The Test Case module allows users to create, organize, reuse, and manage test cases efficiently. It provides a structured approach to ensure comprehensive test coverage and streamline testing.

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Key Features of the Test Cases Module:

• Arrange Test Cases into folders and subfolders

• Add and Edit Test Cases.

• Import Test Cases from Excel and Jira.

• Execute Test Cases for ad-hoc testing scenarios.

• View Latest Execution Status of individual test cases.

• Link Requirements to specific Test cases.

The Test Case module UI in QMetry is designed for easy test case management, offering users intuitive controls and features for creating, viewing, and managing test cases efficiently.

Let’s explore the Test Case module UI in detail.

1. Create New Folder - Users can organize test cases into folders and subfolders for improved control and management.

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2. Sorting and Clear Sorting- The Test Case module UI provides options to sort by name, date (newest or oldest first), hide empty folders, and include entities from subfolders, enhancing organization and ease of access to test cases.

Sorting

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Clear Sorting

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3. Include/Exclude Test Cases from Sub Folders at Parent Folder: By default, "Include Entities from Sub-folder" is selected to display sub-folder entities at the parent folder level. To hide these entities, open the Options drop-down and deselect "Include Entities from Sub-Folder."

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4. Perform Bulk Operations on Folders - QMetry enables users to perform bulk operations for archiving, unarchiving, copying, and moving folders.

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5. Create New Test Cases - Users can manually create test cases directly from the Test Case module UI.

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6. Set Filters - Users can apply basic as well as advanced filters to the record.

To apply advanced filters, these are the steps:

1. Click on the '+' button.

2. Select required filters.

3. Apply filter values.

4. Click ‘save and apply’

Basic Filters

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Advanced Filters

 

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7. Reset Filters and Clear Filter Value - The "Clear Filter Values" option resets the values in the filter fields, allowing users to adjust criteria without recreating the filter, while the "Reset Filters" option returns all filter settings to their default state, removing any selected fields.

Reset Filters

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Clear Filter Values

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8. Arrange Columns - The "Arrange Columns" feature enables users to customize their view by choosing which columns are displayed on the screen. By default, the Entity Key, Summary, and Version columns are shown. Users can select additional columns, apply filters, and sort the view according to their requirements.

• The following features are designed to help the users curate a customized view:

  • Search: Quickly locate specific fields using the search box.

  • Add Columns: Add columns to the list view by selecting the required fields.

  • Hide Columns: Remove columns from the list view by deselecting unwanted fields.

  • Select All: This will add all available columns to the view.

  • Clear All: This will remove all columns except the default ones.

  • Restore Default: Revert to the default column settings.

  • Resize Columns: Adjust column widths by dragging the boundary between column headings.

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The Latest Execution Status can be calculated once every 24 hours per project. After generating the status, the Generate button will be disabled for the next 24 hours.

• Testing Type: The Testing Type field indicates how the test case was generated in QMetry: either Manual or Automated. Test cases created through the UI or imported from Excel are classified as Manual, while those created via Automation APIs are marked as Automated. This field is read-only and cannot be edited.

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9. Import/ Export - The Import option allows users to import test cases from Excel and Jira, while the Export option enables users to export selected test cases to Excel, CSV, Word, or PDF formats.

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10. Bulk Operations on Test Cases - QMetry empowers users with the ability to efficiently perform bulk operations on test cases, such as editing, copying, archiving, unarchiving, deleting, sharing, and more.

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11. Operations on Individual Test Cases - Users can perform various operations on individual test cases, including move, copy, archive, create a new version, delete, stop watching, create a test suite, share as a child test case, and push the latest version to child test cases.

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QMetry allows testers to organize test cases using a folder-based hierarchy. Each folder displays the count of test assets, including active, archived, and shareable test cases. The folder tree panel is expandable. Also, hovering over a folder reveals its full name.

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Below are the actions users can perform on test case folders:

To add a new test case folder, these are the steps:

1. Click the New Folder button on the Test Case module toolbar.

2. Enter the folder name and click Create. The new folder will appear in the tree.

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To edit an existing test case folder, these are the steps:

• Select the folder in the tree.

• Click the Edit icon on the toolbar to open the folder detail screen in editable mode.

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To delete a test case folder, follow these steps:

1. Select the folder on the tree and click the Archive button to archive it.

2. Once archived, the folder can be deleted.

QMetry empowers users with comprehensive tools for managing test cases, allowing them to perform a variety of operations such as creating, editing, copying, moving, archiving, and deleting. Let’s have a detailed look at these features.

Users can manually create test cases within a project, including details such as test steps, preconditions, and other relevant information.

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To add a test case, follow these steps:

1. Click the New button on the Test Case module toolbar.

2. In the Add Test Case screen, enter system fields, test steps and other necessary details.

3. Click the Create button to save the test case.

System Fields, Test Steps, User Defined Fields and Risk Analysis

When creating a test case, users should enter specific details related to the test case. Let’s review the fields to understand what information to include.

System Fields:

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In the System Fields section, users must enter the following details:

1. Summary: Enter a concise name that summarizes the test case (mandatory field).

2. Priority: Assign priority level as—Minor, Major, Blocker, Critical, or Trivial.

3. Labels: Choose one or more labels from the list to classify the test case.

4. Status: Select a status from the list. Statuses can be set to - New, Approved, In Progress, and Ready to Review.

5. Owner: Select the owner from a drop-down list displaying QMetry users with access to the current project.

6. Test Case Category: Categorize the test case appropriately as Regression, Performance, Security, Functional etc..

7. Estimated Time: Specify the estimated execution time for the test case in minutes.

8. Description: Add appropriate descriptions providing sufficient information about the feature. Users can add the description in Plain Text or Rich Text.

• Rich Text: Use the Rich Text Editor to format text, insert images, hyperlinks, and tables, ensuring all critical details are included.

• Adding Images: Users can add multiple images simultaneously. Images can be added by:

  • Entering an Image URL.

  • Browsing the Desktop to upload an image.

  • Copying and pasting the image directly into the description box.

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Users can view added images by clicking on them within the description box.

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User Defined Fields

If User Defined Fields (UDFs) are added for the test case module, they will be displayed on both the Create Test Case screen and the Test Case Details screen.

Test Steps

Users can add, view, edit, and delete test steps under a test case. Permissions for these actions are managed through Customization > Roles, where user roles are assigned specific rights for Test Case operations. Users can perform these actions based on the permissions granted to their roles.

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To add test steps, follow these instructions:

1. Go to the Steps section on the Create Test Case screen.

2. To add a test step, choose one of the following methods:

   • Hover over the Step Description cell and click the Edit icon (pencil). Alternatively, use the TAB key to navigate.

   • Click the + icon on the right and select Insert Row to add a new step.

   • Click the settings icon for the current test step and select Insert Row to add a new step next to it.

3. A blank row will be added with an auto-generated step number. Enter the Step Description, Input Data, and Expected Outcome in the respective fields.

4. Repeat the process to add additional steps as needed.

Risk Analysis

When creating a test case, users can input risk analysis details including - Risk Type, Risk Category, Likelihood, Impact. Based on these values, the system automatically calculates the risk priority number, and the extent of testing required.

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Once all details are entered and the Create button is clicked, the test case is saved, and the user is redirected to the Test Case module list view page. The newly created test case is automatically assigned a unique test entity key.

Test Case Detail Page

The Test Case Detail Page can be accessed from the Test Case module list view by clicking on the Test Case Entity Key.

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Navigation

On the Test Case Details page, users can return to the main test cases screen by clicking on the breadcrumbs.

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Test Case Details Page UI

The test case detail page displays -

A. Individual Section Tabs (Editable)

B. Combined View (Read-Only View)

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The tab shows a read-only, single-page view of the old details. All sections are visible but not editable, and the previous and next buttons allow easy navigation and updating of test cases.

Test cases can be updated directly, including parameters and test steps.

To edit a test case:

1. Use the in-place editor on the detail screens. Hover over the field and click the edit icon.

2. Make the necessary changes and save to update the test case.

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• User Defined Fields: If UDFs are added to the test step module, then they are displayed on the Test Steps section as columns beside the default fields of test steps.

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• Show/Hide and Re-arrange Test Step Columns - Users can customize the test steps panel by dragging and dropping columns to rearrange them and choose to show or hide columns like Input Data, Expected Outcome, and other User Defined Fields (UDFs).

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Click Save to apply any changes made to the Test Steps panel.

QMetry allows users to easily edit test case steps from the details page. Users can add new steps or modify existing ones.

1. Click the Edit button.

2. Click in the cell to modify the step. This action opens the test case details page in editable mode.

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Alternatively, users can also edit the test step details by clicking on the Edit icon for the step.

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The step section will expand to show system fields (Step Description, Input Data, and Expected Outcome) and custom fields. Users can switch between the fields.

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• Large Text UDFs are displayed in separate tabs, while other UDFs are combined in a single tab named Other.

• Use the Move to Step button to return to the Step Description section.

• Navigate between steps using the Previous Step, Next Step.

• Use the New Step button to add a new step next to the current step.

• Click Apply to save changes.

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Show/Hide and Re-arrange Test Step Columns

Users can customize the test steps panel by dragging and dropping columns to rearrange them. They can also choose to show or hide columns such as Input Data, Expected Outcome, and other User Defined Fields (UDFs). Click Save to apply any changes.

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Any changes in test steps column arrangement will reflect in other places where the test steps panel is used. For example, column arrangement changes on the Execution screen will reflect in the following places.

• Test Case Create page

• Test Case Detail Page

• Create New Version page

• Exploratory testing

Actions on Test Step Cog icon

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Users can perform the following actions on the Steps grid:

• Insert Row: Add a new step at the end or next to the current step.

• Insert Shareable Test Case: Add a shareable test case.

• Remove Row: Delete the selected step.

• Duplicate Row: Copy the selected step.

• Move: Change the position of the step by selecting a new index.

Changing the Order of Test Case Steps

While executing test suite, the test case steps appear in the same sequence as arranged in the test case.

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To reorder test case steps:

1. On the Steps tab, click the cog icon at the right of the step.

2. Select Move and choose the new index for the step.

Adding Attachments to Test Steps

Attachments can be added to provide additional data or resources, such as an Excel sheet with test data.

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To add attachments:

1. Navigate to the test case detail page.

2. Open the Steps tab.

3. Click the Attachment icon for the relevant test step.

4. The Add Attachment screen will open. Attach the required files.

Downloading Attachments

• Single Attachment: Click the Download icon for the specific attachment.

• All Attachments: Click Download All. The zip file can be downloaded from the Schedule Task section, accessible via the icon on the application header.

Deleting Attachments

• Single Attachment: Click the Delete icon for the specific attachment.

• Multiple Attachments: Select the attachments and click Delete Selected.

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Removing Test Case Steps

Users can delete unwanted test case steps by clicking on the remove icon option.

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Removing Test Steps in Bulk

1. Select the test steps that you want to delete. The Delete button gets enabled on the selection of test step(s).

2. Click on the Delete button.

3. Click Update.

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When test steps are added or edited, the system will prompt to create a new version of the test case to preserve these updates. The test suite will continue to link to the previous version of the test case.

Users can choose between updating the existing test case or creating a new version. Updating will overwrite the previous details, while creating a new version retains the original values in older version and incorporates the new changes by creating a New Version.

To save changes as a new version:

1. Versioning Rights: Ensure your role includes versioning rights (configured in Customization > Roles). If you have the necessary permissions, the "Save as New Version" button will be available.

2. Create a New Version: Use the "Save as New Version" button to create a new version of the test case with the updated details.

   • Option A: Click on the Cog icon for the test case and select Create New Version.

   • Option B: Open the Test Case Detail Page and click on the Create New Version icon on the header.

3. Save a New Version: Make the required changes and click "Save as New Version" to create an updated version of the test case.

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Handling Test Case Execution Status

When saving a new version of a test case that has been previously executed, users have two options:

1. Auto Sync Latest Version:

   • If selected, the test case version will be updated, and its execution status will reset to “Not Run” on the Test Run screen.

   • Example: If TC1 previously had a “Passed” status in TS1, and the user updates TC1 and creates a new version, then TS1 will display TC1’s status as “Not Run.”

2. Manual Sync:

   • If auto sync is not selected, a sync icon will appear beside the current version of the test case on the Test Run screen.

   • To update to the latest version, click the sync button.

   • A confirmation message will appear, confirming the reset of execution status.

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To delete a test case, all its versions must be archived. Once a test case is archived, users cannot perform further operations such as adding attachments, linking test cases, issues, or release cycles.

Archiving from the Test Case Detail Page

To archive a test case from detail page:

1. Open the test case details page by selecting the test case.

2. Click the Archive icon located at the top right corner of the page.

3. The test case is archived after confirmation.

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Users can also archive a test case from the test cases module list view. Please refer to the Test Case Module UI section above to know more.

To unarchive an archived test case, click on the Unarchive icon at the top right corner. To Archive a Specific Test Case Version, read the document: Archiving a Specific Test Case Version 

To delete a test case, users are required to follow a two-step process: Archive the test case, and then delete it. Ensure that all versions of the test case are archived before proceeding with deletion.

Steps to Delete a Test Case

1. Archive the Test Case:

   • All versions of the test case must be archived. This action will prepare the test case for deletion.

2. Delete the Test Case:

   • This will permanently delete the test case, including all its archived versions.

A. Deleting from the Test Case Detail Page

Users can delete a test case directly from the test case details page.

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Steps to delete test case from detail page:

1. Open the detail page of the archived test case. Use the filter on the tree to view archived test cases.

2. Click the Delete icon located at the top right corner of the screen.

3. Confirm the deletion in the pop-up dialog.

B. Deleting from the Test Case List View

Users can also delete a test case from the Test Case List View.

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Steps to delete a test case from Test Case List View:

1. To view archived test cases, check the “Show Archived Items” box on the left panel.

2. Locate the archived test case you want to delete.

3. Click the Cog icon next to the archived test case and select Delete.

Deleting a Specific Test Case Version

• For instructions on deleting a specific test case version, refer to the section Deleting a Specific Test Case Version

Share Test Cases

QMetry allows easy sharing of test cases with other users. Users can share the test case summary and test case link for easy access to the latest version.

Steps

1. Open the 'Test Cases' details page.

2. Click on the Share icon at the top (refer the image below).

3. Enter one or more email address(es).

4. Write a message (optional but recommended) describing the test case or required actions.

5. Click on the Share button.

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Copy Test Case Link

Users can copy the test case link and share it with other users to provide direct access to a specific test case. Authorized members can access the test case directly via the shared link.

URL Syntax

Steps to Copy Test Case

1. Open the test case details page.

2. Locate and click on the Copy Link icon ( ) on the breadcrumb navigation.

3. Users can share this link via any preferred communication channel.

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The test case link is copied to the clipboard. Users can share this link with team members who need to work on the test asset, using email, chat, or other communication methods.

Read Bulk Operations

Users can link requirements to their corresponding test cases, with each requirement linked to a test case only once. This linkage applies to all versions of the test case, ensuring that any updates to the test case maintain the requirement's relevance.

Purpose of Linking Requirements

Linking requirements to test cases provides context for what it being developed and how it should be tested. By associating test cases with specific requirements, testers gain clarity on the scope and objectives of the testing, ensuring that the developed features are thoroughly tested according to the defined requirements.

Requirements can be linked to a test case through the Requirements tab available on the Test Case Details page.

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Steps to Link Requirements

1. Go to the Requirements tab of the test case details page or requirement edit page.

2. Click on the Link button.

3. It opens the Link Requirements pop-up with the list of test cases on it.

4. Select the specific requirements to be linked.

5. Users can filter, sort and search for specific requirements to be linked.

6. Click link and close.

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