Introduction

The Test Cases Module is the central repository of test cases. This module enables you to create, organize, reuse, and manage test cases.

In QMetry, you can use a single test case repeatedly. You can link a test case to multiple requirements and test suites as well as associate it with multiple releases and cycles. The execution status of test cases is independent per cycle which means you can repeatedly execute the same test case for different cycles without affecting the test results between separate runs.

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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.

• View the Status of individual Test Cases.

• Link relevant Requirements and Issues to Test Cases.

• Set Predecessor and Successor relationships between Test Cases.

Test Case Module UI

The test case module grid view offers various customization options.

Sorting and Clear Sorting

You can sort the folder structure alphabetically or by date (newest first or oldest first).

Sorting

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Clear Sorting

 

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You can 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

 

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Advanced Filters

 

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To apply advanced filters, these are the steps:

1. Click the + icon (Refer to the image below).

2. Select the desired fields for filtering.

3. Enter the filter values.

4. Click Save and Apply.

For example, you want to filter test assets by Priority and Entity Key.

Click 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.

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Reset Filters and Clear Filter Value 

The Clear Filter Values clears out the values in the filters without removing the fields themselves.

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

 

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Clear Filter Values

 

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The Arrange Columns option in the Test Case Module grid enables you to customize the asset view. Refer to the Manage Grid Columns page to know more.

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.

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When you select the Latest Execution Status field, the grid view shows the most recent execution status of the test case.

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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.

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Managing Test Case Folders

You can organize and manage test cases in a folder-based hierarchy. You can further 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

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Include or Exclude Test Cases from Sub-Folders at the Parent Folder

You can include or exclude test assets from subfolders at the parent folder level. 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 a sub-folder, open the Options drop-down and deselect Include Entities from Sub-Folder.

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Learn about the available actions for folders in Basic Folder Operations.

Refer to Bulk Copy/Move at the directory level within/across the project to know more about Bulk operations.

Test Case Detail Page UI

Click the Test Case Entity Key in the grid view to open the test case detail page UI. Right-click the Entity Key to open it in a new tab.

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Navigation

You can navigate through the requirements in two ways - using the previous and next buttons or breadcrumb navigation.

Refer to the User Navigation to learn more.

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".

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Tabbed View vs. Combined View

The test case detail page displays:

A. Individual Section Tabs (Editable)

B. Combined View (Read-Only View)

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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.

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B. Combined View (Read Only View)

The tab displays the consolidated information about the entire test case.

Managing Test Cases

With the necessary permissions, you can create, edit, copy, move, archive, and delete test cases. Admins can grant permissions from Roles in the Customization screen.

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 required information.

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To add a test case, perform the following steps:

1. Click the New button.

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, you need to 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, enter the following details:

All About Rich Text Editor

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

• Adding Images: You 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. You can copy and paste multiple images

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

You 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 under the Manage Field tab for this project, they will appear in this section.

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Adding Test Steps

You can add, view, edit, and delete test steps within a test case.

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To add new test steps, perform the following steps:

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

2. Click the expand icon to view test steps in full-screen mode.

3. Hover over the right end of the row to display the edit pencil and cog icon.

4. 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 cog icon for the current test step and select Insert Row to add a new step next to it.

5. A blank row is added with an auto-generated step number.

6. Enter the Step Description, Input Data, Expected Outcome, and other UDF details in the respective fields.

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

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To insert a Shareable Test Case, perform the following steps:

• Click on the cog ( ) icon for the current test step and select Insert Shareable Test Case.

• Select the shareable test cases from the Link Shareable Test Case Screen and click on the link.

To Copy Steps from an Existing Test Case, perform the following steps:

• 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.

User-Defined Test Step Fields

If you have added UDFs to the test steps, then they are displayed on the Test Steps section as columns beside the default fields of test steps.

You can set UDFs from Customizations under the Manage Field tab.

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Show or 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.

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

Any changes in the 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 a New Version Screen

• Exploratory Testing Screen

Editing Entered Test Steps

While creating test cases, you can go back to a previous test step and make necessary modifications.

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To edit the entered steps, perform the following actions:

1. There are two ways in which you can edit a test step:

   1. Click on the Edit icon at the right.

   2. 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.

2. Make necessary changes and press tab or click anywhere on the screen.

Risk Analysis

When creating a test case, you can enter risk analysis details, including Risk Type, Risk Category, Likelihood, and Impact. Based on these values, the system automatically calculates the risk priority number and the extent of testing required. These values help in setting the priority of the test cases in the right order.

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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.

Importing Test Cases

You can import test cases from Excel and Jira. Learn more about Importing Test Cases from Excel.

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Editing/Updating a Test Case

Click on the Test Case Entity Key for the test case you want to modify.

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.

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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.

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To edit the steps with in-line editing, perform the following steps:

1. Navigate to the cell you want to update.

2. Hover over the desired cell to display it in editable mode.

3. Click on the cell and make the necessary modifications directly in the field.

Steps for Test Case Editing

You 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 the step description, input data, expected outcome, and custom fields. You can switch between the fields.

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

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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 Rows

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• Insert Row

• Insert Shareable Test Case

• Copy Test Steps from an Existing Test Case

You can also perform these actions on a specific test step by clicking the cog icon at the right end of the row.

Actions on Test Step Cog Icon

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You can perform the following actions on the Steps grid:

Copying 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 the 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.

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Changing the Order of Test Case Steps

While executing the 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, perform the following steps:

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

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

Adding Attachments to Test Steps

You can add attachments to test case steps either by clicking the attachment button for a test step or by embedding attached images/files in rich text fields.

Read Managing Attachments to know more

Deleting or Removing Test Case Steps

You can delete unwanted test case steps by clicking the remove icon.

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Deleting or Removing Test Steps in Bulk

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To delete test steps in bulk, perform the following steps:

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.

Editing or Updating Test Case Details

You can edit the values of both system-defined and user-defined fields from the Details tab.

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To update the test case in bulk, perform the following steps:

1. Navigate to the test case details screen.

2. Access the Details tab.

3. Hover over the values you wish to edit.

4. 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.

Creating a New Version of the Test Case

If test case steps are added or edited in an already executed test case, save it as a new version to retain the original details. Updating overwrites the previous details, while creating a new version preserves the original values and creates a new version of the test case with updated details.

The Save as New Version button is visible on the screen only if you have versioning rights.

To save changes as a new version:

1. 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.

2. Save as 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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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.

Handling Test Case Execution Status

When saving a new version of a test case that has been previously executed, you 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.