Select planning test cases

If a newly created Test Run is based on a Test Run Template that is configured for manual selection of Test Cases (see Specify Test Case Selection), you must manually select the Test Cases before you or others execute the Test Run. You can select the Test Cases using the Work Item Tracker or select them in a Document (if they are defined in a Document).

Test Cases to be tested by the Test Run can be defined in the current project and/or in one or more other projects. For example, a project named Standard Tests might define a set of Test Cases that must always be tested for every application, while the current project contains Test Cases specific to an application or variant. When Standard Tests is specified in the Project Span field of the Test Run properties, you are able to select Test Cases from it. If you also want to select Test Cases form the current project, you must include it in the Project Span field.

Tip:

The Project Span property must specify all projects from which Test Cases are selected, including the current project, if applicable. If all Test Cases are in the current project, you can leave Project Span empty.

Tracker approach

The following steps assume there is an existing Test Run configured for manual selection of Test Cases.

To begin the selection:

  1. Open your project if not already open.

  2. In Navigation, select Test Runs, and in the upper pane of the Test Runs page, select the Test Run for which you want to select Test Cases.

  3. In the Test Run detail pane, click (Actions) and choose Select Test Cases. This action appears only when manual selection of Test Cases is specified in the Test Run properties.

The Table view of the Work Items topic displays the Test Run Planning sidebar. You can add or remove Waiting Test Cases from the manual selection of Test Cases for a Test Run.

You can browse the Test Cases listed in the table and select those that testers should execute when executing the Test Run. The sidebar updates to show the total number of Test Case executions waiting. If some Test Cases have multiple Iterations defined for the current Test Run, these are reflected in the "Waiting" count, which may then be larger than the number of items selected in the table. Items in the table that are currently added as "Waiting" show a colored highlight at their left border.

The items appearing in the table are the result of a query, which is built and run as a result of the Select Test Cases action of the Test Run. The query appears in the visual query builder on the page, and you can optionally modify it so that the table contains all the Test Cases you want for the Test Run.

To add a Test Case to the queue of waiting Test Cases, click the icon in its row in the table. To remove an added Test Case, click the icon that appears in its row.

When you have added all Test Cases that should be executed by the Test Run, click Save Test Run at the bottom of the Test Run panel.

If you want to further configure the Test Run or execute it, select the Test Runs topic in Navigation, and then select the Test Run in the list of Test Runs.

Tip:

  • Clicking the Test Run ID shown in the Test Run Planning sidebar navigates directly back to the Test Run page.

  • Clicking on the Waiting label in the sidebar filters the table to list only waiting Test cases. The Executed filters the table to list only executed Test Cases.

  • You can select multiple items in the table (use the check box on each row) and add or remove them from the Waiting list all at once using the respective buttons in the Test Run Planning sidebar.

  • The Navigation scope can change depending on the setting in the Test Run's Project Span property. If multiple projects are specified in that setting, the scope switches to Repository. If just one project is specified, the scope switches to that project. If Project Span is empty, the scope remains in the current project.

  • To return to the Test Run after selecting Test Cases, regardless of current Navigation scope, click the Test Run name in the Test Run Planning sidebar. If not already open, the project containing the Test Run opens and the Test Run page loads in the browser.

Document approach

The following steps assume there is an existing Test Run configured for manual selection of Test Cases.

To begin the selection:

  1. Open your project if not already open.

  2. In Navigation, select Test Runs, and in the upper pane of the Test Runs page, select the Test Run for which you want to select Test Cases.

  3. In the Test Run detail pane, click (Actions), and then choose Select Test Cases.

    The Table view of the Work Items topic opens.

  4. If it is not already opened, open the Test Run Planning sidebar using the Show Sidebar menu on the Document Editor toolbar.

  5. Go to Navigation, navigate to the space containing the Document that defines the Test Cases to be selected for the Test Run, and select that Document. The Document opens in the Document Editor, and the Test Run Planning sidebar remains open.

    If the Navigation node contains too many Documents, you need to locate and open the desired Document via the space Index page or search. After opening the Document, open the Test Run Planning sidebar as previously described.

You are now ready to add Test Cases from the Document to the Test Run. Please refer to the following figure:

Document filtered for relevant Test Cases.

Add to Waiting.

Remove from Waiting.

Remove selected item(s) from Waiting.

Add selected items to Waiting.

Multiple items selected.

  • To add a Test Case, select it by clicking anywhere in its content; the selection is indicated by the gold left border. Then,either click in the left margin or Add in the Test Run Planning sidebar.

    The count of waiting Test Cases is incremented in the Test Run panel. If the Test Case defines multiple Iterations, the "Waiting" count reflects the total number of Test Case executions, which may be higher than the number of Test Cases added to the Test Run's queue.

  • To add multiple Test Cases, select all of them (Shift + Click in most browsers), then click the Add button in the Test Run Planning sidebar.

    The count of waiting Test Case executions is incremented in the panel by the number of selected items plus additional Iterations, if any. Note that multiple items must be contiguous in order to be selected at once.

  • To remove a previously added item from the queue of waiting Test Cases, select the Test Case in the Document body. Click either the icon in the left margin or Remove in the Test Run Planning sidebar.

  • After adding all the Test Cases you want to be tested in the Test Run, click the Save Test Run button in the sidebar.

    Testers can now execute the Test Run using the Execute Test button on the Test Run page.

Tip:

When the Document is opened as described above, it is filtered by a query which is built and run as a result of the Select Test Cases action of the Test Run. You can optionally modify this filter query to increase or reduce the number of items displayed in the Document.

Plan Work Items from a Document revision

Test managers may sometimes need to populate a Test Run with Test Case items from a specific version of a test specification Document that has been reviewed and approved.

  1. Open the desired Document revision in the Document Editor. See View Document History.

  2. With the revision open in the Document Editor, create a new branched Document ( Actions Menu Branch). See Branching Documents for more detailed information.

    For example, suppose a Document named Test Specification that is under continuous development, and a Plan Version 1.0 that should be populated from Revision 1001, has been reviewed and approved for production. From Revision 1001 of Test Specification, you create a branched Document named, for example, Test Specification Version 1.0 - Frozen.

  3. Create a new Test Run Template named, for example, "Rev. 1001 Tests", selecting Empty as the template base.

  4. Set the Select Test Cases field to LiveDoc on create, and in the Document drop-down box specify the branched Document created in Step 2 above. (Just start typing a word in the document name and select it from the options that appear.) Save changes to the template, and click Manage Templates to return to the Test Runs page.

  5. Create a new Test Run based on the new Test Run Template you just created, edit the properties if necessary, and save it.

    When this Test Run is executed, the Test Cases are those from the branched Document that was branched from Revision 1001 of the specification.