The Test Designer page allows users to manage their Test Cases and Test Steps. Only Active Test Cases appear in Test Designer.
Uploaded attachments are now sorted in descending order by upload date.
For Automated Test Cases, see Add And Edit Automated Test Cases And Test Steps.
Users can also Quick Search and Advanced Search, and Manage Test Case Folders.
1. Add and Edit Test Cases
To add Test Cases and their Test Steps:
- Click Test Designer.
- Click the folders button.
- Search for a Test Plan.
Test Designer only displays Active Test Plans.- Type a search query.
- Press Enter on your keyboard.
- Add or Edit a Test Case:
- Add a Test Case to a Test Plan:
Each Test Plan can have associated Requirements and Test Case Folders, to which Test Cases can be added. At least one Test Plan must exist before a Test Case can be created. - Edit a Test Case:
- Locate the Test Case:
- Click the Requirements tab and click to select a Requirement.
Or: - Click the Test Case Folders tab and click to select a folder.
- See Quick Search and Advanced Search for using the Advanced Search button.
- Choose a manual test case. (Manual test cases lack the Selenium icon.)
For the Automated Test procedure, see Add And Edit Automated Test Cases And Test Steps.
- Click the Requirements tab and click to select a Requirement.
- Hover your mouse cursor over the Test Case until the icons appear.
- Click the pencil icon.
- Click the pencil icon on the top-left corner to edit the Test Case Name.
- Locate the Test Case:
- Add a Test Case to a Test Plan:
- Type the Test Case Description. (Mandatory field.)
- Add an attachment using Plutora Test Chrome Plug-In:
To manage attachments, users need the Attachment View / Download, Attachment Access, Attachment Create, and Attachment Delete user permissions.- Add a screenshot:
- Click the black camera icon.
If the camera icon has a red dot, Plutora Test Chrome Plug-In is not installed. Click here to see the installation instructions. (You must also be using Google Chrome browser.) - Manage the screenshot using the toolbar. The tools from left to right are:
- Edit the screenshot title:
- Annotate the screenshot with the following tools:
- Selection: Select and move annotations.
- Crop: Select this tool, draw a rectangle around the area you want to keep, and click Confirm Crop.
- Arrow: Draw an arrow.
Arrows, text, rectangles, ellipses, and free draws will use the color selected in the Color tool (see below). - Text: Click to drop text and click the text to edit.
- Rectangle: Draw a rectangle.
- Ellipse: Draw a circle or oval.
- Free Draw: Draw a line.
- Undo: Undo the last action.
- Redo: Redo the last action.
- Delete: Deletes an annotation that has been selected using the Selection tool.
- Color: Click to select a color for your annotations. The button on the right opens a color wheel so you can select a color that isn’t in the menu.
- Selection: Select and move annotations.
- Click Download to download the file to your computer.
- Click Save to Attachments to save the file to Plutora Test.
- Click the X to close the pop up without saving the screenshot.
- Click the black camera icon.
- Add a video:
Videos created from Plutora Test’s Screen Capture are now saved in AWS, meaning that an unlimited number of 25 MB videos can be saved as attachments.- Click the black video icon.
If the video icon has a red dot, Plutora Test Chrome Plug-In is not installed. Click here to see the installation instructions. (You must also be using Google Chrome browser.) - Click to select which application window should record.
- Click Share.
- Click Start Recording.
- Click Stop to end the recording.
- Edit the video title:
- Click Record New Clip to discard the current video and record a new one.
- Click Download to download the file to your computer.
- Click Save to Attachments to save the file to Plutora Test.
Plutora Test can accept attachments up to 25 MB in size. If the video is larger, it cannot be saved as an attachment, but you can still download it. - Click the X to close the pop up without saving the video.
- Click the black video icon.
- Add a screenshot:
- Add an attachment manually:
To manage attachments, users need the Attachment View / Download, Attachment Access, Attachment Create, and Attachment Delete user permissions. - Manage uploaded attachments:
Uploaded attachments are now sorted in descending order by upload date.- View an attachment:
- Download an attachment:
- Delete an attachment:
- Click Manual Test. (Mandatory field.)
For the Automated Test procedure, see Add And Edit Automated Test Cases And Test Steps. - Type the Precondition. (In the future, this will be a drop-down menu instead of a text field.)
- Type the Post Condition. (In the future, this will be a drop-down menu instead of a text field.)
- Click to select a Priority button:
- Low priority is 1.
- High Priority is 5.
- Type the Environment. (In the future, this will be a drop-down menu instead of a text field.)
- Manage Associations:
- Manage Test Plan associations:
The selected Test Plan will be automatically added to Associations when creating a Test Case.- Add:
- Remove a Test Plan Association:
- Hover your mouse cursor over the Test Plan to make the delete button X appear.
- Click the X on the Test Plan to remove it.
- Click Confirm.
- Remove Test Plan from selected folders or completely remove the Test Plan:
- Click the right-pointing triangle to open the list of Test Plan folders.
- Hover your mouse cursor over the folder to make the delete button X appear.
- If there is only one folder listed, clicking the X will delete the Test Plan association.
- If there are more than one folders listed, clicking the X will remove the Test Plan from that folder but will not remove the association.
- Click Confirm.
- Click the right-pointing triangle to open the list of Test Plan folders.
- Manage Requirement associations: Adding a Requirement to a Test Case shows that the Test Case fulfills the Requirement.
Now Requirement ID appears next to Requirement Name and can be searched for and selected too.
- Add:
- Remove:
- Hover your mouse cursor over the Requirement to make the delete button X appear.
- Click the X on the Requirement to remove it.
- Click Confirm.
- Manage Test Plan associations:
- Click Show Right Panel to open the panel if it is closed.
- Fill in the Test Designer Custom Fields.
- These are fields that administrators have added using Test Designer Custom Fields Customization. These fields will vary between each Plutora Test installation. Please consult your administrators for the procedure for filling in these fields.
- Multi-select custom fields now contain checkboxes for easy selection. Selected items in multi-select custom fields can now be deleted without opening the menu by clicking on the X next to each item.
2. Add and Edit Test Steps
After opening or adding a Test Case, you can:
- Click Test Steps Editor tab.
- Manage Test Steps:
- Add a Test Step:
- Manage Test Step attachments:
To manage attachments, users need the Attachment View / Download, Attachment Access, Attachment Create, and Attachment Delete user permissions.- Add an attachment:
- View an attachment:
Uploaded attachments are now sorted in descending order by upload date. - Download an attachment:
- Delete an attachment:
- Edit a Test Step:
- Click a Test Step.
The Action and Expected Results field become editable. - Type the Action or Expected Results.
- Click outside the Action or Expected Results fields to save.
- Click a Test Step.
- Duplicate a Test Step:
- Sort Test Steps:
- Delete a Test Step: