Basic Folder Operations

1 Introduction
2 Understanding Folder Asset Count
3 Creating a New Folder
4 Editing an Existing Folder Name
5 Viewing Folder Details
6 Copying Folder Link
7 Navigating Folders
8 Right-Click Menu for Folder Operations
9 Archiving a Folder

Introduction

Folders help you organize related test assets, making them easier to manage. You can create a folder at the root level or as a subfolder within existing folders. You can perform folder operations like copy, move, archive, or delete as needed. This enables bulk actions on the assets within.

You can also share folder links across different communication channels. Team members with the access rights can access the folder and its assets.

Understanding Folder Asset Count

The system displays the total count of assets, including both active and archived, next to each folder. Let’s understand this with an example:

Consider the following folder hierarchy:

Folder A → Folder B → Folder C

If:

Folder A contains 5 assets
Folder B contains 3 assets
Folder C contains 2 assets

Then, the folder view will display:

Folder A (10) – Parent folder
Folder B (5) – Child folder
Folder C (2) – Subfolder of Folder B

The count for each folder includes assets within that folder and all of its subfolders.

Creating a New Folder

You can create folders and sub-folders within the Requirement, Test Case, or Test Suite modules.

To create a new folder, perform the following steps:

Navigate to the specific module (Requirement, Test Case, or Test Suite).
Select the parent folder. By default, the root folder is selected.
Click the parent folder.
Click New Folder.
Enter the folder name and folder description.
Click Create.

You can see the newly created folder in the folder list.

All About Folder Descriptions

You can add descriptions to folders highlighting the purpose and usage of the folders.

Notes

Folder descriptions support large text and rich text formatting.
Go to Project Settings and turn on the Enable rich text editor option.
Folder descriptions cannot be added to the root folder.

Editing an Existing Folder Name

You can rename an existing folder at any time.

To edit an existing folder name, perform the following steps:

Select the folder.
Click the Edit icon on the toolbar.
Edit the folder name and click on Update.

Viewing Folder Details

You can view details of both archived and unarchived folders by right clicking the folder name and selecting the View Folder Details option.

Copying Folder Link

You can generate a direct link to any folder in the test repository and share it for quick access. There are two approaches.

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A. Right-click on the Folder to Copy the Folder Link

Right-click on the folder to copy.
Select the Copy Folder Link option.

B. Copy the Folder Link from Breadcrumb Navigation

Go to the breadcrumb navigation in the module details page.
Hover over the folder name and click the Copy icon.

The folder link is copied to the clipboard. You can share this link using email or messaging apps. Users with necessary permissions can view all the assets listed in the folder.

Notes

Users without the necessary permissions will see an error message: "You do not have sufficient permissions to view this folder."
If the folder has been deleted, renamed, or moved, users will see: "The folder no longer exists or has been moved."
The link only navigates to the folder location and expanded hierarchy; applied filters are not retained.

Navigating Folders

You can browse through folders, view their contents, and navigate between the folders in a project using different navigation options.

Module Grid View

Use the expandable menu to navigate the project's folder structure. This menu displays the complete folder hierarchy, including subfolders and archived folders, all organized in a tree structure for easy access.

Module Details Page

Navigate through folders using the breadcrumb navigation at the top. Each folder in the breadcrumb is interactive. Clicking on a folder name takes you to that folder.

Right-Click Menu for Folder Operations

You can perform various folder operations by right-clicking on a folder name in the folder tree.

Below is a list of the available actions:

Option	Description

Option	Description
View Folder	It displays the folder name, description, and its complete path within the folder hierarchy.
Add Sub Folder	Adds a sub-folder under the selected folder.
Edit Folder	Rename or update folder details. Not applicable for the root project folder.
Copy Folder Link	Copies the direct link to the folder.
Archive Folder	Moves the folder and sub folders along with the test cases within to an archived state.
Move Folder(s)	Moves the folder along with all its details within the same project or to a different project.
Copy Folder	Displays selected folders and subfolders and copies folder details.
Export <Assets> of Folder	Exports Test Cases, Requirements, or Test Suites from the folder.
Create Test Suite from Folder	Creates a test suite using the test cases available within the selected folder.
Clone Folder Structure	Creates a duplicate of the selected folder hierarchy without copying the test assets within the folders.

Notes

Folders in the Requirements module with synced Jira issues cannot be archived.
Folder descriptions cannot be added for the root project folder.
For folders created through import or automation, the folder description must be entered manually.
Folder descriptions cannot be imported or exported.
The root folder cannot be deleted.
Deleting a folder will remove all subfolders and entities within it.
The status of the parent folder will be updated across all scopes.
You can bulk archive multiple folders through Bulk operations.

Archiving a Folder

Only users with ‘modify’ asset permissions can archive or unarchive assets and asset folders.

You can archive an entire folder to hide all its test assets, sub-folders, and their contents. Archiving a folder also hides it for the associated release and cycle.

View Archived Folders on Tree

To see archived folders, go to Basic Filters and check Show Archived Items.

The following options are available in the right-click menu for archived folders:

Option	Description

Option	Description
View Folder	It displays the folder name, description, and its complete path within the folder hierarchy.
Unarchive Folder	Restores the selected folder or subfolder from an archived state.
Delete Folder	Folders must be archived before they can be deleted.

Archive and Unarchive Multiple Folders

Refer to Folder Bulk Operations

Impact of Archiving or Unarchiving Entities on Folders

Operation on Entities	Consequences on the Folder

Operation on Entities	Consequences on the Folder
Archive entities from the folder.	The folder will not be archived automatically.
Unarchive entities from an archived folder.	The folder will be unarchived automatically