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Organize Test Cases in Folders

Organize Test Cases in Folders

QMetry allows testers to organize and manage test cases in a Folder structure-based hierarchy. Testers can group related test cases and organize them systematically during authoring/post-authoring. As an example, testers can create folders like Regression Test, Smoke Test, and Sanity Test for group-related test cases. Each new test case folder creates the next level of test case organization in your test case tree. It helps carry out bulk operations like associating test cases with a story, copying/moving test cases from the source folder to the destination folder.

Where to find the feature?

Open the QMetry menu.

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

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There are four sections in Test Management:

  • Test Case

  • Test Cycle

  • Test Plan

  • Test Report

Click on the Test Case tab to organize test cases in folders.

The left pane displays the folder structure of test cases. The right pane displays all test cases until you select a particular folder to view particular test cases.

1. 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.

2. Root test case folder, which shows all the test cases created within the project irrespective of the folder within which it is created.

3. Subfolders within the root folder.

Create Test Folders/Sub Folders

Add 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 +Folder button above the tree.

The Add new folder screen opens.

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

Note: Two folders with the same name in the same level of a hierarchy are not allowed. However, you can use the same folder name at different levels or in different hierarchies.

2. Select/change the Parent Folder Path.

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

3. Click Submit. It creates a sub-folder under the selected folder.

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

Folder Hierarchy View

Users can view the details about the number of test cases within the current folder and the total test cases, including test cases of sub-folders.

The syntax of folder hierarchy represents -

<folder name> No. of test cases within the current folder (Total no. of test cases, including test cases of sub-folders)

Show or hide test cases from sub folders

Users can opt to show/hide test cases from subfolders in the parent folder. By default, the Display Test Cases of Sub Folder(s) option remains disabled for new projects and new users. The test cases from sub-folders remain hidden at the parent folder level on the test case list view. To display the child test cases, open the More options menu on the test case tree at left, and select Display Test Cases of Sub Folder(s).

Use Case: Users want to view test cases of the sub-folders at the parent folder level instead of navigating to the sub-folders.

  • The set preference is applied to all the screens from where the test case module list opens.

  • If the same test case is part of multiple sub-folders, then it is displayed only once at the parent folder level.

  • Export and other Bulk Operations from the parent folder level are carried out as per the set preference for child test cases.

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Reordering Test Cases

The Sequence No. column is visible in a folder on the test case list view, allowing you to rearrange the test cases to ensure the correct order. The column shows the current position of each test case in the folder hierarchy. The Sequence No. column supports sorting. The drag and drop and manual reordering functionalities will not work if you enable sorting in any other columns.

Required Permission: Users should have either Test Case Create or Test Case Edit and Archive permission to modify the Sequence No. of any test case.

The Sequence No. column is visible only when:

  • The Display Test Cases of Sub Folder(s) option is disabled on the folder tree.

  • You have selected a folder other than the All Test Cases folder at the root level.

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You can change the test case sequence using either of the following methods:

  • Changing the sequence number in the column

  • Dragging and dropping the test cases

 

Changing the Sequence Number

You can change the test case sequence on the list by editing the number in the Sequence No. column.

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Dragging and Dropping the Test Cases

Hover over the icon, then drag and drop the test case to the required location. The sequence of the other test cases is adjusted accordingly.

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Note: The sequence number is specific to folder. The same test case can have different sequence numbers in different folders.

The following screens display test cases in the same sequence as set on the test case list view:

  • Copy Steps from Existing Test Case

  • Link Test Case to Test Cycle Screen (From a Test Cycle)

  • Link Existing Test Case to Story (Test Case Acceptance Criteria section in Story)

 

Audit Logs

Audit logs for individual test cases and the Configuration section store records and information related to the test case sequence changes.

Perform the following steps to view the audit logs of individual test cases:

  1. Navigate to the test case detail page.

  2. Click the Audit Logs tab.

The reordering or test case sequencing details appear.

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Perform the following steps to view Audit Logs in the Configuration section:

  1. Navigate to the Configuration section.

  2. Select Audit Log.

  3. Click the Test Entity Logs tab.

  4. Select the following options from the list:

a. Select Test Case from the Test Entities list.

b. Select Reorder from the Action list.

c. Select the user from the User list. You can skip this option to view actions performed by all users.

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Rearrange/Sort Folders

Test Case 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 an ascending/descending manner. By default, folders are sorted on Oldest First.

Edit Folder Name

Right-click on the folder name and select Edit Folder.

You can rename the folder and change the description.

Note: Two folders with the same name in the same level of a hierarchy are not allowed. However, you can use the same folder name at different levels or in different hierarchies.

You can expand the size of the folder structure panel. Keep the panel size as per your requirement by clicking on the arrow button or by dragging it with the mouse.

Copy/Cut and Paste Folders

  • Copy & Paste: You can Copy a folder and Paste it into another folder. This will create a copy of the existing folder with test cases under it. When you copy a folder with the same name as an existing folder at the same level, the suffix “Copy (n)” will automatically appended to the new folder's name to avoid conflicts. Where “n” is a number that increments with each additional copy.

  • 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 cases under the folder will also move along with the folder. When you paste a folder with the same name as an existing folder at the same level, the suffix “Copy (n)” will automatically appended to the new folder's name to avoid conflicts. Where “n” is a number that increments with each additional copy.

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

Delete Folders

Right-click on the folder that you want to delete and select Delete Folder. It will permanently delete the selected folder. If there are sub-folders under the folder, then all these sub-folders will be deleted. All the test cases under such folders will be disassociated from the folders and moved to the root folder. You will still have an option to move these test cases to the folder of your choice.

On clicking Delete, the user is asked to select a folder in which they want to move the underlying test cases so that they can keep the test cases in the preferred folder.
If a folder is not selected, then the test cases will be moved to the root folder. i.e. "All Test Cases" folder here.

Copy Folder Path 

You can right-click on the folder for which the folder path needs to be copied, you'll find the Copy Folder Path as the last option. The folder path will be copied to the clipboard.

Copy Folder Link

Users can share a specific Test Case 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 cases 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.

Export Test Cases to Excel

Test Case folders can be exported using the Export Excel option. This enables users to share test cases as per the folder structure in QMetry projects and to save for further references.

Right-click on the folder the test cases under which you want to export and select “Export to Excel”.

Click on the notification icon as shown below:

Once the process is complete, click on the Download File as shown below. Users will be able to get data for all Test Cases in an excel format.

Search Folders

Users can search for 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 Cases (Root Folder)

You can perform the following operations on the root folder:

  • Add Subfolder

  • Paste the copied/cut folder

  • Copy Folder Link

  • Export to Excel

  • Link with Test Cycle: Link all the test cases under the folder with the test cycle.

  • Link with Story: Link all the test cases under the folder with the story.

You can not perform other operations on the root folder that are available on sub-folders, like edit, delete, cut, copy, etc.

From the root folder, you can perform only the Reuse action (and not the Move action) for test cases, as the test cases remain in the root folder and are not moved.

Bulk Operations

The options for carrying out Bulk Operations remain invisible by default. The options available for Bulk Operations become visible as soon as you select at least one record on the screen.

You can perform the following Bulk Operations on test cases. Follow the links for more details.

Move/Reuse Test Case

Bulk Update

Bulk Delete

Link with Test Cycle (Plan Test Case for Execution)

Link with Story (Plan Test Cases in Story)

Export Test Cases

Import Test Case

The Import Test Case feature helps you import test cases from an Excel file (CSV/XLSX format) into QMetry for the Jira add-on. Read more details on this page Import Test Cases.

Move and Re-order Folders

Users can re-order or move folders within the folder hierarchy using the drag-and-drop operation across all modules. Refer to Move and Re-order Folders for more details.