What's New in Helix ALM 2019.4?

Helix ALM 2019.4 includes the following key features. For a complete list of features and enhancements, check out the release notes.

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Limit Users In Workflow Event Assignment Fields

Administrative users can now limit the users available in assignment dropdown fields in workflow events. The list can be limited to specific users and only users in specific security groups. This eliminates wading through large lists of names when assigning an item.

For example, if your workflow has an event to assign fixed issues to QA for verification, you can limit the users in the Assign To field to only those in the QA security group to help ensure issues get assigned to the appropriate team member.

 

Set the Default Value For Workflow Event Assignment Fields to the List of Currently Assigned Users

Administrative users can set the default value for assignment dropdown fields to <currently assigned users>. This makes it easier to add or remove users in the list of users an item is assigned to.

 

Download Reports to Microsoft Excel

You can now download matrix, distribution, list, and trend reports to Microsoft Excel. This is helpful if you want to do further analysis of the report data in Excel.

 

More Convenience and Better Usability in the Helix ALM Web Client

We continue to enhance Helix ALM Web to help boost your productivity.

Capture and Attach Screenshots

You can now capture and attach screenshots directly from Helix ALM when working with an item. You can capture a screenshot when selecting an image to insert in a multi-line text field, and in the Attachments area in an item. You can edit and mark up screenshots before attaching them to highlight whats important.

Import Microsoft Word Documents to Add Requirements to Helix ALM

If you use Microsoft Word to create requirement documents, you can easily import those documents and start managing the requirements in Helix ALM. A wizard guides you through the import process to help you make the right choices to ensure a high-quality import with minimal clean-up work.

Export Items to XML and Text

You can now export items to XML or text files from item lists, the Folders list, and open requirement documents. Exported information can be imported into other Helix ALM projects, used by other applications, or used in automated processes.

Administrative users can export all items for multiple item types to an XML file from the Administration area. For example, you can export all issues, requirements, test cases, and users in the project to one file at the same time.

Change Multiple Fields in Multiple Items

If you need to make changes to multiple fields in multiple items at the same time, you can bulk change fields. Select the fields you want to change, how you want to change them, and click one button to make the changes. You can also bulk change requirements from the requirement document they are in.

Usability Enhancements

Helix ALM Web has several usability enhancements, including:

  • Viewing the number of selected items at the bottom of an item list.
  • Quickly finding items to link by pasting an item URL in the Search field in the Add Link dialog box.
  • Viewing the list of recently viewed items across multiple browser tabs.

 

Use SAML or OpenID Connect Authentication Methods to Log In

If your organization uses an identity provider that supports SAML or OpenID Connect authentication methods, such as Okta, you can use it to log in to Helix ALM clients.

Administrators can configure users to log in using a provider in the Helix ALM License Server Admin Utility. This requires installing and configuring the Helix Authentication Service.

As a bonus, authentication is valid for electronic signatures in Helix ALM if the identity provider supports forcing reauthentication.

 

REST API Enhancements

REST API users can now configure common security-related HTTP response headers in the REST API configuration file. These headers are sent with every response. The following headers are added by default: content-security-policy, strict-transport-security, X-Frame-Options, X-XSS-Protection, and X-Content-Type- Options.

 

 

 

 

 

 

 

 

 

 

 

 

 

What’s New in Helix ALM 2019.3?

Helix ALM includes the following key features. For a complete list of features and enhancements, check out the release notes.

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Capture and Attach Screenshots

You can now capture screenshots directly from the Steps tab in test cases and test runs. Then you can edit, mark up, and attach them to a specific step, all without leaving Helix ALM web client. You can also paste screenshots or drag and drop files directly on a step.

Export to Microsoft Excel

You can now export items from Helix ALM web client to Microsoft Excel. For example, you can export all issues in your Open Issues tab to Excel to easily share information. You simply select the items you're interested in, and whatever columns are displayed are in the generated file. The full field contents are exported.

Summarize Requirement Test Coverage and Testing Status

The requirement test coverage summary report helps you quickly identify at-risk requirements and gaps in testing. Use this new traceability report to see the number of test cases, test runs, and test results for each requirement.

Add Events to Items From the Workflow Bar

You can now quickly add workflow events to items using the workflow bar in Helix ALM Web item lists. For example, you can select an issue and click Assign to give it to another user.

Gain Control Over Fields and Item Types in Helix ALM Web Client

Administrators and power users now have the convenience of configuring the following project information from the Helix ALM web client:

Configure Requirement Types

Requirement types help teams categorize requirements based on their purpose. Add the requirement types your team uses. Then configure them to support your process. You can also override the default value and required setting for a specific requirement type.

Configure Folder Types

Add the types of folders that your team uses to differentiate their purpose and functionality.

Modify System Fields

Change properties of system fields, such as their default value and required setting. System fields are available by default in every Helix ALM project.

Rename Field Labels

Rename field labels to use your team’s terminology.

REST API enhancements

The REST API has several enhancements for this release. You can now:

  • Get and update field labels.
  • Get and update system fields.
  • Get, create, update, reorder, and delete folder types.
  • Get, create, update, reorder, and delete requirement types.
  • Get, create, and delete field overrides for requirement types.

See the REST API help for information.

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What’s New in Helix ALM 2019.2?

Helix ALM 2019.2 includes the following key features. For a complete list of features and enhancements, check out the release notes.

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More administrative features in Helix ALM Web

We continue to add features to Helix ALM Web to make it simple for administrators and power users to manage projects. Enjoy the convenience of quickly finding where to go to make changes from the Admin Home page and easily implement those changes to keep teams moving along on their work.

The following administrative features are now available in Helix ALM Web.
 

Configure Custom Fields and Test Variants

Helix ALM 2019.2 Admin Home Custom Fields

Add the most commonly used types of custom fields to capture specific information about items and use your team’s terminology. You can add, edit, change the order of, and delete custom fields in a project.

You can also configure test variants, which are used when describing test cases and generating test runs. A test run is generated for each unique combination of test variants, such as operating systems, databases, or client types.
 

Configure Field Relationships to Manage Field Dependencies

Configure dependencies between dropdown fields. These dependencies restrict the values a user can select in a child field based on the value selected in a parent field.
 

Import Items to Projects via XML and Text Files

Add items to projects by importing XML or text files. Using an XML file, you can import issues, requirements, requirement documents, test cases, test configurations, folders, users, and customers. Using a text file, you can import issues, requirements, test cases, users, and customers.

Import Items to Projects via XML and Text Files

 

Automatically Assign Items to Security Groups Using Triggers and Escalation Rules

 Assign Groups to Custom Fields

You can now automatically assign items to security groups by configuring ‘Enter event’ rule actions for triggers and escalation rules. When a trigger or escalation rule runs, items are assigned to users in security groups selected in the rule action.

 

REST API Enhancements

The REST API has several enhancements for this release. You can now:

  • Get, create, update, reorder, and delete the most commonly used types of custom fields.
  • Get, create, update, and delete field relationships.
  • Get, create, update, reorder, and delete test variants.
  • Get REST API version information.
     

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What's New in Helix ALM 2019.1?

Helix ALM 2019.1 includes the following key features. For a complete list of features and enhancements, check out the release notes.

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Add New Items From Anywhere

You can now add new issues, requirements, requirement documents, and test cases from anywhere in Helix ALM Web. The Add Item menu is always available at the top of the page.

Add New Items From Anywhere

 

Configure Dropdown Field Values

Administrative and other high-level users can now configure values for dropdown fields in Helix ALM Web. Add, edit, reorder, and delete values in lists used by dropdown fields.

You can also configure values directly from a dropdown field. Select Configure List Values in the field you want to change values for.

Configure Dropdown Field Values

 

Manage Logged In Users and Lock Projects

Administrative and other high-level users can now view logged in users in Helix ALM Web. If needed, you can log out users or lock the project so no one else can log in while you perform project maintenance. When you finish, unlock the project so users can log in again.

Manage Logged-in Users and Lock Projects

 

Include Attachments and Inline Images in Email

You can now include attachments and inline images when sending email from the desktop client, which was also recently added to the web client.
 

REST API Enhancements

The REST API has several enhancements for this release. You can now:

  • Get and update information about dropdown fields.
  • Get, update, reorder, and delete dropdown field values.
  • Get a list of field value styles.
  • Get a list of logged in users and log out users from a project.
     

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Helix ALM 2018.4

Helix ALM 2018.4 includes the following key features and enhancements. For a list of all new features, enhancements, and bug fixes, review the release notes.

Take a look at all that's new in our overview video of Helix ALM 2018.4:

 

Use New Field Codes to Provide More Information in Emails and Matrix Reports

A field code is a variable that is replaced with a specific field value when an email is sent or a matrix report is generated. You can now use additional field codes in email templates and matrix reports to provide more information about users and items.

You can use the new field codes to include:

  • The full path to a folder that an item is in.
  • A ttstudio or http link to open a requirement document.
  • The current user’s full name, first name, last name, email address, and phone numbers.
  • Values from the last or all Found by records on an issue, including the description.
  • The first name, email address, and phone number for the first or last Found by user on an issue.

Manage Watched Items in One Place (Web Client Only)

You can now view all items you are watching in one place. You can go to these items to see item details or stop watching an item. Click the bell icon at the top of the page to work with items you are watching.

Additionally, you can now select items to watch from the Folders list.

View Progress for Completing Test Runs in Test Run Suites (Web Client Only)

When you select a test run suite in the Folders list, you can see an overview of the progress on completing the test runs in the suite. A progress bar provides a quick visual of the current status of the test suite.

This allows you to see the numbers of passed, failed, undetermined, in progress, and not started test runs. You can also drill down to see only the items that are in a specific status.

Manage REST API Keys (Web Client Only)

You can now manage REST API keys in Helix ALM Web. REST API keys allow users to log in using an API key for more secure authentication.

You use the key ID and key secret in the REST API to authenticate, which eliminates the need to store usernames and passwords.

REST API Enhancements

You can now get, update, and create links for issues, requirements, requirement documents, test cases, and test runs using the REST API. 

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Helix ALM 2018.3

Better Organization. Enhanced Visibility. Greater Control.

You can now group related tests in suites, prevent unintended changes with locked folders, flexibly manage multiple security groups, and more.

Release Notes

Use Test Suites for Easier Planning and Execution

Use Test Suites for Easier Planning and Execution

You can now create suites to group related tests. These streamline test planning and execution for everyone involved.

Test suites help you keep collections of tests together in a specific order and reuse them. Test case suites and test run suites are special types of folders used exclusively for test case management.

  • Test suites can be nested, giving you more control over how tests are organized.
  • Test suites can be protected from the unauthorized adding, removing, or reordering of test cases or test runs.

In the Helix ALM web client, you can generate an entire test run suite from a test case suite or test runs from individual test cases. The resulting test run suite has the same structure and order as the source test case suite. That means that tests can be performed in the correct order.

Protect Folders to Prevent Unintended Changes

Helix ALM now offers two ways to secure folders and their contents. This allows you to maintain the integrity of folder structure and the items in them.

Protect Folders to Prevent Unintended Changes

Locking Folders

You can now lock folders. This prevents everyone from adding or removing items or subfolders, or editing folder details, such as the name, type, or release planning information. If a folder is locked, team members can still work with items, such as marking issues as fixed, because workflow controls access to change items.

Setting Folder Permissions

Folder permissions control who can modify a folder and its contents. This offers a finer level of control than locking folders. You can now:

  • Set permissions for specific users and security groups.
  • Allow all folder permissions, such as permission only to add, remove, and rank items in a folder, permission to only add items to a folder, or no permissions.

Add Users and Customers to Multiple Security Groups

Add Users and Customers to Multiple Security Groups

Users and customers can now belong to more than one security group. This provides more control and flexibility when managing security for large teams.

You may not need multiple groups that are nearly identical to provide the right access to the right people. If any group gives a user permission to perform an action through command or field security, then that user has permission.

Improved Usability of the Folders List in the Helix ALM Web Client

Improved Usability of the Folders List in the Helix ALM Web Client

Working with folders in the Helix ALM web client is even easier. In the folders tree, you can now:

  • Add folders and edit folder names inline without navigating away.
  • Pin folders to only show it and its subfolders in the tree.
  • Easily see matches when you search for folders.

When working with the list of items in a folder, you can now:

  • Easily navigate to see the list of items, task board, and folder details.
  • See all folder details displayed in one place.
  • Use the new Display Options pane to specify what is displayed in the list and how.
  • Display items recursively, show items or subfolders, show specific item types, apply a filter, add and remove columns in the list, and control row spacing.
  • Use the Workflow bar to enter workflow events on selected items.
  • Search for items on the current page.
  • See the number of selected items at the bottom of the page.

When working in the Add to Folder dialog box, you can:

  • Add a new folder without leaving the dialog box.
  • Select the type of folders to display.
  • Pin folders to only show it and its subfolders in the tree.
Improved Usability of the Folders List in the Helix ALM Web Client

REST API Enhancements

The REST API has several enhancements for this release. You can now:

  • Get and update the order and hierarchy of requirements in requirement documents (requirement trees).
  • Get and add requirement document snapshots and snapshot details.
  • Get and add workflow events on requirement document snapshots.
  • Get historical versions of requirements.
  • Get and add workflow events on historical versions of requirements.
  • Enable Cross-Origin Resource Sharing (CORS) support, including support for the OPTIONS method.

If you already use the REST API, review the list of changes we made in this release that may affect your scripts or applications.

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What's New in Helix ALM 2018.2?

Helix ALM 2018.2 includes the following key features. For a complete list of features and enhancements, check out the release notes.

 

Collaborate With Your Team About Helix ALM Items in Slack

You’ll be able to collaborate more efficiently with your team by sharing Helix ALM information in Slack. If you share a ttstudio://, https://, or http:// link for a Helix ALM item in a Slack post, the item information is expanded to provide an overview in the post. Issues, requirements, requirement documents, test cases, and test runs are all supported.

Integrate Slack with Helix ALM >

Duplicate Folder Structures

Available for Web Client Only

You can now duplicate the structure of a folder.

So, you can use it again without manually creating the folder and all subfolders.

For example, create a new release with its sprints and test cycles in one click.

 

Capture Customer Issues in SoloSubmit

Modern, Responsive SoloSubmit

SoloSubmit is now responsive and has a more modern interface.

Not Familiar With SoloSubmit?

It is a simple set of webpages that customers and external users can use to submit issues to Helix ALM projects from a browser without requiring a license or logging in.

You can customize SoloSubmit to match the look of your website and use the same terminology as youHelix ALM projects.

 

REST API Enhancements

You can now:

  • Work with requirements and requirement documents.
  • Attach files to items, workflow events, issue Found by records, test case steps, and actual results in test run steps. Attachment objects now include a content link to download the attachment. You can also work with inline images from multi-line text fields.
  • Log in using an API key for more secure authentication. API keys are generated for a user in either the Helix ALM desktop client or Helix ALM License Server admin utility. You use the key ID and key secret in the REST API to authenticate, which eliminates the need to store usernames and passwords.
  • Use interactive help for the REST API to find answers to your questions. Help is installed locally with the REST API server and can be accessed from https://<YourAPIServer>:8443.

If you already use the REST API, reviethlisochanges we made in this release that may affect your scripts or applications.

 

Duplicate Folder Structures
Reporting an issue
REST API for Helix ALM

What's New in Helix ALM 2018.1?

Check out the exciting new features in Helix ALM 2018.1. For a complete list of features and enhancements, read the release notes.

Multitask. Use multiple tabs at once in Helix ALM.

Helix ALM Web Client Updates

Work in multiple browser tabs and windows

You can now open Helix ALM pages in multiple browser tabs and windows.

After you log in to a project, you can open items and item lists in other tabs without logging in again or using additional licenses. For example, if you have the Issues list open, you can right-click Documents to open it in a new tab using the browser functionality.

This can be helpful if you use multiple screens and want to easily navigate back and forth between different areas of Helix ALM. You can also click a Helix ALM hyperlink in an email and open it without logging in again.

Watch items to be notified about changes

You can now click Watch in issues, requirements, requirement documents, test cases, and test runs to stay informed about changes to them with just one click. You can also select items to watch in item lists.

When an item changes, you will receive an email about the changes and see a notification in Helix ALM if you are logged in. You can also view the list of users who are watching an item. This makes it easier to get visibility over your project.

Users in security groups with the new Manage Users Watching Items command enabled can add and remove users as watchers. For example, a team lead may want to add team members as watchers on a high priority issue to keep them in the loop about changes.

Include inline images and attachments in email

You can now include inline images and attach files to email sent from Helix ALM. If you are sending email from a specific item, you can easily attach  files to the item in the email.

Improved usability

The actions you perform most frequently are now easier to find. Common actions like adding items, editing items, sending email, and running reports are more convenient to access while you work. You can use the new workflow button bar to quickly add events to items.

Helix ALM Desktop Client Updates

Watch issues to be notified about changes

You can now click Watch in issues to stay informed about changes to them with just one click. When an issue changes, you will receive an email about the changes.

Users in security groups with the new Manage Users Watching Items command enabled can add and remove users as watchers. For example, a team lead may want to add specific team members as watchers on a high priority issue.

Configure custom fields while users are logged in

Administrators can now add, edit, and reorder custom fields while other users are logged in.

REST API Enhancements

You can now work with test cases and test runs using the REST API. You can also perform more actions on issues.

If you already use the REST API, review the list of changes we made in this release that may affect your scripts or applications.

Other enhancements

  • A test case generated from a requirement now automatically opens after generation.
  • Press Tab at the end of a row on the Steps tab when adding and editing test cases to add a new row below it (web client only).
  • Emails sent via system notification rules can include images from multi-line text fields.
  • Improved support for high resolution images in Microsoft Word exports. Administrators can control how images are exported for all projects on a Helix ALM Server in the registry utility.
  • Add new Helix ALM items from Jira when using the new version of the Helix ALM for Jira add-on.

What's New in Helix ALM 2017.3

Helix ALM 2017.3 includes the following key features. For a complete list of features and enhancements, check out the release notes.

Release Notes

What's New in Helix ALM 2017.3

HELIX TCM: Easily insert test variant field codes in test case fields and steps

With Helix TCM, you can now easily insert test variant field codes in test case fields and steps from a shortcut menu instead of manually entering them. This helps you create more flexible test cases and eliminates the need to ask an administrative user for a list of available field codes.

A field code is a variable that is replaced with a specific variant value when you generate test runs. For example, if you have an Operating System variant with a %Z_OSVARIANT% field code and the Windows value is used to generate test runs, the field code is replaced with Windows in the test run.

REST API enhancements (technical preview)

The REST API technical preview includes the following enhancements:

  • Configure the API session token timeout in the Helix ALM Registry Utility.
  • Use POST with the issues resource to add issues.
  • Use PUT with the issues resource to update issues.
  • Use a search query to search user fields.

Additional functionality will be available in upcoming Helix ALM releases. See the REST API help for more information. If you have feedback about the REST API, contact Perforce Support.

What's New in Helix ALM 2017.2

Better Collaboration, New REST API, and More

You can now save and share item lists, manage users and customers in the Helix ALM Web client, retrieve information with the new REST API, and more.

Release Notes

You can now save and share item lists.

Save and share item lists

You can now save item listtabs to use again later. Tabs help you easily switch between multiple instances of an item list with different columns, filters, and sorting.

You can also share saved tabs with specific users, customers, and security groups to make it easy for them to see helpful information. For example, a team lead may want to share a tab to help her team see issues that need to be fixed for the current release, including each issues priority, currently assigned user, and links to related user stories.

To help with onboarding new team members, administrative users can set the default tabs to display in item liststhe first time new users in a security group log in.

Note: Item listviews configured in Helix ALM 2017.1 and TestTrack 2016.1 and earlier were converted to tabs.

Manage users and customers in Helix ALM Web

You can now manage users and customers in Helix ALM Web from the new Administration area. You can:

  • Add users and customers to projects
  • View, edit, and delete existing users and customers
  • Retrieve global users and customers from the license server
  • Promote local users and customers to global
  • Run reports based on users and customers

Check out the new REST API

A technical preview of the new Helix ALM REST API is now available. The REST API makes it easier to extend Helix ALM functionality for use with other applications and offers better performance and scalability than the Helix ALM SOAP SDK.

Developers can currently use the REST API to retrieve information about issues. Additional functionality will be available in upcoming Helix ALM releases. If you have feedback about the REST API, contact Perforce Support.

Other enhancements

  • Set the default font size for multi-line text fields in local options. Desktop client only.
  • If your team does not use the Workbook, administrative users can clear the Can See Workbook command in security groups to hide it from users. Desktop client only.
  • Generate test runs for multiple test cases at once using the new generateBatchTestRuns operation in the SOAP SDK.

What's New in Helix ALM 2017.1

TestTrack is now Helix ALM.

TestTrack has joined the Perforce product family, with a new name and product logo: Helix ALM.

DOWNLOAD PDF   RELEASE NOTES

 

 

Improved integration with Helix Versioning Engine

The Helix Versioning Engine integration now has more functionality, more flexibility, and better performance. When working in Helix ALM, you can:

You can also attach changelists to Helix ALM items by including the item tag in comments when submitting changelists from Helix VCS clients.

View Helix ALM items that issues are attached to in Jira

If you use the Jira integration to attach issues to Helix ALM items, you can now view the items an issue is attached to in Jira. This saves time switching between applications as you work. For example, when a tester is working with a Jira issue, they can quickly see Helix ALM test runs it is attached to. See Working with Helix ALM items in Jira.

Before users can view Helix ALM items in Jira, an administrator needs to configure the Helix ALM for Jira add-on, which is available in the Atlassian Marketplace.

Simplified source control integration configuration

Configuring integration with source control applications is more streamlined and flexible. User source control settings are now configured per project instead of for all projects.

Copy item number

You can now copy the number of an issue, requirement, requirement document, test case, or test run to the clipboard. For example, this can be helpful when writing an email to a team member about an item or when including an item number in a comment when working with source control files.

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