Understanding right panel options of a test case

Let's go through some of the features of the test case page present in the right panel.

From the right panel, you can change the mode of the test case. The two available modes are Manual and Automated.

Once you change the test case mode to manual, the automated test case get's converted to an empty manual test case. Here, you can add steps manually by adding their input data and specifying output. Switching the mode back to automated will change the test case back to original one.

The Datasheet mode allows you to add the datasheet to the test case having stored data in a spreadsheet format. You can either add the Local Datasheet or the Global Datasheet.

The State tab allows you to change the states of the test case. The available states are Draft, Review, Approve, and Publish.

The Milestone option allows you to link the test case to a milestone for tracking. For example, you can add Testing Post Patch as your milestone.

The Assignee option allows you to add an assignee for the test case. For example, to assign this task to a team member, select their name from the dropdown menu and add them.

The Reporter option allows you to assign the reporter for the test cases. For example, to add a Reporter to this test case, select the name option from the dropdown menu and add them.

The Reviewer option allows you to select and add a reviewer to this test case. The reviewer can change the state of the test case after analyzing its test execution.

The Priority section allows you to set the priority of the test case. The available options are

Blocker, Highest, High, Medium, Low.

Set the due date of the test case using the Due Date option. This option is useful for project admins who want to set a deadline for work completion on the test case.

The Tags option allows you to add Tags with a Key and Value. You can effortlessly search for test cases with the set tag. You can set a tag based keys such as Application, Application_Process, or Priority.

Next, add a value to your test case from the available options in the dropdown. Tick the checkbox for Save for Execution and Click Add.

Set the estimated time for completing the task related to the test case with the Original Estimate field.

The Time Tracking tab helps identify the time spent on a task and the time remaining based on the original estimate.

For example, if the original estimated time for task completion is 3 hours. Click the Time Tracking tab to see how much time has been spent and how much time is remaining.

You can create forms for your test cases using the Form Builder option as per your requirement. These custom forms are available in the right panel as shown.

These forms are useful for tracking test cases based on selected tags. You can customize your forms and add the required fields. For example, in the image below, the Salesforce application has a dropdown with options for unit, regression, and option 3. When the unit option is selected, the test case is saved accordingly, making it easier to locate.

You can save the respective test cases in a specific location and easily view them whenever needed. This saves time and effort. This feature is also helpful in reporting, as reports can be reviewed based on the selected tags.

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