QMetry allows testers to organize and manage test plans in a Folder structure-based hierarchy. Testers can group related Test Plans and organize them systematically. For example, testers can create folders like Release 8.2, Release 8.3, etc. to group related Test Cycles.

Each new Test Plan folder creates the next level of Test Plan organization in your Test Plan’s tree. It helps to carry out bulk operations like move Test Plans from the source folder to the destination folder.

Where to find the feature?

Open the QMetry app.

It opens the menu shown below. Select Test Management on it.

Open

There are four tabs on the screen:

• Test Case

• Test Cycle

• Test Plan

• Test Report

Click on the Test Plan tab to organize test plans in folders.

The left pane displays the folder structure of Test Plans. The right pane displays all the Test Plans until you select a particular folder to view a particular set of Test Plans.

Open

A. Project selection. By default, the project that you selected in Jira will be displayed here. You can select another project. The folder tree is rendered in accordance with the project selection.

B. Root test plan folder, which shows all the test plans created within the project irrespective of the folder within which it is created.

C. Subfolders within the root folder.

Create Folders/Sub Folders

Right-click on the folder and select Add Folder. Enter folder name and submit. It creates a subfolder under the selected folder. A new folder is added to the tree on the sub-level hierarchy.

Add a Folder

Follow either of the following ways to add a new folder under the root/subfolder.

A. Right-click on the folder under which you want to create a new folder and select Add Folder.

B. Select the folder under which you want to create a new folder and click on the Add Folder button above the tree.

The Add New Folder pop-up opens.

• Enter Folder Name and Description, select/change the Parent Folder Path, and click Submit. It creates a sub-folder under the selected folder.

• Create another: Select the checkbox to keep the Add New Folder pop-up open to continue adding folders.

A new folder is added to the tree on the sub-level hierarchy.

Rearrange/Sort Folders

Test Plan folders can be arranged on Name and Date. Open the Sort by drop-down and select the option to arrange the folders on the tree. The folders can be sorted alphabetically and by date of creation in the ascending/descending manner. By default, folders are sorted on the Oldest First.

Edit Folder Name

Right-click on any folder and select Edit Folder. It allows you to edit the name and description of the selected folder.

The Edit Folder screen opens.

Add/edit the Folder Name or its description of the test plan and click Update.

Cut and Paste Folder

Cut & Paste: You can also Cut a folder and Paste it to another location/folder on the tree to change the hierarchy. All the test plans under the folder will also move along with the folder.

Right-click the folder in which you want to paste the cut/copied test case folder and select Paste Folder.

Delete Folders

Right-click on any folder and select Delete Folder. Select the option to delete that particular folder. All the test plans under that folder will be disassociated with the folder. If there are sub-folder under the folder, then all these sub-folders will be deleted. All the test plans under such folders will be disassociated with the folders.

On clicking Delete, the user is asked to select a folder in which they want to move the underlying Test Plans.

If a folder is not selected, then the Test Plans will be moved to the root folder. i.e. "All Plans" folder here.

Copy Folder Path

You can copy the folder path to search it while moving/reusing Test Plans from one folder to another.

To copy the folder path right click on the desired folder and select Copy Folder Path.

Copy Folder Link

Users can share a specific Test Plan folder by sharing the folder link with other users. The link is accessible to other users within the project. Users with whom the link is shared can open the folder link and directly go to the folder. Users can access the folder and its data. If it is a parent folder/root folder, the data is displayed accordingly.

For example,

In a project, Project Managers, Developers, and other teams are working in collaboration with each other. They also create test assets like test plans required for the project. They prefer to have a direct folder link and share it across teams for the ease of adding test cases to it.

Steps

1. Right-click on the folder and select the Copy Folder Link option. The link is copied to the clipboard.

2. Share this link with other users through the channel accessible to them. For example, you can paste the copied folder link in the email. The recipient of the email can then directly go to the folder and start working on it.

Search Folders

Users can search folders on the folder structure through the search box. It is useful where the folder structure is very complex with multiple hierarchies or the folder list is too long to locate a specific folder.

All Test Plans (Root Folder)

You can perform the following operations on the root folder:

• Add folder

• Paste the copied folder

• Copy Folder Link