Create
Delete
Import
Export
Link
Copy
Versioning

Make sure you have relevant rights to carry out the operation.

Editing a Requirement Folder

Select the folder on a tree and click on the Edit icon on the toolbar.

The folder detail screen opens in editable mode. Make the required changes.

Deleting a Requirement Folder

Before deleting a requirement folder, first, you need to archive it.

Archive Folders

Users can archive all the test assets in a folder at once. Archive folders across QMetry. Archiving folders will archive & hide all sub-folders and assets under it.

Use Case: Testers need a way to archive the folders so that they can hide the respective folders for the release and the cycle they have archived.

Archive a Single Folder

Select the folder which you want to archive on the tree and click on the Archive icon on the header.

Unarchive a Single Folder

Set "Show Archived Items" in Basic Filter. It makes the archived folders visible on the tree.

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

Bulk Archive Folders

Note: Archiving a folder will archive all the underlying assets under the folder.

On the folder panel, open the Cog icon and click on the Bulk Operations option.

Select Archive Folders as an operation to perform and click Next.

Select the folder/s to be archived and click on the Archive button.

The confirmation pop-up opens indicating “Archiving a folder will archive all the underlying assets under the folder.”

Click Yes to proceed.

Bulk Unarchive Folders

Note: Unarchiving a folder will unarchive all the test assets under it.

On the folder panel, open the Cog icon and click on the Bulk Operations option.

Select Unarchive Folders as an operation to perform and click Next.

The screen shows archived folders.

Select the folders you want to unarchive and click on the Unarchive button.

Viewing Archived Folders on Tree

Once a folder is archived, it will not appear on the tree.

To view the archived folder on the tree, switch to Basic Filters, select the Show Archived Items check box.

Select the archived folder on the tree and click on the Delete icon on the toolbar. The Delete icon is visible only for archived folders.

On deleting a folder, all the subfolders and entities within the folder will be deleted. The root folder cannot be deleted.