Applies to QAComplete 12.33 SaaS, last modified on November 18, 2019

In QAComplete, you can link defects to requirements, agile tasks to releases and so on. This makes it easier to monitor your changes and integrate various types of items into your workflow.

The panel where you link items is on the Edit tab of the Add and Edit forms:

The Linked Items panel on the Edit tab

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The Linked Items panel on the Edit tab

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Create a link between items

To create a new link between items:

  1. Open the Link to Items dialog:

    Click Link in the Linked Items panel.

    Edit tab: The Add button on the Linked Items panel

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    The Link to Item dialog will appear.

    Edit tab: The Link to Item dialog

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    —OR—

    Click Create & Link. Select a needed type of item in the drop-down list. The Create form will appear for the new item – link between this new item and existing one will be created automatically.

    Click Link to Items in the Linked Items panel.

    Edit tab: The Add button on the Linked Items panel

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    The Link to Item dialog will appear.

    Edit tab: The Link to Item dialog

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  2. Select a type for the item you want to link in the Select Item Type drop-down list.

  3. Select the folder containing the needed item in the Select Folder drop-down list.

    Note: Only the items located in the selected folder will be available. To select an item from a child folder, select that folder in the drop-down list.
  4. Specify the title of the needed item in the Select Item Title field. You can select multiple items.

    Tip: Unselect the Do not show closed or inactive items check box to create a link to closed or inactive items.
  5. (Optional) If you want to link a defect to a release, you need to select the type of the link in the Linked As drop-down list.

  6. Click Save (Submit).

  7. On the Edit form, click Save to apply the changes you have made.

After that, a new link between items will be created in QAComplete.

The Traceability screen

On the Traceability screen, you can view and modify all existing links between items, as well as create new ones.

To view traceability (that is, the existing links between items):

On the item list screen toolbar, select  Tools >  Traceability (Show Linked Items).

The Traceability menu item

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On the item list screen toolbar, select Actions > Show Traceability.

The Show Traceability menu item

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Once this is done, you will see how many items of each type are linked to items on the selected screen:

The items list with traceability enabled

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The rightmost columns of the table show how many items of each type are linked to the specific item:

Column Description
The number of linked configurations.
The number of linked defects.
The number of linked releases.
The number of linked requirements.
The number of linked tests.

Click a number in the specific item type column to open the Traceability screen where you can see how many items of that type are linked.

The items list with traceability enabled

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Click Link Items to open the Traceability screen for a specific item.

Tip: You can also click a link that contains a name of the item type to open the Traceability screen where you can see how many items of that type are linked.
The Traceability screen

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On the Traceability screen, you can do the following:

  • Select an item in the drop-down list named after a specific item type (for example, Defects).

  • In the Linkages To drop-down list, select an item type.

    (Optional) If you want to link a defect to a release, you need to select the type of the link in the Linked As drop-down list.

  • Click Traceability Report to immediately generate a report containing information about all the items connected to the one you have selected.

  • Click Add New Item to open the Add form for the selected item type.

  • In the right panel, you can create a new link between items:

    1. Select a folder in the Folder drop-down list
    2. Select a filter in the Filter drop-down list
    3. Enter a keyword in the search box
    4. Click Go
    5. Once a list of items that meet the search criteria appears, drag the needed item from the right panel and drop it to the linked items list
    6. Confirm the action in the subsequent dialog
Tip: You can use pagination, the Sort and Choose Fields buttons to enhance your experience with the Traceability screen.

For each item in the list, you can:

  • Click the item title or Edit to open the Edit form.

  • Click Printer Friendly to view the item information in an easy-to-read printable form.

  • Click Remove to delete the connection between the items. You will have to confirm the action in the subsequent dialog.

See Also

Attachments
Delete Items
UI and Tasks

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