February 6, 2015

Viewing Source File Information in TestTrack Matrix Reports for End-to-End Traceability

Helix ALM
Reporting
Matrix reports can now show you lists of files from external source control applications that are attached to TestTrack items, giving you stronger end-to-end traceability. If you’re not familiar with matrix reports, they help you analyze linked and related items in a configurable table format or work lists of items. You can define the columns to include in the report, items displayed in columns, how columns are related, details displayed about items, and other report content. Learn how to create matrix reports. Here is a snippet of from a matrix report. The information for issue 40 (IS-40) includes a list of attached source files. If the files were attached to the issue as part of a changelist, the changelist name and individual files would also be displayed. Matrix report - source files list Here is the entire row in the report that traces all the way back to the originating business requirement that the issue is related to. Note the Source Files column. (Click the image to enlarge it.) Matrix report - full report To include a source control file list like this in matrix reports, you need to enter a field code as the column text when you configure the report. The following example shows the Source Files column configuration for the matrix report above. Matrix report - Source Files column To include a list of source control files in the table cell, click Edit in the Column Text area. Enter the %SRCFILE% field code. Select Display field text with formatting to arrange the information in columns and make the file links clickable. When you’re done, click OK to save the changes. Matrix report - Edit Text dialog box When you run the report, the field code is replaced with the source files list, as in the report example above. If TestTrack is connected to the source control provider (and you chose to display the text with formatting in the report configuration), you can click a file link to go directly to the file. If you use changelists in your source control application and don’t want to display all files in a changelist in the report, you can use the %SRCFILECON% field code to exclude the files from the list. If you don’t use changelists, you won’t see a difference between the lists if you use %SRCFILECON% instead of %SRCFILE%. Here are a few other places where you can see lists of attached source files similar to what you've seen in here in matrix reports.

Email templates

You can use the %SRCFILE%$ and %SRCFILECON% field codes in email templates to include a list of attached source file attachments in emails about items sent from TestTrack.

Requirement documents

If source files are attached to requirements in a document, the source file list is displayed at the end of the requirement in the document. Another cool thing you can do is view source file attachments for requirements in a column when viewing a document. Add a column to the document, choose Show Multi-Line Field, and click Source Files or Source Files (condensed) depending on the type of view you want of the files.

Item mapping rules

You can configure item mapping rules to copy a list of attached source files from one item type to another item type. For example, this would be helpful to configure for an item mapping rule used to generate test runs from test cases. You can copy the regular or condensed list. Just select Source Files or Source Files (Condensed) for the fields you are copying from and to. You can also append or prepend fields with lists of attached source files using the two source file list field codes.