July 8, 2011

Simplifying TestTrack Item Windows

Helix ALM
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"]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.
You can also assign field attributes separately for an add window and an edit window. For example, when a user adds a defect, you may allow them to enter a priority. After the defect is added, you may not want them to change the priority value. This could be because after the defect is added, it is reviewed and the actual priority is assigned. You don't want the user to modify this priority. If you give customers access to TestTrack you might even consider hiding this field to avoid a situation where the customer is not happy with the priority assigned to the defect. Command Security You can also hide tabs in the item window. As with Field Security you may want to do this for security reasons, or just to simplify the user interface. To configure this, select the item  you want to hide the tabs for. The following screenshot shows the Defect window tabs that can be hidden: [caption id="attachment_8875" align="aligncenter" width="501" caption="Edit Security Group Window"]Edit Security Group Window[/caption] Note that tabs that are not listed here can still be hidden. All you need to do is hide all of the fields related to that tab. For example, to hide the Workaround tab, hide the workaround field. Let's now take a look at how different an item's window can look based on security. First, let's take a look at the Defect window in the TestTrack Sample Project: [caption id="attachment_8880" align="aligncenter" width="521" caption="Edit Defect Window"]Edit Defect Window[/caption] Now let's take a look at the same defect, but with several of the fields and tabs hidden: [caption id="attachment_8881" align="aligncenter" width="515" caption="Edit Defect Window"]Edit Defect Window[/caption] I might have gone a little overboard in hiding everything, but I wanted to get the point across. You can go from a very complex item window to a very simple one.