Introduction

Test Cases Module is the central repository of test cases. A single test case can be used repeatedly and associated with multiple releases and cycles- avoiding the need to copy test cases. The execution status of test cases is independent per cycle allowing organizations to repeatedly execute the same test case without affecting the test results between separate runs.

With the Test Cases Module you can:

Organize test cases into folders and sub folders
Add and Edit test cases manually
Import test cases from Excel and Jira
Execute test cases for ad-hoc testing
View status of individual test cases
Link relevant requirements to test cases

Test Case Module UI

The Test Case module screen has the following UI.

Manage Grid Columns

All grids within Requirements, Test Cases, Test Suites, and Issues module have Arrange Columns option that allows users to create a customized view of their test assets.

The view is saved for future use.

The following customization can be applied:

Show More Columns: The ability to add columns in the view. If there are other columns that you think important to display on the module grid apart from the default view, then you can just select those columns to add them to the view.
Hide Columns: The ability to remove a column from view. If you do not want to include columns of less important on the module grid view, then remove column selection to hide those columns on the view.

Users can show/hide Testing Type field in the Test Case module. If users want to use their own UDF instead of this field, they can hide it. The setting is provided in the Manage Fields section of the Customization module. Refer to Manage Fields for more details.

Re-arrange: The ability to arrange the columns in a different order through drag and drop functionality.

You can search for a particular column through the search box.

Options to select all columns, clear all selected columns and restore default column selection are provided on the Arrange Columns above the list of columns.

Resize Columns: The ability to expand and reduce column width. If you want to display the full content of the column, then you may want to change the column width. To change the width of one column, just place the cursor in between the columns and drag the boundary on the right side of the column heading until the column gains the width that you want.

Test Case Detail Page

Just click on the Test Case Key in the grid view to open the test case detail page on the same page.

To open the test case detail page in a new tab/window, right-click on the Test Case Key in grid view. Opening test cases in different tab/browser makes the comparison between test cases easier. It also provides quick reference while working on multiple assets.

The detail page is redesigned that allows one click access to different sections using organizable tabs.

Organize Tabs

The detail page of QMetry assets has different tabs on it. Users can customize the view of the detail page by changing the order of tabs. The tab order is preserved per user.

For example, the tab order of the Test Cases module is changed by user "A" for project "PRO1". Now "A" is switching to another project "PRO2". The tabs can be seen in the same order as in project "PRO1".

Combined View vs. Grouped View

A. Individual Section Tabs

B. Combined View (Read Only View)

A. Individual Section Tabs

For Test Case: There are individual tabs for Steps, Details, Requirements, Release & Cycles, Test Executions, Issues, Version, Attachments, Comments, Change Log

Each tab displays relevant details. The details are editable.

B. Combined View (Read Only View)

The tab renders the old view of the details page. You can view the details of all the sections on a single page. The details displayed on the page are read-only and can not be edited.

The Previous and Next buttons on the detail page are added for ease of navigation and updation of test cases.

Filter Test Cases

Users can easily filter test assets by any system/custom fields on all module grids. It also helps users in carrying out bulk operations. Filters placed horizontally above the grid earlier, are now placed on the tree panel at left.

Testers can view details grid aligned with folder tree even when they are clicking a folder which is at the bottom. It displays the top of the screen instead of the bottom of the screen.

Apply Filter

Users can apply basic as well as advanced filters to the records.

A. Basic Filters: By default, basic filter fields are provided to filter the records.

B. Advanced Filters: If users need more fields to filter test assets then click on the '+' icon. It opens the drop-down with a list of additional system and user defined fields corresponding to the module.

Select the field you want to apply the filter on. The filter parameter is added as Advanced Filters. Apply filter as per your requirement.

Users can click on the '+' icon and select the field Entity Key to search test cases using comma-separated entity IDs (i.e without specifying the complete Entity Key as described below).

For example,

Users want to filter test assets on Priority, Entity Key and Status, then click on the '+' icon and select the fields on the drop-down list as shown below.

Clear Filter and Sorting

Users can clear the applied filter and sorting to the records.

A. Clear Filter: Click on the Clear Filters button above the module grid or on the left pane. It will reset the view to default.

B. Clear Sorting: Click on the Clear Sorting button above the module grid.

A. Clear Filter Values

The Clear Filter Values option provides users with improved flexibility, efficiency, and usability in managing and reusing Advanced Filters for important data that may not be easily accessible by default. This option only clears out the values in the filters without removing the fields themselves. It enables users to start fresh with the same set of fields, allowing them to adjust their filter criteria without having to recreate the entire filter setup each time. It preserves empty fields in the filter just like fields with values and allows users to easily modify and refine the filter criteria without losing the content of the set fields. Here, empty fields in the filter will consider all records.

B. Reset Filters

The Reset Filters option will reset the filter to default. All the selected fields for Advanced Filter will be removed from the filter.

Choose to include/exclude Test Cases from Sub Folders at Parent Folder

Users can opt to include or exclude test assets from sub folders at the parent folder. By default, Include Entities from Sub-folder remains selected, and entities from sub-folders are displayed at the parent folder level on the module list view.

To hide the entities from sub-folder, open the Options drop-down on the test asset tree at left, and select deselect Include Entities from Sub-Folder.

Navigation

Once you are on the test case details page, you can go back to the main screen of test cases by clicking on the breadcrumbs.

Test cases are added at the Project level. The Test Case module main screen displays test cases in the Project as per folder selection. You can apply a filter to the columns as mentioned above. Multiple columns can be filtered at once to help users find the required test cases.

Managing Test Case Folders

QMetry allows testers to organize and manage test cases in a Folder-based hierarchy. Testers can group related test cases and organize them systematically during authoring or post-authoring.

It helps to carry out bulk operations like Move, Copy, Editing, Deleting, and Executing all test cases under one folder.

The count of test assets in the folder hierarchy is displayed alongside the folder name. The count includes active + archived test cases + shareable test cases.

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

Folder A has 5 test cases, Folder B has 3 test cases, and Folder C has 2 test cases, 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 Test Case Folder

The tree/folder panel is expandable that 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.

On the Test Case module toolbar, click on the New Folder button to add a new test case folder.

Enter the following fields to add a new folder:

Folder Name: Enter name of the folder.

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

Note: The following permissions related to the Test Case module are set from User Role 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 Test Case Folder

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

The folder detail screen opens in editable mode.

Deleting Test Case Folder

Select the folder on the tree and click on the Delete icon on the toolbar.

On deleting a folder, all the sub folders and entities within the folder will be deleted. The status of the parent folder will get re-calculated in all the scopes that this folder was present in. The root folder cannot be deleted.

Managing Test Cases

Adding a Test Case

On the Test Case module toolbar, click on the New button.

The Add Test Case screen has the following fields on it.

Rich Text:

A. Use of Rich Text Editor allows users to apply text formatting for Test Case Description and reduces chances of missing important details. Users can also insert images, hyperlinks and tables to the field.

Image Upload Support in Rich Text Editor:

Users can add images to any Large Rich Text Editor field (System as well as Custom) up to 1 MB. The images can be uploaded in the fields (A) by browsing and uploading the image (B) by inserting the image through the URL. (C) by copying and pasting the image directly into the editor/text field without saving it first on the local machines. Multiple images can be copied and pasted at a time.

It is applicable to all the fields across QMetry wherever the rich text editor is available.

You can preview the image just by clicking on it.

To download the image, click on the image and then click on the Download icon at the top right corner.

Notes:

The supported file formats to upload/copy-paste the image are jpg, jpeg, png, and gif.
The maximum file size should be 1 MB (for images uploaded through browsing).

B. Users can paste the html/xml content into the Source editor of the "Large Text" field type and it auto-renders the code to show the text outputs on the screen.

Use Case: An organization is using Rich text for the Description field, in which they copy-paste the content from their source in html/xml format.

Click on the Edit icon at the right to open the source editor.

Note: To enable rich text editor, the Enable Rich Text parameter should be enabled for the Project (Projects > Project / Release / Cycle). Refer to Managing Projects, Releases and Cycles for more details on Enable Rich Text Editor.

Testing Type: You can see this field on the test case detail page once a test case is created. The field shows how the test case was created in QMetry: Manual or Automated. If a test case is created through UI or imported from Excel, then it is identified as a manual test case. Test Cases that are created through Automation APIs are identified as Automated test cases. The Testing Type field remains read-only.

User Defined Fields: If UDFs are added for the test case module, then they are displayed on the Create Test Case screen and Test Case Details screen.

Enable Rich Text and Source Code Editor: Refer to the Description field above.

Adding Test Case Steps

You can add test steps that are to be executed under the test case. View, Create, Edit and Delete rights for Test Case are allocated to user roles from Customization > Roles. Users can perform operation as per the permission granted to their user roles.

Steps

Go to the Steps section on the Create Test Case screen.
Follow either of the following ways to add a test step:
1. Hover the mouse over Step Description cell and click on the Edit icon (pencil). You can also move using TAB on the keyboard.
2. Click on the "+" icon at right and select the Insert Row option to insert a new step at the end.
3. Click on the settings icon for the test step and select the Insert Row option to insert a new step next to the current step.

A blank row is added on the grid with auto-generated Step number. Enter Step Description, Input Data and Expected Outcome in respective fields by clicking in the cell.

Repeat the same process to add other steps.

Rich Text Editor for Steps

There are two formats in which you can add test steps: Plain Text and Rich Text.

Enable Rich Text and Source Code Editor: Refer to the Description field of test case.

Note: To enable rich text editor, the Enable Rich Text parameter should be enabled for the Project (Projects > Project / Release / Cycle). Refer to Managing Projects, Releases and Cycles for more details on Enable Rich Text Editor.

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.

Show/hide and Re-arrange Test Step Columns

You can organize the test steps columns in the panel through drag and drop operation. You can also opt to hide/show Input Data, Expected Outcome and other UDF columns on the screen.

Click Save once you make any changes for the Test Steps panel.

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

Edit entered steps

1. Click on the Edit button.

2. Click in the cell to modify the steps. It opens the test case details page in editable mode.

It allows you to do inline editing in the field.

As an alternate way, you can click on the Edit icon for the step that you want to edit.

The step section opens in the expanded view with system fields (Step Description, Input Data and Expected Outcome) as well as custom fields.

You can switch between the fields.

In expanded view, the Large Text UDFs have separate tabs while all the other UDFs are combined in single tab named Other.

The Large Text type UDFs open in separate tabs for edit same as test step system fields.

Other tab: UDFs other than Large Text appear in a combined view, where you can edit the fields inline.

To go back to the Step Description section, click on the Move to Step button.

You can use the Previous Step and Next Step buttons to navigate to the previous/next steps.

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

Once you are done with editing the test step, click Apply to save the changes.

Actions on Cog icon

You can you to perform the following actions on the Steps grid:

Insert Row
Insert Shareable Test Case
Remove Row
Duplicate Row
Move: Select Index to move the step to.

Click on the Create button to save the test case.

When you open the test case detail page, the Test Case Folder Path displays the path up to the folder the test case lies within.

Removing Test Case Steps

Open the test case details page in editable mode.
On the Test Case Step(s) grid, click the Con icon for the step you want to remove.
Select Remove Row.

Changing Order of Test Case Steps

While executing test suite, the test case steps appear in the same sequence as you arranged them here for the test case.

You can easily change the order of test case steps through the following way:

On the Steps tab, click on the Con icon at right and select Move.
Select Index to move the step to.

Adding Attachments at Test Steps

Users can get more granular details by adding attachments at test steps. For example, a test step needs to be tested with different test data. The tester attaches an excel sheet containing the test data to keep it ready for execution.

Note: Attachments to test steps can be added either on the test case detail page or on the test case edit page.

To add attachments to test step level, follow the steps mentioned below:

Go to the test case detail page.
Open the Steps tab, or open the Combined View tab and expand the Steps section.
Click on the Attachment icon for the test step to which you want to add an attachment.

The Add Attachment screen opens. Attach required files to the step.

For attachments added from steps level, the Attachment Level shows “Test Step”.

Download Attachments:
- To download a single attachment, click on the Download icon for that attachment.
- To download all attachments at a time, click on the Download All button. You can download the zip from the Schedule Task section that can be accessed by clicking on the icon on the application header.
Delete Attachments:
- To delete a single attachment, click on the Delete icon for that attachment.
- To delete attachments, select and click on the Delete Selected button.

Editing a Test Case / Update a Test Case

A test case can be edited in terms of its parameters and test case steps.

Users can save the test case without creating a new version. In-place editor is provided on the detail screens for all test assets. Just hover over the field and click on the edit icon.

It opens the field in editable mode. In case of the text field, enter the value and save the details.

In-place edit will always update the test asset.

To create a new version of test asset, follow the steps mentioned below.

Edit Test Case Steps

Refer to the Edit entered steps section described earlier on this page.

Delete Test Steps

1. Open the Steps tab on the test case details page.

2. Click on the Edit button.

→ Delete/Remove a Single Test Case Step

On the Test Case Step(s) grid, click the Cog icon for the step you want to remove.
Select Remove Row.
Click Update.

→ Delete/Remove Test Steps in Bulk

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

Create New Version of Test Case

If test case steps are added or edited in test case, which is already executed, then it is recommended to save the test case with Save as New Version.

If the User Role has Versioning rights (in Customization > Roles), then the button will be visible to the user. When you edit test case details, you can save the details with a new version of that test case.

Follow either (A) or (B) as mentioned here.

A. Click on the Con icon for the test case and select Create New Version.

B. Open the test case detail page and click on the Create New Version icon on the header.

The next screen opens in editable mode.

Make required changes and click on the Save as New Version button to create a new version of the test case with updates.

If you add/edit test steps within a test case, it will ask you to create a new version of the test case to save the content of steps along with test case parameters. The associated test suite will still be associated with the previous version of the test case.

If the test case was executed before, then the following option is provided while saving the new test case version.

Auto sync latest version of Test Case in all executions: If the option is selected, then the test case version gets updated and its execution status is reset to “Not Run” on the Test Run screen.

Example: TC1 has execution status “Passed” in TS1. User modifies TC1 details and selects this option to reset the test case execution status while saving TC1. Now TS1 will show TC1 execution status as “Not Run”.

If the above option is not selected, then on the Test Run screen the sync icon appears beside the current version of the test case. On the Test Execution screen, to execute the latest version of the test case, click on the sync button.

The confirmation message pops up confirming reset of execution status. The synced version will not show previously linked issues.

After syncing the test case with its latest version, its Execution Status changes to "Not Run".

If test steps were added in the latest version of the test case, then these test steps will also be added on the execution screen.

Note: QMetry allows you to use different versions of a test case for testing. Read more about it on the Managing Test Case Versions page.

Archiving a Test Case

All the versions of the test case should be archived to delete that particular test case.

Archiving Entire Test Case

You can not carry out further operations like adding attachments, linking test cases, issues, and release - cycles on an archived test asset.

A. Archiving from Test Case detail page

B. Archiving from Test Case module list view

A. Archiving from Test Case detail page

Open the test case details page by clicking on the test case.

Click on the Archive icon on the top right corner of the page.

It will archive all the underlying versions of the test case.

B. Archiving from Test Case module list view

Open test cases module.

The test case list view opens with list of existing test cases within the project/folder.

Click on the Cog icon for the test case you want to archive and select Archive. The test case is archived after confirmation.

To unarchive an archived test case, click on the Unarchive icon at the top right corner.

Archiving a Specific Test Case Version

Read Archiving a Specific Test Case Version

Deleting Test Cases

To delete a test case, first, you need to archive it. All the versions of the test case should be archived to delete that particular test case.

It is a two-step process:

Archive a test case (All the versions of the test case will be archived.)
Delete a test case (The test case will be deleted including all its versions.)

Deleting Entire Test Case

All the versions of the test case should be archived to delete that particular test case.

A. From Test Case detail page

B. From Test Case list view

A. From Test Case detail page

Open the detail page of the archived test case. Use the filter on the tree, to view the archived test cases.
Click on the Delete icon at the top right corner of the screen.

Once the test case is archived, it looks like below.

The Delete icon now appears at the top right corner of the page.

Confirm the operation on the pop-up.

B. From Test Case module List view

To view the archived test cases on the screen, select the Show Archived Items check box above the grid.

It displays archived test cases along with other test cases.

Click on the Cog icon for the archived test case and select Delete.

Deleting a Specific Test Case Version

Read Deleting a Specific Test Case Version

Share Test Cases with Other Users

Share Test Cases

Users can share the test cases with other users over email. The recipient user will receive an email containing a test case summary with the Message written while sharing the test case and a link navigating to the particular test case. It helps the recipient users easily access the latest version of test cases.

Steps

Open the test case details page.
Click on the Share icon at the top. The Share pop-up opens.
Enter the Email Address of the user with whom you want to share the asset. You can mention multiple email addresses to share the test asset with multiple users at a time.
Enter the required message that you want to convey to the recipient of the email.
Click on the Share button.

Copy Test Case Link

You can copy the link of the test case to share it further with other team members. It helps you to get the specific test cases and share it with other users through email or chat. The other users with whom the link is shared can access the test case directly from the link.

→ The following is the syntax of the URL:

https://<URL>>/#/<AssetType>/<AssetKey>

For example,

https://qtmtest.qmetry.com/#/test-case/FIT-TC-1751

Steps

Open the test case details page.
Click on the Share icon at the top. The Share pop-up opens.
Click on the Copy Link button.

The test case link gets copied to the clipboard. You can share this link with other team members, whom you want to work on the test asset, either through email or chat or any other communication means.