July 8, 2011
Simplifying TestTrack Item Windows
The TestTrack Defect window can be a little intimidating for new users. I have done many demonstrations for prospects and this comes up from time to time. The prospect is concerned that the Defect window is too complex for a group of users that need a simpler window to just enter defects. When this comes up, I log off the current account (usually the Administrator account) and log back in using a limited account. I then show the prospect how different the same Defect window can look for a different user. Using Security Groups, you can configure the level of access and visibility that a user has in TestTrack. Depending on the user's role you can control what fields and tabs the user has access to. In this blog post, I'm focusing on configuring the Defect Window. Keep in mind this also applies to the Test Case, Test Run, Requirement, and Requirement Document windows. There are two main aspects to configuring the look of an Item window, using Field Security to hide fields and Command Security to hide tabs. To access security groups go to View > Security Groups..., select a group and click Edit. Field Security On the Edit Security Group window, go to Field Security. In the following screenshot, you'll see I'm configuring the Field Security for defects: [caption id="attachment_8873" align="aligncenter" width="494" caption="Edit Security Window"][/caption] Following are the attributes that can be assigned to a field:
- Read/Write: Gives full access to the field.
- Read Only: Users can view the field but can not edit it.
- Hidden: User can not see the field and therefore not edit it.