February 9, 2010

Tabbed Views in TestTrack

Helix ALM
Being able to easily and quickly segregate data by various criteria is a requirement of any product that claims to be "easy to use." For example, product management is interested in commonly reported issues and feature requests during product planning, but nearing the end of a release cycle they're focused on critical issues that could delay the release. QA wants to see test runs yet to be executed or those that need to be re-run and development wants to see approved requirements that are ready for implementation. All of these scenarios create the need for distinct and re-usable "views" of the artifacts in TestTrack. This is where TestTrack's tabbed views can make life much simpler for you as a user.

Video - see TestTrack's tabbed views in action!

The TestTrack desktop client allows you to define, save, and recall specific "views" of issues, tests, and requirements. Those views can also be tabbed, just like your favorite web browser! Here's a quick tabbed view of various issues, with custom columns and filtering.


Create Your View

To create a view, you simply pick the columns you want, sort & order them as needed then pick a filter (optional). You can right-click on any column header, and select Insert Column to place a new column in your list. You'll end up with a column titled "<not set>," as shown below. tabbedview2 Right-click on the new column to pick the field data you want to show. You can remove columns by selecting Remove Column from the context menu. Once you've picked your columns, sort and filter then save the view. To save the view, Go to View > Save As View, give it a name and you're finished.

Tab Your View

If you have multiple views that you use on a regular basis, it's easiest to put those into tabs so that you can easily switch between them. If you right-click in the list view header itself, you'll get a context menu with a variety of options.

Save your TestTrack list windows settings as a view

Click Add Tab to create the tabs you saw in the example at the top of this post. You can then right-click on any tab and apply any of your existing views to that tab. You can also name the tabs, to make finding the right one easier.

Odds & Ends

A few additional notes on what you can do with the views and tabs.
  • You can use dynamic filters within a view, you'll be prompted for the filter criteria when you apply the view.
  • You can drag and drop tabs to re-order them.
  • If you go to Toolbars > User Views, after right-clicking in the list window header, you'll have a toolbar drop-down with all of your views. Makes applying them quicker than using the context menus.