Applying filters and views

Folder structure via filters and views

To organize the default, flat list display of your objects (Requirements, Test Cases, Test Sets) into meaningful structures, apply the available grouping and filtering criteria, and then save the resulting views as virtual, dynamic folders you can switch between with ease.

There are two types of views: the Default view (the flat view) and the custom structured views (created by users via grouping and filtering). In addition, you can keep the structured custom views that you create private or share them with other project members by making them public.

At a glance, you can create custom structured views by applying one or both of the following methods combined:

• Grouping (new feature) – Group the objects by custom field definitions of the type Label.
  Important:

  The Group by capability (which is part of custom structured views) is available in Test Manager only when delivered through Test Cloud.

• Filtering (revamped UI) – Filter the objects by their native properties (such as Updated by, Studio Project, and others).
  Important:

  Public views can be edited by other users.

Grouping objects (new feature)

You can group your objects by custom field definitions of the type Label.

Important:

The Group by capability (which is part of custom structured views) is available in Test Manager only when delivered through Test Cloud.

Scenario

Consider the following scenario. You want to check the test cases which were run in a particular sprint, on a specific application component. You also want to check the sprint and the component for test “GUJDM:15”. You navigate to the Test Cases view, but it is difficult to obtain this information from the Test Cases list.

Here is what an end-to-end flow would look like:

1. Create the following custom field definitions and their values. A custom field definition is a multi-select field.
   • Test Cycle

Figure 1. Test Cycle custom field

• Product Component

Figure 2. Product Component custom field

2. Go to Test Cases. 3. Select Group by, and select "Test Cycle".

Figure 3. Group by Test Cycle

4. In the left-hand side Group by panel, consult the sprints and the number of associated test cases in brackets. Select a sprint and check the test case details. The “Unspecified” category includes all the test cases which do not have a custom field attached to them.

Figure 4. Group by Test Cycle - panel

5. From the Group By dropdown, select “Product Component”. Consult the components and the number of associated test cases in brackets. A structure emerges, allowing you to view if several test cases were run for a component or if a component was tested across several sprints.

Figure 5. Group by Product Component - panel

6. Next, apply filters or save your changes as a custom structured view.

Steps

1. Create custom fields of the type Label and associate them with your test objects.
2. Go to the desired test object section (i.e. Requirements/Test Cases/Test Sets).

Figure 6. Filter criteria for custom structured views

3. Select Group by, and select or clear the check boxes of the custom fields. 4. Select Apply. 5. To revert your changes, in the Group by panel, select Remove.

Filtering objects (revamped feature)

You can filter the objects by their native properties (such as Updated by, Studio Project, and others).

Scenario

You want to check all the test cases which failed for the “Accounting” product component.

Here is what an end-to-end flow would look like:

1. Create the “Product Component” custom field. Add “Accounting” as one of its values.
2. Go to Test Cases.
3. Select Group by, and select the “Product Component” check box.
4. In the Group by panel, select “Accounting”.
5. Select More filters > Latest result. The Latest result filter appears on the filter bar. Expand the Latest result filter, and select the Failed check box.

Figure 7. Grouping and filtering in a custom structured view

Steps

1. Go to the desired test object section (i.e. Requirements/Test Cases/Test Sets).
2. Select one or several of the available filtering criteria.

Figure 8. Filter criteria for custom structured views

3. To manage the columns that are displayed in the table, select Columns, and select or clear the check boxes of one or more native properties of the object. Select Apply. 4. To have a filter appear as a standalone selection criterion in the filter bar, select More filters, and select or clear the check boxes of native properties or of custom fields (of the type label). Select Apply. To remove a filter from the filter bar, select More filters > Clear selection. 5. To view objects updated by you or other users, select Updated by, and select or clear the check boxes of one or more users. Select Apply. To revert your changes, select the x sign next to Updated by.

Managing custom structured views (revamped feature)

There are two types of views: the Default view (the flat view) and the custom structured views (created by users via grouping and filtering). In addition, you can keep the structured custom views that you create private or share them with other project members by making them public.

Important:

Public views can be edited by other users.

Create custom structured views

1. Go to the desired test object section (i.e. Requirements, Test Cases, Test Sets).

Figure 9. Filter criteria for custom structured views

2. Apply the available grouping and filtering criteria. 3. To save you custom structured view, go to the end of the filter bar, expand the Views menu, and select Save new view. 4. In the Save new view window, give your view a name (in the Label field) and decide whether to keep the new view private or set it to Public for other users to access and edit. Select Save to confirm changes.

Figure 10. Save New View for custom structured views

Important:

Public views can be edited by other users.

Switch between views

1. Identify the upper, left-hand corner of the object screen (Requirements, Test Cases, Test Sets).
2. Expand the menu, and select the Default view or a custom structured view.

Figure 11. Switching between custom structured views

Update the filters of custom structured views

1. Identify the upper, left-hand corner of the object screen (Requirements, Test Cases, Test Sets).
2. Expand the menu and select a custom structured view.
3. Update the filtering criteria.
4. To save your changes, go to the end of the filter bar, expand the Viewsmenu, and select Save current view.
5. In the Save current view window, give your view a name (in the Label field) and decide whether to keep the new view private or set it to Public for other users to access and edit. Select Save to confirm changes.

Update the name or the visibility of custom structured views

1. Identify the upper, left-hand corner of the object screen (Requirements, Test Cases, Test Sets).
2. Expand the menu and select Manage views.
3. To edit a private view, select My views. To edit a public view, select Shared views.
4. Identify the view you want to edit, and select the pencil icon.
5. In the Edit view window, update the name and the visibility.
6. Select Save.

Delete custom structured views

1. Identify the upper, left-hand corner of the object screen (Requirements, Test Cases, Test Sets).
2. Expand the menu and select Manage views.
3. To delete a private view, select My views. To delete a public view, select Shared views.
4. Identify the view you want to delete, right-click the three vertical-dot icon, and, from the context menu, select Delete.

Perform other operations (clone, make public or private) on custom structured views

1. Identify the upper, left-hand corner of the object screen (Requirements, Test Cases, Test Sets).
2. Expand the menu and select Manage views.
3. To manage a private view, select My views. To manage a public view, select Shared views.
4. Identify the view of interest, right-click the three vertical-dot icon, and, from the context menu, select the operation you want to perform: Make public, Make private, Clone view.

Figure 12. Operations with custom structured views

Clear all the filters applied onto custom structured views

1. Identify the upper, left-hand corner of the object screen (Requirements, Test Cases, Test Sets).
2. Expand the menu and select a custom structured view.
3. On the filter bar, select Reset.