Personalized View

QMetry provides the ability to add/arrange/hide the columns on all test asset modules - Test Case, Test Cycle, and Test Plan, that enables users to customize the view of the test asset module. The customized view allows users to add the required fields on the grid which makes it easier for users to examine the test assets values directly from the grid view without navigating to the Test asset's detail page.

The page view can be customized by showing/hiding columns and applying filters to records.

The customized view for preferred columns can be automatically saved.

 

Manage Grid Columns

Customizing the columns allows you to organize your Test assets grid view by adding or arranging required columns. For example, you may want to inspect your Test assets with components of your application, or according to the assignee that will run them. Or you might want to view your Test Cycles along with execution results, priority or fix versions, etc.

Note: Summary, Priority, Status, Execution Result are the system default columns and they cannot be hidden or rearranged.

A user can view all the system-defined as well as custom-defined QMetry fields in a customized view. Refer https://qmetrysupport.atlassian.net/wiki/spaces/QTM4J/pages/967016533 .

Hide/Show/Rearrange Columns

Users can show/hide all field columns except Sequence No, Key, and Summary in test cycle module grids. Columns selected on the list will appear on the test cycle screen. Columns not selected/deselected will remain hidden on the screen. To return to the default view of the Test Cycle list view, open the Columns drop-down and select Reset to Default.

  • Adding a Column:

Step 1. Go to Column drop-down.

Step 2. Check one of the fields to show as a column.

Step 3. Click Done.

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  • Hiding a Column:

Step 1. Go to Column drop-down.

Step 2. Uncheck one of the fields to hide.

Step 3. Click Done.

  • Rearranging the Columns (through the Drag and Drop operation):

Step 1. Select a field from the list and drag and drop it to the required order.

Step 2. Click Done and check the column display after making the changes. The column view is saved accordingly.



Customize view using Filters

Users can easily filter test assets by any system/custom field on all module grids. It also helps users in carrying out bulk operations. For example, you may want to organize your Tests assets according to different components of your application or you might want to sort your issues by status, by priority, or by fix versions.

Applying Filters

You can apply filters from the Filter drop-down in the top-right corner.

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

For example, we will create a filter for the Test Cycle, displaying Test Cycle with 'Priority = High' and a sub-filter displaying the Test Cycle type i.e., whether Automated or Manual.

Clear Filters and Columns

Users can clear the applied filter and columns to the fields.

A. Clear Columns: Click on the Clear All button on the column drop-down or uncheck the selected fields and click Done.

B. Clear Filter: Click on the Clear All button on the filter drop-down or Uncheck the selected filter and click ‘Done’. An alternate way is to click on Remove All Filters on the filter panel. It will reset the view to default.

Apply Sorting in Grid View

Step 1. In the first image, the column (Summary) is sorted in ascending order (based on Issue Key). There is an arrow pointing up to indicate the sort column and sort direction.

Step 2. In the second image, the column {Status) is sorted in descending order.  Again, the arrow indicates the sort column and direction. 

 

Note: Sorting can only be performed on below fields:

  • Summary

  • Priority

  • Status

  • Test Case(s)

  • Defects(s)

  • Planned Start Date

  • Planned End Date

  • Estimated Time