Bulk Operations

Bulk Operations allows batch actions such as edit, comment, delete, export, copy, move, and archive on requirements, test cases, and test suites modules.

Note

  • Filter records by folders, system fields, custom fields, or Jira fields.

  • You cannot perform bulk operations on issues imported from Jira.

  • You can perform bulk operations on up to 1,000 records at a time.

Bulk Operations by Test Asset Type

The following table shows which bulk operations are available for each test asset type.

What you can Edit in Bulk

Test cases

  • Link test cases with requirements.

  • Edit specific versions of test cases.

  • Link attachments.

  • Link releases and cycles.

Requirements

  • Link requirements with test cases and issues.

  • Edit specific versions of requirements.

  • Link attachments.

  • Link releases and cycles.

Test suites

  • Link test suites with platforms and test cases.

  • Link attachments.

  • Link releases and cycles.

Table 35. Bulk Operations by Test Asset Type

Module

Copy

Move

Edit

Delete

Archive

Unarchive

Approve

Within Same Project

Across Project

Within Same Project

Across Project

Requirement

Y

Y

Y

Y

Y

Y

Y

Y

Y

Test Case

Y

Y

Y

Y

Y

Y

Y

Y

Y

Test Suite

Y

N

Y

N

Y

Y

Y

Y

Y

Issue

Y

Y

Y

Y

Y

Y

NA

NA

NA

Platform

NA

NA

NA

NA

NA

Y

Y

Y

NA



Performing Bulk Operations

To perform bulk edit actions, perform the following steps:

  1. Go to the relevant module.

  2. Select the Cog(⚙️) icon and then select Bulk Operations.

  3. Choose the operations to perform

    QPro_Choose_Bulk_Operation.png
  4. Select the records:

    • To select an individual record, select the check box.

    • To select all records across pages, click Select All.

    • To edit a specific version of a test asset, select that version. Test cases with multiple versions are expandable, so you can view all available versions.

  5. Enter the operation details, as described in the following sections.

Operation Details

Bulk Edit

After making the necessary updates, you can do one of the following:

  • Save As New Version, to create a new version of the selected records with the updated changes.

  • Update, to update the current version of the selected records.

For test suites, select Update.

Bulk Operations on Modules

Copy

  1. Select whether to copy a specific version or all versions of the assets.

  2. Select the destination folder. To copy the assets to a new location, select Add Folder and create a new folder.

  3. Select Copy.

Move

  1. Select the test assets you want to move.

  2. Select the destination folder. To move the assets to a new location, select Add Folder and create a new folder.

  3. Select Move.

Archive and Delete

  1. Select the test assets.

  2. Select Archive or Delete.

  3. Select Yes to confirm.

Note

  • The archive operation archives all versions of the test assets and removes their folder associations.

  • You can delete only archived records.

Unarchive

  1. Select the records.

  2. Select Unarchive.

  3. Select the folder to store the unarchived test assets.

Share (test cases only)

For test cases, you can also share records as child test cases:

  1. Select the records.

  2. Select the project, release, and cycle to share the selected test cases as child test cases.

  3. Select Yes to confirm.

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