You can create customized templates for supported test
artifacts. You can also designate the default template for each artifact.
Before you begin
To access the Manage Artifact Templates view, and create templates, get the permissions to save
template, and save template section. For more information, see Quality
Management role-based permissions.
Templates that come with the application cannot be modified, so you cannot click the names to
open them. The Modifiable column indicates whether a template can be edited.
If you do not want the predefined templates to be available for creating new artifacts, you can
delete those templates. Each artifact must have at least one available template, and one template
must be the default template.
About this task
You can create templates for the following test artifacts:
- Test plans
- Test cases
- Test suites
- Manual test scripts
- Keywords
You can create an entirely new template or create a template that is based on another template.
You can set any template as the default by selecting the template and clicking the Set as
new default icon ().
Procedure
-
In the upper-right portion of the banner, click the Administration
() icon and then click Manage Artifact
Templates.
- Create an entirely new template or create a template that
is based on another template:
- To create an entirely new template, from the Action Bars, click the arrow next to the
Create Templates () icon, and
click to create a test plan, test case, or test suite template.
- To create a template that is based on another template:
- Select a template, and then click the Copy Template icon.
- Rename the template, and then modify it as needed.
- Define or modify the contents of the template as needed.
- To add a section, select the section from the Available
Sections list, and move it to the Selected Sections list by
clicking the Add () icon. To
select multiple sections, press Ctrl and click. You can also move all of the sections at the same
time by clicking the Add All () icon.
- To modify the name, description, and contents of a section, select the section name
from the Selected Sections list and then click the
Edit () icon.
Many sections
can be modified to display custom attributes that you defined previously for an artifact type on the
Project Properties page. If you change a section, the change is applied to all
templates that include that section.
- To create a customized section, click the New () icon.
- From the Section Type list, select the type of content for the new
template section, Rich Text Editor, or Grid.
- If you select Grid, click the Add () icon to add a column and then type the column name.
- If you select Rich Text Editor, you can enter boilerplate content into
the text area. This content is included in all templates that use the section. Boilerplate content
is exported in the process template, but images cannot be included in the boilerplate content.
- To remove a section, move the section from the Selected
Sections list to the Available Sections list by clicking the
Remove () icon. If you remove a
section from a template, test plans, test cases, or test suites that are based on that template, the
original section is retained, and is not affected by the change.
- To delete a custom section, select the section, and click the
Delete () icon. You cannot delete
standard sections of a template.
What to do next
Create a test plan, test case, or test suite and choose the
new template from the list.