Search Test Plans

You can apply various filters to search test plans. The filter will be applied to the selected Test Plan Folder on the tree.

A. Key/Summary

You can search a particular test plan on the basis of its Key/Summary. Enter the Key or Summary in the text box and press the ENTER key.

B. Search on Other Test Plan fields

You can apply other additional filters like the following to search test plans. The filter can also be applied to custom fields.

Note: A maximum of 10 filters, including system as well as custom fields, can be selected at a time.

Label
Fix Versions
Components
Sprint
Status
Priority
Assignee
Reporter
Created By
Updated By

In addition to the “OR” operator to filter the test assets, you can filter the test assets using the “AND” operator for the Multi-Lookup List. It enables you to filter the entities having multiple similar values in their fields. For example, you can filter test cases that have both Label1 & Label2 in the Label field. The filter will search for those test cases in which both values are present in the Label field. There are a total of 10 test cases, out of which 3 test cases have Label1, 2 test cases have Label2, and 5 test cases have both the labels Label1 and Label2. So, the search output will display 5 test cases that have both the Label values.

The filter is available on these fields: Label, Components, Fix Versions, Multi-dropdown custom field, Labels custom field, Multi-users custom field, and Checkboxes custom field.

Apply Filters with Operators

Select more than one filter value for the field. The Operators option becomes visible on the drop-down. The filter considers “OR” as the default operator and applies it to filter the records, which displays records with either of the selected values.

Note: The operators are visible only on the selection of more than one filter value.

To change the operator, click on the Edit icon beside the “OR” operator.

The dropdown opens displaying two operators: “OR” and “AND”.

You can select “AND” as the operator to apply for the filter.

The filter applies with the operator “AND” and the output shows the records holding both values.

Save Filter

You can create customized filters and save them too for future use.

These filters can be saved with visibility either Public or Private.

Click on the filter drop-down and select the field to apply the filter on.

Once you apply the filter on records, you can also save it.

Click Save Filter to save the filter.

The Save Filter pop-up opens.

Enter the Filter Name on the pop-up.

Filters can be saved with visibility either Public or Private.

Public: Filter saved with Public visibility will be visible to all the users of the project.
Private: Filter saved with Private visibility will be visible only to the currently logged-in user.

Use Case: A project admin wants to create a Public filter “Priority_A” that is visible to all users in the Filter list. Hence, the user opts to set the visibility of the filter as “Public”.

Click Submit.

Now the filter is saved and applied.

A. Filter saved appears on the drop-down.

B. Copy Filter: You can copy the existing filter and save it with another name.

C. Update Filter: You can edit the current filter.

D. Reset Filter Values: You can reset/clear the criteria of the saved filter.

E. Remove All Filters: You can clear all the applied filters.

F. Collapse the Filter pane.

Clear selected Item

To clear the applied filter, open the Filter drop-down and click on the Clear Selected Item link.

Delete a Filter

To delete a saved filter, open the Filter drop-down and hover over the filter name. The Delete icon will become visible. Click on the Delete icon.