In general, QAComplete modules have a very similar interface. After you get familiar with the basic layout and functionality of screens, you will be able to start working with all QAComplete screens.
Main toolbar
At the top of the window, there is the main QAComplete toolbar. Use it to navigate between screens. Move the mouse cursor to the needed section to see the available options, then select the screen you need from the drop-down menu.
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Navigation
The item list screen contains a list of available items.
To navigate between them, use the drop-down lists on the screen toolbar. They contain values you can use to specify which project, release or folder you will work with.
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Project – Select a project to work with.
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Release – Select a release, iteration or build. When one of them is selected, the list is filtered to show only those items that are linked to the selected release, iteration or build.
Click All Releases to view data of all releases.
Click No Releases to view data unrelated to any release.
Tip: If you create items when a release is selected, your new items will be automatically linked to it. -
Folders – Organize your data into logical folders.
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Grouping – Group your data by selected fields.
Switch the layout
You can move the navigation panel to the left or to the right edge of the screen, so that it appears as a sidebar. To do that, click the Layout icon at the top of the screen.
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Select the needed option from the drop-down list.
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Top Toolbar – The toolbar containing navigation drop-down lists and buttons is at the top of the screen (by default).
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Left Sidebar – When selected, the navigation controls appear as a left sidebar.
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Right Sidebar – When selected, the navigation controls appear as a right sidebar.
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The navigation panel appears on the left. It shows what project and release you are working with and allows you to create a folder structure to organize your data.
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To change the currently active project, select the needed project in the Project drop-down list.
For items related to releases, the navigation panel has three tabs:
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Release – Select a release, iteration or build. When one of them is selected, the list is filtered to show only those items that are linked to the selected release, iteration or build.
Click the root folder to view data of all releases.
Click No Releases to view data unrelated to any release.
Tip: If you create items when a release is selected, your new items will be automatically linked to it. -
Folders – Organize your data into logical folders.
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Grouping – Group your data by selected fields.
Folders
Folders allow you to organize your data into logical areas. For example, you can create folders for items that relate to customers, items that describe new functionality to be added to your product and so on.
Create a folder
To create a folder:
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Open the Folders drop-down list.
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Click the plus icon.
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In the subsequent Add Folder dialog, specify a name for the new folder in the Folder Name field.
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Optionally, you can specify a description in the Folder Description edit box or a parent folder in the Select a Parent Folder drop-down list.
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Click Save.
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In the navigation panel on the left, switch to the Folders tab.
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Click Add.
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Specify a name for the new folder in the Folder Name field.
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Optionally, you can specify a description in the Description edit box or a parent folder in the Select a Parent Folder drop-down list.
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Click Submit.
Add items to folders
To add an item to a folder:
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On the item list screen, move the mouse to the item you need and click the Edit icon that appears to the left of it to open the Edit form.
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On the Edit tab of the Edit form, select the folder in the Folder Name drop-down list.
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Click Save and Close.
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On the item list screen, click Edit this record next to the item you want to move to the folder.
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On the Edit form, select the folder in the Folder Name drop-down list.
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Click Save.
To move multiple items at once:
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On the item list screen, click Fast Edit in the Tools (Actions) menu.
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Click Move items from one folder to another.
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Select items in the left panel, then drag and drop them to the folder you need in the right panel.
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Confirm your action in the subsequent dialog.
| Note: | To learn more about the Fast Edit feature, see the corresponding topic. |
Edit folders
To edit folder parameters:
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Open the Folders drop-down list.
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Move the mouse cursor to the name of the folder you want to edit.
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Click the edit icon.
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In the subsequent Edit Folder dialog, make the changes you need.
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Click Save.
Inactive Folders and Items
You can make a folder inactive, that is, you can archive it and hide it from the UI. For this purpose, click the icon in the Edit Folder dialog. No data will be deleted.
By default, the inactive folders and the items the folders contain disappear from the Folders drop-down list. To make the inactive folders visible, click Tools > Show Inactive.
To restore a folder, open the Edit Folder dialog for that folder and click the icon again so that it becomes blue.
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In the navigation panel on the left, switch to the Folders tab.
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Select the folder you want to edit.
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Click Edit.
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In the subsequent form, make the changes you need.
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Click Submit.
| Tip: | You can make a folder inactive, that is, you can archive it and hide it from the UI. For this purpose, unselect the Is Active check box. No data will be deleted. To restore the folder, simply open the Edit form for that folder and check Is Active again. |
Copy a folder structure
To copy a folder structure to another location:
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Open the Folders drop-down list.
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Move the mouse cursor to the name of the folder whose structure you want to copy.
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Click the Copy icon.
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(Optional) If needed, go to the screen you want to paste the folder to, then open the Folders drop-down list there.
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Move the mouse cursor to All Folders or to the the folder you want to use as a parent for the copied structure.
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Click the Paste icon.
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Right-click the folder name in the navigator panel.
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In the context menu, select Copy Folder Structure.
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Go to the screen you want to paste the folder to.
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Right-click somewhere within the Folders tab or on a folder title (this folder will become the parent of the pasted folder).
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Select Paste Folder Structure in the context menu.
Delete a folder
To delete a folder:
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Open the Folders drop-down list.
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Move the mouse cursor to the name of the folder you want to delete.
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Click the delete icon.
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Click Delete in the subsequent dialog.
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In the navigation panel on the left, switch to the Folders tab.
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Select the folder you want to delete.
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Click Delete.
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Confirm the action in the subsequent dialog.
| Note: | If you delete a folder, the data stored in the folder will not be deleted. The folder name will simply be removed from the properties of the items, and these items will appear in the root folder. You can then add them to another folder. |
Grouping
You can use the grouping feature to quickly sort requirements using up to three levels of grouping:
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On the item list screen, open the Group By drop-down list.
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Select level 1, level 2, and level 3 grouping.
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On the item list screen, switch to the Groups tab in the navigation panel on the left.
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In the Group By drop-down list, select level 1, level 2, and level 3 grouping.
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Switch between the groups by selecting the needed one in the panel.
Sort a list
By default, the item list is sorted by numeric identifiers of the items. There are multiple ways to sort the list:
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Click the name of any column to sort the items by the values of that column in ascending order. Click twice to sort in descending order.
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Click Tools (Actions) and select Sort Grid.
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On the Sort Grid form, specify up to 5 levels of sorting and select the type of the order for each clause.
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Click OK to apply the changes and sort the list.