Test artifact list views

Test artifact list views display a table of test artifacts of a single test artifact type. The list views provide a mechanism for managing test plans, test cases, test suites, test scripts, test execution records, test results, and other test artifacts. Each view provides multiple filtering strategies so that you can organize the test artifacts in your repository and find specific test artifacts more quickly. You can open each view by selecting the appropriate Browse command from the menus in the header.

The following figure shows a list of test plans, which you can open by clicking Planning > Browse > Browse Test Plans.

Interface elements

The following interface elements are common to all artifact lists.

View As
Provides different views. All artifact types have a General view. Several artifact types also have a Traceability and Execution view. For more information, see Traceability and test execution views.
Group By
Groups the list of artifacts in different ways, depending on the artifact type. Typical groupings include group by owner, group by priority, group by iteration, group by test plan, group by test case, and group by a specific category, such as product, release, or test phase.
Number of Items Per Page
Specifies how many items to view at a time.
Copy link for this page
Enables you to copy the link for the current page, which includes all the required information to re-create the current page. The option is available at the top of the page for all list views that support filters. All artifact editors are also supported and the link includes the section that is currently selected. This option also enables you to copy the title of the page in one click. For the artifact editors, the title includes the ID and title fields. For the list view, the title is the artifact type and the filter description.
Run Default Query
If a saved query is set as the default query, when the table list view is selected, the default query results are listed instead of all the artifacts. If the list view is manipulated with filters and other queries, Run Default Query resets the table list view with the default query set for the list view.
Set Default Query
The default query set for the list view is set in the project properties by the administrator that can be none or a shared query. You can use the Set Default Query to override the default query that is set in the project properties. You can override with a personal query as well. It is a convenient way to change the List View Queries of the list view of the artifact type you are viewing without navigating away to the User Preferences menu. You can set the current query used in the list view as default both a personal query or a shared query.
Type filter text
Performs a quick search, such as for an artifact with a particular name or an artifact that was modified on a particular date.
Select
If a table list view supports multiple selections, the table header provides a drop-down menu with the options to select or deselect all items on the current page, and to select or deselect all items on all pages. If the check box is selected, it indicates that all items in the table are selected. If the check box is cleared, it indicates that no items in the table are selected. A shaded check box indicates that some items in the table are selected, and they might not be displayed on the current page.

Action Bars

The Action Bars is a row of icons along the upper-right side of the list view. For example, the Action Bars for the test plan table is as follows:

Action bar

Functions in the Action Bars vary according to the artifact type. For example, the functions in the test plan's Action Bars are listed below:

  • The Refresh Refresh icon updates the display.
  • Click the Create Test Plan Create test plan icon to open a new test plan window. You can enter a unique test plan name and also select a test plan template. See Creating test plans for more details.
  • The Manage Test Plan Categories Manage category icon creates and organizes test plan categories.
  • The Export PDF Export to PDF icon exports the view to a PDF file.
  • The Download as spreadsheet (.csv) Download as spreadsheet (.csv) icon exports the view as a comma-separated spreadsheet.
  • The Change Display Settings Change Display Settings icon changes the columns and status bars that are displayed and changes the width of each column. By default, all sections use the personal settings when the list view is opened. You can choose to use the Use default column display settings or the Use personal column display settings.

Filtering and sorting in the main list view

You can use the column-filtering capabilities in the main list views to locate specific test artifacts more quickly and to manage your work. Click the window sash beneath the column header row to display the filters for each individual column.

To add additional filtering criteria that is not currently displayed in a column, move the cursor to the far right side of the header row and click the Enter More Filters icon Add Filter.

To run an ascending sort on that column, click a column header, such as State. Click the column header again to run a descending sort. Click the column header a third time to remove the sort on that column.

After you define the filtering and sorting criteria, you can save your choices as a query, which you can run at a later date.

Filtering in the sidebar

You can use the left sidebar to do additional filtering. Click the window sash along the left border of the main window to open the filters sidebar.

Sidebar

All artifact tables include the Filter By Categories and Filter By Saved Queries features. With test case lists, you can also use the Filter By Test Plans feature. With lists for test case and test suite execution records, you can also filter by the parent test case categories.

Some of the filters for script steps that are available:

Test Cases view

  • Filter by script steps

Test Case results

  • Filter by Passed script steps
  • Filter by Failed script steps
  • Filter by PermFailed script steps
  • Filter by Inconclusive script steps
  • Filter by Attempted script steps
  • Filter by Deferred script steps
  • Filter by Blocked script steps

Filter by Test Case Categories

Action menus

An Action menu Action menu drop down is available for each row in the list. Several functions are available from the Action menu, depending on the artifact type.

For example, the Action menu for a test plan includes the actions shown in the following figure.

Action Menu test plan

Inline editing

You can edit some of the table cells in a list, without having to open the artifact itself. For example, while viewing a list of test plans, you can change the name of individual plans and change the priority, owner, state, categories, and custom attributes.

The cells that you can edit vary by artifact. You can edit any cell that displays the Edit icon (Edit) on hover. To edit a table cell, do one of the following actions:

  • Select Edit Test Artifact from the Action Menu.
  • Double-click in a cell.
  • Hover over an editable cell until you see the Edit icon (Edit), and then click the icon to open the cell for editing.

After making your edit, click Save Changes from the Action menu. You can also press Enter, press Ctrl+s, or click outside the row.

The test case editor has a section named Edit Test Scripts Inline that enables you to directly edit and save any test scripts that the test case references. To use this feature, you add the section to any existing test case.

Bulk editing

You can make bulk edits to several artifacts in a list. For example, if someone leaves the test team, you can select multiple rows and click the ChangeBulk change icon to the right of the Owner column to change the ownership of all of the selected artifacts. Or, if the release number changes, select the artifacts that are impacted, and use bulk edit to change all of the artifacts at once.

Status icons

Icons that represent test artifacts are sometimes decorated with smaller icons that show the execution status of the artifact:
Status icons on test cases

For information about the meaning of these icons, see Test artifact status icons.

Icons

The editors in Engineering Test Management display icons to differentiate artifact types. For new users, the artifact types might not be apparent from the icon. To improve usability, the label of the artifact type is included below the icon.


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