Manage Test Plans

The test plan summary view provides testers with a single location to organize and manage test cases into folders. When planning your test effort use test plans to assemble test cases in a hierarchy of folders, run the tests in groups, log test results and defects then see the summarized results.

This topic includes the following:

• Create test folders
• Edit test folders
• Create hierarchical test folders
• Delete test folders
• Add test cases to test folders
• Add test folders to test cases
• Remove a test case from a test folder
• Run test cases
• Test folder status

Create Test Folders

Test folders allow you to organize and group your tests into functional areas.

With the Editor:

1. Click the Actions button located in the upper right of the page then select New Test Folder. The editor displays.
2. Enter the name for your new test folder.
3. Choose Save & Close, Save & New, or Save.

Inline:

1. Click the Actions button located in the upper right of the page then select Inline Add. A new row displays in the summary view.
2. Enter the name for your new test folder.
3. Click a row action icon:
• Click to save your test folder and add another.
• Click to save your test folder.
• Click to cancel.

Edit Test Folders

With the Editor:

1. Click the edit icon of the test folder you want to edit. The editor displays.
2. Complete your edits.
3. Choose Save & Close, Save & New, or Save.

Inline:

1. Double click the test folder row you want to edit. The row changes to edit mode.
2. Complete your edits.
3. Click to save your test folder or click to cancel.

Create Hierarchical Test Folders

To organize your test cases further you can create a hierarchy of test folders . The hierarchy is created by assigning a parent or child test folder.

Assign a Parent Test Folder:

1. Click the edit row action icon of the child test folder. The editor displays.
2. Click the Choose icon in the parent field. The test folder chooser displays.

3. Select the test folder to be the parent.
4. Click Choose. The test folder chooser closes and the editor displays the selected test folder name in the parent field.
5. Click to save your edit.
6. Perform these steps to reassign a child folder to a different parent.

The test plan summary page displays the child test folder under the parent. Expand the parent test folder to see the child test folder.

Create Child Test Folders:

1. Click the Inline Add Test Folder icon of the parent test folder. A new row displays in the summary view.
2. Enter the name for your child test folder.
3. Click a row action icon:
• Click to save your test folder and add another.
• Click to save your test folder.
• Click to cancel.

Delete Test Folders

Use the delete row action to delete test folders from the test plan summary view.

1. Click the Delete icon.
2. A confirmation dialog displays.
3. Click OK to continue with the delete or click Cancel.

The test folder no longer displays on the test plan summary page.

Add Test Cases to Test Folders

Create new or add existing test cases to test folders.

Create New Test Cases

With the Editor:

1. Click the New Test Case icon to display the test case editor.
2. Enter the test case information. The test folder field is automatically updated.
3. Choose Save & Close, Save & New, or Save.

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

Inline:

1. Click the Inline New Test Case icon to display a new row in the summary view.
2. Enter a name for the test case.
3. Click a row action icon:
• Click to save your test case and add another.
• Click to save your test case.
• Click to cancel.

Add Existing Test Cases

1. Click the Add Test Cases row action icon to display the test case chooser.

2. Place a check mark in the test case(s) you want to associate to the test folder.
3. Click 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.

1. From the test case editor click the Choose icon in the Test Folder field. The test folder chooser displays.
2. Select the test folder to associate to the test case.
3. Click Choose. The test folder chooser closes and the editor displays the selected test folder name in the test folder field.
4. Save your edit.
5. Perform these steps to move a test case to a different folder.

View the test folder from the test plan summary view. Expand the test folder to see the associated test cases.

Remove a Test Case from a Test Folder

Remove a test case from a test folder through the test case editor.

1. From the test case editor click the Clear icon in the test folder field.
2. The test folder no longer displays in the test folder field.
3. Save your edit.

The test case no longer displays in the test summary page under the test folder.

Run test cases

Run test cases contained in a test folder from a single location.

1. Click 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 create a test case result, add a defect or edit the test case.

Test Folder Status

The test plan summary view 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 your mouse over the status bar to display details.

• Green = passing test cases
• Red = failing test cases
• Yellow = all other test case result verdicts not passing or failing (For example, inconclusive, error or custom values.)
• White = not run