Basic Folder Operations
Folders help you organize related test assets, making them easier to manage.
Create a folder at the root level or as a subfolder within existing folders. Perform folder operations like copy, move, archive, or delete as needed. This enables bulk actions on the assets within.
You can also share folder links across different communication channels. Team members with the access rights can access the folder and its assets.
Understanding Folder Asset Count
The system displays the total count of assets, including both active and archived, next to each folder.
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Let's say the folder hierarchy is Folder A contains Folder B and Folder B contains Folder C.
If:
Folder A contains 5 assets
Folder B contains 3 assets
Folder C contains 2 assets
Then, the folder view will display:
Folder A (10) – Parent folder
Folder B (5) – Child folder
Folder C (2) – Subfolder of Folder B
The count for each folder includes assets within that folder and all of its subfolders.
Displaying Entities from Sub-Folders at Parent Folder
Include or exclude test assets from sub-folders at the parent folder level.
To hide the entities from the sub-folder:
Open the Options drop-down as shown in image.
Deselect Include Entities from Sub-Folder.
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Creating a New Folder
Create folders and sub-folders within the Requirement, Test Case, or Test Suite modules.
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To create a new folder, perform the following steps:
Go to the specific module (Requirement, Test Case, or Test Suite).
Select the parent folder. By default, the root folder is selected.
Click the parent folder.
Click New Folder.
Enter the folder name and folder description.
Click Create.
Track the newly created folder in the folder list.
All About Folder Descriptions
Add descriptions to folders highlighting the purpose and usage of the folders.
Note
Folder descriptions support large text and rich text formatting.
Go to Project Settings and turn on the Enable rich text editor option.
Folder descriptions cannot be added to the root folder.
Editing an Existing Folder Name
To edit an existing folder name, perform the following steps:
Select the folder.
Click the Edit icon on the toolbar.
Edit the folder name and click .
Copying Folder Link
Generate a direct link to any folder in the test repository and share it for quick access. There are two approaches.
A. Right-click on the Folder to Copy the Folder Link
Right-click on the folder to copy.
Select the Copy Folder Link option.
B. Copy the Folder Link from Breadcrumb Navigation
Go to the breadcrumb navigation in the module details page.
Hover over the folder name and click the Copy icon.
The folder link is copied to the clipboard. You can share this link using email or messaging apps. Users with necessary permissions can view all the assets listed in the folder.
Note
Lacking necessary permissions throws error message: "You do not have sufficient permissions to view this folder."
For deleted, renamed, or moved, folders, the system throws: "The folder no longer exists or has been moved."
The link only navigates to the folder location and expanded hierarchy; applied filters are not retained.
Sorting and Clear Sorting
Sort the folder structure either alphabetically or by date (newest first or oldest first).
Right-Click Menu for Folder Operations
You can perform various folder operations by right-clicking on a folder name in the folder tree.
Below is a list of the available actions:
Option | Description |
|---|---|
View Folder | It displays the folder name, description, and its complete path within the folder hierarchy. |
Add Sub Folder | Adds a sub-folder under the selected folder. |
Edit Folder | Rename or update folder details. Not applicable for the root project folder. |
Copy Folder Link | Copies the direct link to the folder. |
Archive Folder | Moves the folder and sub folders along with the test cases within to an archived state. |
Move Folder(s) | Moves the folder along with all its details within the same project or to a different project. |
Copy Folder | Displays selected folders and subfolders and copies folder details. |
Export <Assets> of Folder | Exports Test Cases, Requirements, or Test Suites from the folder. |
Create Test Suite from Folder | Creates a test suite using the test cases available within the selected folder. |
Clone Folder Structure | Creates a duplicate of the selected folder hierarchy without copying the test assets within the folders. |
Note
Folders in the Requirements module with synced Jira issues cannot be archived.
Folder descriptions cannot be added for the root project folder.
For folders created through import or automation, the folder description must be entered manually.
Folder descriptions cannot be imported or exported.
The root folder cannot be deleted.
Deleting a folder will remove all subfolders and entities within it.
The status of the parent folder will be updated across all scopes.
You can bulk archive multiple folders through Bulk operations.
When you move a Test Case Folder, the test cases keep their associations with all other folders they are already linked to. Only their link to the folder being moved is updated.
Archiving a Folder
Note
Only users with ‘modify’ asset permissions can archive or unarchive assets and asset folders.
Archive an entire folder to hide all its test assets, sub-folders, and their contents. Archiving a folder also hides it for the associated release and cycle.
Caution
Archiving folders does not archive test cases inside them.
In case of Test Cases:
Select a target folder to move the test cases currently associated with the folder being archived.
Their links to other folders remain unchanged.
Their link to the archived folder is removed.
If you don't select a target folder, the test cases gets moved to the project’s Root folder.
They retain associations with any other folders but is no longer linked to the folder being archived.
View Archived Folders
To view archived folders, expand the filters and select Show Archived Items.
You can perform the following operations on an archived folder:
Option | Description |
|---|---|
View Folder | It displays the folder name, description, and its complete path within the folder hierarchy. |
Unarchive Folder | Restores the selected folder along with its full subfolder hierarchy.. |
Delete Folder | Folders must be archived before they can be deleted. |
Note
Unarchived folders do not contain any test cases by default. You can manually move test cases into these folders as needed.
Impact of Archiving or Unarchiving Entities on Folders
Operation on Entities | Consequences on the Folder |
|---|---|
Archive entities from the folder | Does not archive the folder automatically. |
Unarchive entities from an archived folder | Unarchives the folder automatically. |
Note
Reuse a child test case in multiple folders within the same project. When the parent test case is synced, all updates are automatically reflected in every folder where the child test case exists.