Test Cases Module
- 1 Introduction
- 2 Managing Test Case Folders
- 3 Test Case Detail Page UI
- 4 Managing Test Cases
- 5 Linking Requirements to Test Cases
- 6 Linking Test Suites to Test Cases
- 7 Linking Test Suites and Requirements in Bulk
- 8 Linking Issues to Test Cases
- 9 Associate Release & Cycles
- 10 Test Case Versions
- 11 Change Log
- 12 Import Test Cases
- 13 Export Test Cases
- 14 Export Test Case Detail in PDF
- 15 Best Practice Recommendations
Introduction
Test Cases Module is the central repository of test cases. This module enables you to create, organize, reuse, and manage test cases efficiently.
In QMetry, you can use a single test case repeatedly. A test case can be linked to multiple requirements and test suites as well as associated with multiple releases and cycles. The execution status of test cases is independent per cycle allowing organizations to repeatedly execute the same test case for different cycles without affecting the test results between separate runs.
Permissions for the Test Case module—View, Modify, Create, Delete, Import, Export, Link, Copy, and Versioning— are configured through the User Role settings for each role. Ensure you have the relevant rights to perform these actions. For more information on configuring Roles and Users, refer to the documentation.
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.
Test Case Module UI
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.
You can create a new folder or a sub-folder to organize test cases for improved control and management.
Sorting and Clear Sorting
You can sort the folder structure either alphabetically or by date (newest first or oldest first).
Sorting
Clear Sorting
Include/Exclude Test Cases from Sub Folders at Parent Folder
You can include or exclude test assets from sub folders at parent folder level. By default, Include Entities from Sub-folder remains selected, and entities from sub-folders are displayed at parent folder level on the module list view.
To hide the entities from sub-folder, open the Options drop-down, and select deselect Include Entities from Sub-Folder.
Perform Bulk Operations on Folders
You can perform bulk operations for archiving, unarchiving, copying, and moving folders.
You can manually create test cases directly from the Test Case module UI by clicking on the New button.
Filters
You can easily filter test assets by any system or custom fields across all module grids. Basic filters like Summary, Release, and Cycle are available by default. For advanced filtering, click the "+" icon to add custom filter fields.
Basic Filters
Advanced Filters
A. Basic: By default, test cases can be filtered by summary, release, and cycle. Enter specific values in these fields to retrieve test cases that match the specified criteria.
B. Advanced: You can also apply advanced filters to refine the test cases based on fields beyond the basic options.
To apply advanced filters, these are the steps:
Click on the '+' icon (Refer below image).
Select the desired fields for filtering.
Enter the filter values.
Click ‘Save and Apply’.
For example, you want to filter test assets by Priority, and Entity Key. Click on the '+' icon and select the fields on the drop-down list. You can apply an advanced filter on Entity Key to search for test cases using comma-separated entity IDs, without specifying the complete Entity Key, as shown below.
Filtered views are automatically saved for future use, eliminating the need to reapply the same filters repeatedly.
Reset Filters and Clear Filter Value
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.
The Reset Filters option will reset the filter to default. All the selected fields for Advanced Filter will be removed from the filter.
Reset Filters
Clear Filter Values
Manage Grid Columns
All grids within the Requirements, Test Cases, Test Suites, and Issues module have Arrange Columns option that allows you to create a customized view of the test assets. The view is saved for future use.
The following customizations can be applied to the grid view:
Show Columns: You can customize the grid view by adding necessary columns. To display additional columns beyond the default view, select the relevant fields from the "Arrange Columns" section.
Hide Columns: You can remove columns from the grid view. If certain columns are not needed, deselect them to hide them from the module grid.
Users can show/hide the 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.
Search: Quickly locate specific fields using the search box.
Re-arrange: Arrange the columns in a different order through drag and drop functionality.
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 width as needed to display the full content. To modify the width of a column, position the cursor between two column headers and drag the boundary on the right side until the desired width is achieved.
Test Case Module List View Columns
You can customize the columns in the list view to meet your specific needs. By default, the Entity Key, Summary, and Version columns are displayed. You also have the option to include additional columns such as Priority, Latest Execution Status, Testing Type, Dates, and counts for linked Requirements, Test Cases, Test Suites, and more, enabling a personalized view.
Latest Execution Status: Users can view the Latest Execution Status column in the Test Case List View. This column indicates the current execution status based on settings configured under: Home > Customization > Execution Status. Refer Execution Status Management to know more.
Upon selecting the Latest Execution Status field, the column will be displayed in the grid view, indicating the most recent execution status of the test case, which may include options such as Blocked, Failed, Passed, Not Run, or Not Applicable.
Click on the status to view further details of the test execution.
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: 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.
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. Learn more about Importing Test Cases from Excel or Exporting Test Cases.
Bulk Operations on Test Cases
You can perform bulk operations on test cases, such as editing, copying, archiving, unarchiving, deleting, sharing, deleting and more.
Operations on Individual Test Cases
You can perform various operations on individual test cases, such as moving, copying, archiving, creating a new version, deleting, stopping notifications (stop watching), creating a test suite, sharing as a child test case, and pushing the latest version to child test cases by clicking the cog icon.
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
Below are the actions users can perform on test case folders:
Creating Test Case Folder
To add a new test case folder, these are the steps:
Click the New Folder button on the Test Case module toolbar.
Enter the folder name and click Create. The new folder will appear in the tree.
Permissions for the Test Case module—View, Modify, Create, Delete, Import, Export, Link, Copy, and Versioning—are configured based on user roles. Ensure the relevant rights are assigned to perform these actions.
Editing a Test Case Folder
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.
Edit the folder name and click on update.
Deleting Test Case Folder
To delete a test case folder you need to archive it first.
Select the folder on the tree
Click the Archive button.
Click Yes to archive the folder.
Deleting Test Case Folder
To delete a test case folder you need to archive it first.
Select the folder on the tree
Click the Archive button.
Click Yes to archive the folder.
After archiving the folder, navigate to the filters section.
Click on the "Show Archived Items" checkbox.
The archived folder(s) will be displayed in the folder section.
Click on the archived folder.
Click the delete icon to remove it.
Note:
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 where it was present.
You can also Bulk archive multiple Folders through Bulk operations.
Test Case Detail Page UI
The Test Case Detail Page can be accessed from the Test Case module grid view by clicking on the Test Case Entity Key.
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 a comparison between test cases easier. It also provides quick reference while working on multiple assets.
Navigation
QMetry facilitates seamless navigation within the test cases. You can easily move to the previous or next test case or access the complete list of test case through the test case module.
A. Breadcrumb
You can return to the Test Case module screen by clicking on the breadcrumbs.
B. Previous and Next Button
The Previous and Next buttons on the detail page assists in easy navigation.
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".
Tabbed View vs. Combined View
The test case detail page displays -
A. Individual Section Tabs (Editable)
B. Combined View (Read-Only View)
A. Individual Section Tabs
There are individual tabs for - Steps, Details, Dependent Test Cases, Requirements, Release & Cycles, Test Executions, Issues, Version, Attachments, Comments, Change Log, and Children. Each tab displays relevant details. You can edit/modify a test case from this screen.
B. Combined View (Read Only View)
The tab displays the consolidated information about the entire test case.
Managing Test Cases
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.
Create New Test Case
You can manually create test cases within a project, incorporating details such as test steps, preconditions, and other pertinent information.
To add a test case, follow these steps:
Click the New button on the Test Case module toolbar.
In the Add Test Case screen, enter system fields, test steps and other necessary details.
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:
In the System Fields section, users must enter the following details:
Summary: Enter a concise name that summarizes the test case (mandatory field).
Priority: Assign priority level as—Minor, Major, Blocker, Critical, or Trivial.
Labels: Choose one or more labels from the list to classify the test case.
Status: Select a status from the list. Statuses can be set to - New, Approved, In Progress, and Ready to Review.
Owner: Select the owner from a drop-down list displaying QMetry users with access to the current project.
Test Case Category: Categorize the test case appropriately as Regression, Performance, Security, Functional etc..
Estimated Time: Specify the estimated execution time for the test case in minutes.
Description: Add appropriate descriptions providing sufficient information about the feature. Users can add the description in Plain Text or Rich Text.
To use rich text, enable the Enable Rich Text parameter for the Project from (Projects > Project / Release / Cycle). Refer to Enable Rich Text Editor for more details.
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.
Note:
The supported file formats of the image are jpg, jpeg, png, and gif.
The maximum file size should be 1 MB for images uploaded through browsing)
Users can view added images by clicking on them within the description box.
Users can also download the added image by clicking on the image and then selecting the Download icon in the top right corner.
User Defined Fields
If custom fields are added to the test case module from Customizations > Manage Field for this project, they will appear in this section.
Adding Test Steps
You can add, view, edit, and delete test steps within a test case.
Permissions for these actions are managed through Customization > Roles, where user roles are assigned specific rights for Test Case operations. You can perform these actions based on the permissions granted to their roles.
Steps:
Go to the Steps section on the Create Test Case screen.
To add a test step, select 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.
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.
Repeat the process to add additional steps as needed.
There are two formats in which you can add test steps: Plain Text and Rich Text.
The test step description column supports rich text editor, when enabled from Projects > General Settings. Refer above section to know more about Rich Text Editor.
To Insert a New Row
To add a new row, click on the ‘+' icon and select 'Insert Row’. Alternatively, use the Tab key on your keyboard to navigate.
Repeat the process to add additional steps as needed.
To Insert Shareable Test Case:
Click on the cog ( ) icon for the current test step and select ‘insert shareable test case’.
Select the shareable test cases from ‘Link Shareable Test Case’ Screen and click on link.
To Copy Steps from an Existing Test Case
Click on the cog ( ) icon for the current step and select ‘Copy Steps from an Existing Test Case’.
Click on the relevant test case and select the steps to be copied.
Click 'Copy' or 'Copy & Close'.
Alternatively, you can also insert shareable test case or copy steps from an existing test case by clicking on the '+' icon.
User Defined Test Step Fields
If UDFs are added to the test steps, then they are displayed on the Test Steps section as columns beside the default fields of test steps.
These UDFs are set from Customizations > Manage Field.
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 to 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 Screen
Test Case Detail Screen
Create New Version Screen
Exploratory Testing Screen
Edit Entered Test Steps
While creating test cases, you can go back to a previous test step and make necessary modifications.
Steps
There are two ways in which you can edit a test step -
Click on the Edit icon at the right.
Hover over the test description, input data or expected outcome and the edit icon will appear. It allows you to do inline editing in the field.
Make necessary changes and press tab or click anywhere on the screen.
Risk Analysis
To enter risk analysis details, the super admin must first enable the risk analysis field for the project. This can be done from Projects > General Settings.
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.
After entering all the required details, click the Create button. The test case will be saved, and you will be redirected to the Test Case module list view page. The newly created test case will automatically be assigned a unique Test Entity Key.
Test cases are added at the Project level. The Test Case module main screen shows test cases according to the selected folder.
Editing/Updating a Test Case
Click on the Test Case Entity Key for the test case you want to modify.
Editing/Updating Test Case Steps
To edit test case steps, navigate to the steps tab and locate the Edit button in the top-left corner. Clicking this button provides two editing options: in line editing and test step editing.
Inline Editing
You can edit the test case steps - step description, input data, expected outcome and other user defined fields directly by hovering over and clicking on specific cells.
In-place edits will update the existing test case without creating a new version.
Steps:
Navigate to the cell you want to update.
Hover over the desired cell to display it in editable mode.
Click on the cell and make the necessary modifications directly in the field.
Steps for Test Case Editing
Users can also edit the test case steps by clicking on the Edit icon for a particular test step.
Clicking on this edit icon will open the step section displaying (Step Description, Input Data, and Expected Outcome) and 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.
Other tab: UDFs other than Large Text appear in a combined view, where you can edit the fields inline.
You can perform the following actions on this screen:
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 Test Step Cog icon
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.
Copying Steps from an Existing Test Case: Copy repetitive steps from an existing test case for reuse.
Copy Steps from an Existing Test Case
The 'Copy Steps from an Existing Test Case' option displays a list of all test cases within the current project. To copy steps from a different project, select a desired project from the top-left section of the screen.
When copying test steps from another project, all system-defined column values will be copied, while only the user-defined field (UDF) values that are common between the two projects will be included. Any user-defined fields that are not shared between the projects will be excluded from the copy.
You can refine the test case list using the filter option, allowing you to filter based on summary, release, cycle, test case status, or test case folder.
To view the steps within a test case, click the ‘+' icon next to the test case key. Select the required steps and click on 'copy or copy and close’.
Note:
Shareable Test Cases added as Steps cannot be copied.
Steps from shareable test cases can be copied from the filtered list when "Show Only Shareable Test Case" is selected.
A copy icon will highlight the copied steps, and hovering over the icon will display details of the source test case.
An info icon appears for copied steps. Hovering over the icon displays attachment-related details in a tooltip. Attachments are copied along with the steps, but they will only become visible and editable after saving the copied steps.
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.
To reorder test case steps:
On the Steps tab, click the cog icon at the right of the step.
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.
To add attachments:
Navigate to the test case detail page.
Open the Steps tab.
Click the Attachment icon for the relevant test step.
The Add Attachment screen will open. Attach the required files.
Note:
Attachments can be added on both the test case detail page and the test case edit page.
For attachments added at the step level, the Attachment Level will show as Test Step.
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.
Delete/Remove Test Case Steps
Users can delete unwanted test case steps by clicking on the remove icon option.
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.
Editing/Updating Test Case Details
You can edit the values of both system-defined and user-defined fields from the Details tab.
Steps:
Navigate to the test case details screen.
Access the Details tab.
Hover over the values you wish to edit.
Enter the new values and click the checkmark to save your changes.
Dependent Test Cases
You can establish test case dependencies from the Dependent Test Cases tab in the test case details screen to manage the execution order. This ensures a logical and organized testing process, as one test case's execution depends on the successful completion of another. For more information, refer to Test Case Dependencies.