Manage Test Plans

The Test Plan summary page provides testers with a single location to organize and manage test cases into test folders. When you plan your test effort, use test plans to assemble your test cases in a hierarchy of folders, and to view the summarized results of all the tests in a group.

Managing test plans includes the following:

Access the Test Plan Summary Page

Notes:
  • The Test Plan page obeys project scoping.
  • Your ability to edit is dependent upon the user permissions you have been assigned.
  • When the test plan page shows more than 500 test cases and folders, the page will no longer be pre-loaded with all details for all test plans. The expand all control will disappear and you will expand folders one at a time to see associated details.
Follow this step:
  1. Select Quality, Test Plan.

Test Plan

Create Test Folders

Use test folders to organize and group your tests into functional areas. This section describes the procedures you can use to create test folders.

With the Editor

Follow these steps:
  1. From Actions, select New Test Folder.
  2. In the Create Test Folder editor, enter the name for your new test folder.
  3. Optionally, select a parent test folder from the Choose icon.
  4. Select Create or Create + New.

Inline Add

Follow these steps:
  1. From Actions, select Inline Add.
  2. On the empty row at the top of the summary page, enter the name for your new test folder.
  3. Select a row action icon:
    • Select Save and new to save your test folder and add another.
    • Select inline edit save image to save your test folder.
    • Select Cancel to cancel.

Learn more about shortcut keys for these icons.

Edit Test Folders

You can edit test folders from several locations on the Test Plan summary page. This section describes the procedures you can use.

With the Editor

Follow these steps:
  1. In the row for the test folder that you want to edit, select the Edit icon.
  2. In the Edit Test Folder editor, make any necessary changes.
  3. Select Save.

Inline

Follow these steps:
  1. Double-click the test folder row you want to edit.
  2. With the row in edit mode, complete your edits.
  3. Select the Save icon to save your changes or select the Cancel icon to cancel.

Create Hierarchical Test Folders

To organize your test cases, you can create a hierarchy of test folders. Create a hierarchy by assigning a parent or child test folder.

Assign a Parent Test Folder

Follow these steps:
  1. From the Test Plan summary page, select the Edit icon of the test folder.
  2. In the Edit Test Folder editor, select the Choose icon in the Parent field .
  3. From the Choose Test Folder drop-down, select the parent test folder.
  4. Select Save.

Create Child Test Folders

Follow these steps:
  1. From the Test Plan summary page, select the Inline Add Test Folder icon of the parent test folder.
  2. On the new row, enter the name for your child test folder.
  3. Select a row action icon:
    • Select Save and new to save your test folder and add another.
    • Select inline edit save image to save your test folder.
    • Select Cancel to cancel.

Learn more about shortcut keys for these icons.

Delete Test Folders

Follow these steps:
  1. From the Test Plan summary page, select the Delete icon next to the test folder you want to delete.
  2. Select OK on the confirmation message.
Note: Child test folders are not deleted with parent test folders. The Parent field of the child story is cleared and child folders display on the Test Plan Summary page unless you delete them as well.

Add Test Cases to Test Folders

You can create new or add existing test cases to test folders.

Create New Test Cases With the Editor

The Test Plan summary page displays the new test case under the test folder. Expand the test folder to see the associated test cases.

Follow these steps:
  1. On the Test Plan summary page, select the New Test Case icon New Test Case on the row of the test folder to which you want to add test cases.
  2. On the Create Test Case page, enter the test case information. The test folder field is automatically updated.
  3. Select Create or Create + New.

Create New Test Cases Inline

Follow these steps:
  1. On the Test Plan summary page, select the Inline New Test Case icon on the row of the test folder to which you want to add test cases.
  2. On the empty row, enter a name for the test case.
  3. Select a row action icon:
    • Select Save and new to save your test case and add another.
    • Select inline edit save image to save your test case.
    • Select Cancel to cancel.

Learn more about shortcut keys for these icons.

Add Existing Test Cases

Follow these steps:
  1. On the Test Plan summary page, select the Add Test Cases row action icon.
  2. On Choose Test Case, select the test cases you want to associate to the test folder.
    Note: On the chooser page, if you select items and then select the next page, your selections on the first page are not saved. Filter your search criteria and increase your display to limit your results to one page. filterdisplay
  3. Select Choose.
    The Test Plan summary page displays the new test case under the test folder. Expand the test folder to see the associated test cases.

Add Test Folders to Test Cases

Add test folders to test cases through the Test Case editor.

Follow these steps:
  1. Select Quality, Test Cases.
  2. Select the FormattedID of the test case you wish to edit.
  3. On the Test Case editor, select the Choose icon in the Test Folder field.
  4. On Choose Test Folder, select the test folder to associate to the test case.
  5. Select Choose.
  6. On the editor, select Save.
Notes:
  • Test cases can only be added to a single test folder.
  • Only test cases from the selected project can be added to a test folder.
  • The chooser only displays test cases that reside in the selected project.
  • If a test case contained within a test folder is moved to a different project, the Test Folder field of the test case is cleared.

Rank Test Cases in a Test Folder

There are two methods you can use to rank test cases in a test folder:

  • Drag-and-Drop Ranking
  • Manual Ranking

Drag-and-Drop Ranking

Rank test cases on the Test Plan page in an executable order by using drag-and-drop. To change the order of a test case in a folder, select the test case and drag it to the correct placement.

Rank test cases in folder

Manual Ranking

If your workspace is set to use manual ranking, you can change the order or priority of a test case on the Test Plan page by double-clicking on the case and entering a rank value.

Manual rank on test plan page

Remove a Test Case from a Test Folder

You can remove a test case from a test folder through the Test Case editor.

Follow these steps:
  1. Select Quality, Test Cases.
  2. Select the FormattedID of the test case you wish to edit.
  3. On the Test Case editor, in the Test Folder field, select the gear icon and then select Clear.
  4. Select Save. The test case no longer displays in the Test Plan summary page under the test folder.

Run Test Cases

Select the Run icon to view a summary of all test cases contained in a test folder.

Follow these steps:
  1. On the Test Plan summary page, select the Run row action icon for a test folder.
  2. The test cases that are contained in the test folder are listed in the test run view. From this view you can:

See the Test Run help topic for more information.

Follow Best Practices for Creating and Managing Test Case Results

Your team is better able to track the state of a test case if you always use the Test Case Result detail page, which is associated with a specific test case, to create new test case results. We, therefore, recommend that you follow the best practice of creating test case results only on the Test Case Result detail page that is associated with the specific test case on which you are working.

While it is possible to create a new test case result from the Test Case Result Summary page, we recommend that you use the summary page only for viewing, editing, and deleting existing test case results.

Test Folder Status

The Test Plan summary page displays a status bar for each test folder. The status bar rolls up the test results of the test cases in the folder, as well as results in child folders.

Hover over the status bar to display details:

status bar image

  • Green = Passing test cases
  • Red = Failing test cases
  • Yellow = All other test case result verdicts not passing or failing (such as inconclusive, error, or custom values).
  • White = Not run

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