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Testomat.io you can add pre-existing labels that are available on the project level or create a custom one. -1. Go to Settings. -2. Select Labels & Fields. +**To add a pre-existing label you need:** + +1. Go to **Settings**. +2. Select **Labels & Fields**. +3. Select the label from the available options by clicking on it. + +![Testomatio - Create Label](./images/Add_Label_1.gif) + +**To create a custom label:** + +1. Go to **Settings**. +2. Select **Labels & Fields**. 3. Enter a title for the label. -4. Click Create button. +4. Click **Create** button. -![Testomatio - Add Label](./images/Create_Labels.png) +![Testomatio - Create Label](./images/Create_Labels_1.png) -## How to Setup a Label +## Set Up a Label -Before setting up Labels & Custom Fields we need to learn about **Scope** and **Visibility** parameters. +Before setting up **Labels & Custom Fields** we need to learn about **Scope** and **Visibility** parameters. -**Scope** defines what pages you want to apply the Label & Custom Field. Here you can define on what pages you want to use it. You can apply it to tests, suites, runs, plans, steps and templates. +**Scope** defines what entities you want to apply the Label & Custom Field. Here you can define on what entities you want to use it. You can apply it to tests, suites, runs, plans, steps and templates. -![Testomatio - Setup Label](./images/Labels.png) +![Testomatio - Set up Label](./images/Labels.png) **Visibility** defines how a Label & Custom Field should be shown in UI. - Filter visibility will show a Label or Custom Field in the Filter Bar, so you can sort your items quickly. - List visibility will show a Label or Custom Field in the tests tree, a list of runs, plans, or steps. -![Testomatio - Setup Label](./images/Visibility_Labels.png) +![Testomatio - Setup Label](./images/Create_Labels_2.png) -Now it's time to set up your label! +**Now it's time to set up your label!** -1. Scope - pick entities you want this label to be applied. -2. Visibility - labels can be shown in the Filter bar, in the list of entities, or in both views. -3. Custom Field - expand label capability to a custom field. +1. **Scope** - pick entities you want this label to be applied. +2. **Visibility** - labels can be shown in the Filter bar, in the list of entities, or in both views. +3. **Custom Field** - expand label capability to a custom field. -![Testomatio - Setup Label](./images/Setup_Labels.png) +![Testomatio - Setup Label](./images/Create_Labels_3.png) -## How to Setup a Custom Field +## Set Up a Custom Field -There are such Field Types in Custom Fields: List, Number, and String. Let's take a look at each type. +There are such Field Types in Custom Fields: **List**, **Number**, and **String**. Let's take a look at each type. ### Custom Field: List Custom Field with List type allows creating a list of your choice. You can put there any values to meet your testing needs. -1. Select a List type of Custom Field. +1. Select a **List type** of Custom Field. 2. Add a new item per line. 3. Toggle **Hide custom field title if value is set** if you don't want to show Custom Field title. -4. Click Save button. +4. Click **Save** button. ![Testomatio - Custom Field List](./images/Custom_Field_List.png) ### Custom Field: Number -1. Select a Number type of Custom Field. +1. Select a **Number type** of Custom Field. 2. Toggle **Hide custom field title if value is set** if you don't want to show Custom Field title. -3. Click Save button. +3. Click **Save** button. ![Testomatio - Custom Field Number](./images/Custom_Field_Number.png) ### Custom Field: String -1. Select a String type of Custom Field. +1. Select a **String type** of Custom Field. 2. Toggle **Hide custom field title if value is set** if you don't want to show Custom Field title. -3. Click Save button. +3. Click **Save** button. ![Testomatio - Custom Field String](./images/Custom_Field_String.png) -## How to Assign Labels & Custom Fields +## Apply Labels & Custom Fields -- Add labels on the entity level +- **Add labels on the entity level** -1. Open a Suite/ Test. -2. Click Extra button. -3. Click Labels. +1. Open a **Suite/Test**. +2. Click **Extra** button. +3. Click **Labels**. ![Testomatio - Assign Label & Custom Field](./images/Assing_Label.png) -4. Select Labels. -5. Click Add Custom Field. -6. Select Custom Fields. -7. Click Save button. - -![Testomatio - Assign Label & Custom Field](./images/Set_Labels.gif) - -OR: +4. Select **Labels**. +5. Click **Add Custom Field**. +6. Select **Custom Fields**. +7. Click **Save** button. -1. Open a Suite/ Test. -2. Click Set Labels button the title name. -3. Select Labels & Custom Fields. -4. Click Save button. +![Testomatio - Assign Label & Custom Field](./images/Apply_Labels_1.gif) -![Testomatio - Assign Label & Custom Field](./images/Set_Labels_2.gif) +**OR:** -- Mass-assign labels using our multiselection mode +1. Open a **Suite/Test**. +2. Click **Set Labels** icon under the title. +3. Select **Labels & Custom Fields**. +4. Click **Save** button. -1. Enable multiselection mode. -2. Select Tests/ Suites. -3. Click Labels button. +![Testomatio - Assign Label & Custom Field](./images/Apply_Labels_2.gif) -![Testomatio - Multi-assign Label & Custom Field](./images/Mass_assign.png) +- **Mass-assign labels using multi-selector** -4. Select Labels & Custom Fields. -5. Click Add. +1. Use **multi-selector** to select **Tests/Suites**. +2. Click **Labels** button in the displayed menu panel. +3. Select **Labels & Custom Fields**. +4. Click **Add**. -![Testomatio - Multi-assign Label & Custom Field](./images/Mass_assign_set_1.png) +![Testomatio - Multi-assign Label & Custom Field](./images/Mass_assign.gif) :::note -To edit Labels & Custom fields or add a new one click **Manage labels** button directly from **Set Labels** page -> it will redirect you to **Labels** page. +To edit **Labels & Custom fields** or add a new one click **Manage labels** button directly from **Set Labels** page -> it will redirect you to **Labels** page. -::: +![Testomatio - Manage Label & Custom Field](./images/Manage_Labels.png) -![Testomatio - Multi-assign Label & Custom Field](./images/Manage_Labels.png) +::: -## How to Set Up Labels and Custom Fields as Required +## Set Up Labels and Custom Fields as Required If you want to have some **Custom Fields** as required by default when creating Test Cases or Suites, create a Template with those **Custom Fields** and set it up as the default: -1. Go to Settings -> Templates. +1. Go to **Settings -> Templates**. 2. Open an existing Template or create a new one. -3. Enable Default option. -4. Select **Custom Fields** you want to make required. -5. Click Update button. +3. Enable **Default** option. +4. Select **Labels** and **Custom Fields** you want to make required. +5. Click **Update** button. ![Testomatio - Required Labels](./images/Required_Labels.png) -6. Go to Tests. -7. Click '+' to create new Test Case. +6. Go to **Tests**. +7. Click **'+'** to create new Test Case. 8. Add values to Custom fields via Set Labels page. ![Testomatio - Required Labels](./images/Required_Labels_2.gif) -## How to Filter by Labels and Custom Fields +## Filter by Labels and Custom Fields You can click the Label on the Filter Bar @@ -150,24 +156,18 @@ Or enable Filters, pick fields and values then click Apply ![Testomatio - Filter Label & Custom Field](./images/Filter_by_label_2.png) -:::note - -In case you need to filter your test cases by a few Labels and Custom Fields with multiple values, Testomat.io recommends using TQL for such search queries. - -::: - ## Multiple Values for Custom Fields There might be cases where you need to assign the same label with different values to the same test case or suite. To address this, Testomat.io enhanced the flexibility of Custom Fields by allowing multiple values to be assigned to test cases, suites, steps, etc. -Lets see how this works: +**Lets see how this works:** 1. Open Test Case or Suite. -2. Click Extra button. -3. Click Labels. -4. Select Custom Field with multiple values. +2. Click **Extra** button. +3. Click **Labels**. +4. Select **Custom Field** with multiple values. 5. Choose values from the displayed list for List Custom Field (or type a few values, separated by "," for Custom Field String). ![Testomatio - Multi-select Custom Field](./images/Multi-select_custom_field.gif) @@ -176,18 +176,24 @@ Testomat.io also allows you to filter your test cases by one or a few Custom Fie ![Testomatio - Multi-select Custom Field Filtering](./images/Custom_field_filter.gif) +:::note + +In case you need to filter your test cases by a few Labels and Custom Fields with multiple values, Testomat.io recommends using TQL for such search queries. + +::: + ## Permissions for Labels and Custom Fields -To manage Labels and Custom Fields at the Project level, Testomat.io introduces 'Labels Permission' feature, which allows you to have a better control over metadata, maintain consistency, and prevent unauthorized modifications of Labels and Custom Fields. +To manage Labels and Custom Fields at the Project level, Testomat.io introduces **Labels Permission** feature, which allows you to have a better control over metadata, maintain consistency, and prevent unauthorized modifications of Labels and Custom Fields. By default, this permission is disabled, allowing all users to create, edit, or delete Labels and Custom Fields. However, if the **Labels Permission** is enabled, only users with the **Owner** or **Manager** roles can create, edit, or delete Labels and Custom Fields. Team members with lower access levels can still use existing Labels and Custom Fields but will not be able to alter them. This feature improves project organization, enhances security, and streamlines collaboration by ensuring structured and standardized test management. -To enable **Labels Permission** on Project level: +**To enable Labels Permission on Project level:** -1. Open your project and go to Settings. -2. Select Project. +1. Open your project and go to **Settings**. +2. Select **Project**. 3. Enable **Labels permission**. ![Testomatio - Label Permission](./images/Permissions.png) @@ -196,6 +202,6 @@ To enable **Labels Permission** on Project level: The **Owner** and **Manager** roles should be assigned to users in **Project Settings -> Users**. -::: - ![Testomatio - Users](./images/Users.png) + +::: diff --git a/src/content/docs/advanced/tags-labels/tags.md b/src/content/docs/advanced/tags-labels/tags.md index 4b2cdbb6..9b48ca06 100644 --- a/src/content/docs/advanced/tags-labels/tags.md +++ b/src/content/docs/advanced/tags-labels/tags.md @@ -10,9 +10,9 @@ head: content: Testomat.io, tags, labels, custom fields, test management, filter by tags,categorization, testing workflow, custom data, test organization, filter tests, QA, test case management. --- -## How to Create and Assign Tags +## Create and Assign Tags -Tags help organize and categorize Test Cases and Suites for easier filtering, reporting, and management. You can create tags directly in titles or assign them in bulk using the multiselect feature. Tags applied at the Suite or Folder level automatically propagate to nested items, ensuring consistent organization across your project. +**Tags** help organize and categorize Test Cases and Suites for easier filtering, reporting, and management. You can create tags directly in titles or assign them in bulk using the multiselect feature. Tags applied at the Suite or Folder level automatically propagate to nested items, ensuring consistent organization across your project. ### Create Tags via Title Field @@ -33,67 +33,73 @@ All previously created tags are automatically saved in the system. To reuse a ta In case if you don't see a previously created tag in the autocomplete dropdown, refresh the page. Alternatively, go to **Settings -> Project** and click the **'Recalculate Tags'** button. -::: - ![Testomatio - Recalculate Tags](./images/Recalculate_Tags.png) -### Create Tags via Multiselect +::: + +### Create Tags via Multi-select -You can also create tags for multiple Suites or Tests at once using the **Multi-select** feature. +You can also create and assign tags for multiple Suites or Tests at once using the **Multi-select** feature. 1. Go to the **Tests** page. -2. Enable **Multi-select** mode by clicking the **Multi-select** button. -3. Select one or more Folder/Suites or Tests using the checkboxes. -4. Click the **@ Tags** button in the bottom action bar. +2. Use **multi-selector** and select one or more Suites or Tests using the checkboxes. +3. Click the **@ Tags** button in the bottom action bar. -![Tags button](./images/att1_bulk_tag.png) +![Tags button](./images/Add_bulk_tag_1.png) -5. In the **Select tags for suites** window, click **Create new tags** +4. In the **Select tags for tests/suites** window, click **Create new tags**. -![Create new tags link](./images/att3_bulk_tag.png) +![Create new tags link](./images/Add_bulk_tag_3.png) -6. Enter a new tag name starting with the **@** symbol and click **Add** button +5. Enter a new tag name starting with the **@** symbol and click **Add** button. -![New tag is created](./images/att4_bulk_tag.png) +![New tag is created](./images/Add_bulk_tag_4.png) This method allows you to **create** and immediately **apply a new tag** to multiple items in just a few clicks. It helps you save time, speed up routine actions, and maintain consistent tagging across a large number of test cases or suites — without having to open them individually. -## How to Bulk Update/Remove Tags +:::note + +You can select only tests or suites at the same time with multi-selector. If you select **suites**, previous selection of **tests** will be reset and vice versa. + +::: + +## Bulk Update/Remove Tags Using the same **Multi-select** feature, you can manage tags for multiple **Folders/Suites** or **Tests** at once — adding or removing tags in bulk. 1. Go to the **Tests** page. -2. Enable **Multi-select** mode by clicking the **Multi-select** button. -3. Select one or more Folder/Suites or Tests using the checkboxes. -4. Click the **@ Tags** button in the bottom action bar. +2. Use **multi-selector** and select one or more Suites or Tests using the checkboxes. +3. Click the **@ Tags** button in the bottom action bar. + +![Tags button](./images/Add_bulk_tag_1.png) -![Tags button](./images/att1_bulk_tag.png) +4. In the **Select tags for suites/tests** window, choose the tag(s) you want to manage: -5. In the **Select tags for suites** window, choose the tag(s) you want to manage: +- To **assign a tag**, search for it and/or select it from the list. +- To **remove a tag**, search for it and/or select it from the list. -- To assign a tag, search for it and/or select it from the list. -- To remove a tag, search for it and/or select it from the list. +![Add or Remove tags](./images/Add_bulk_tag_2.png) -6. Click **Add** to assign the selected tag(s). -7. Click **Remove** to delete the selected tag(s). +5. Click **Remove tag** to delete the selected tag(s). +6. Click **Add tag** to assign the selected tag(s). -![Add or Remove tags](./images/att2_bulk_tag.png) +![Add or Remove tags](./images/Add_bulk_tag_5.png) This method allows you to efficiently manage tags across multiple items, ensuring consistent organization and saving time. ## Managing Inherited Tags -Tags applied directly at the **Suite** or **Folder** level follow a **'top-down'** rule:, all nested elements (child Suites or Tests) automatically inherit these tags. Because these tags belong to the parent, they cannot be deleted from individual child tests. You can only remove the tags at the same level where they were originally applied. +**Tags** applied directly at the **Suite** or **Folder** level follow a **'top-down'** rule:, all nested elements (child Suites or Tests) automatically inherit these tags. Because these tags belong to the parent, they cannot be deleted from individual child tests. You can only remove the tags at the same level where they were originally applied. :::note Partial removal (e.g., deleting a few tags from a single test inside a tagged Suite) is not supported. ::: -**To 'remove' an inherited tag from a single test, you must follow these steps:** +**To remove an inherited tag from a single test, you must follow these steps:** 1. **Remove the tag from the Parent:** - Navigate to the Suite/Folder details page. -- Click **'Edit'** button (or double-click on suite title). +- Click **Edit** button (or double-click on suite title). - Remove the tag on Suite level. ![Testomat.io - Remove tags](./images/Remove_suite_tag_1.gif) @@ -101,11 +107,10 @@ Partial removal (e.g., deleting a few tags from a single test inside a tagged Su This will remove it from all nested items. 2. **Re-apply to specific tests:** If the other tests in that suite still need the tag, you must re-apply it to them **individually** or via **Multi-select**. For multi-select: -- Enable **Multi-select** mode by clicking the **Multi-select** button. -- Select one or more Tests using the checkboxes. +- Use **multi-selector** and select one or more Suites or Tests using the checkboxes. - Click the **@ Tags** button in the bottom action bar. - Select tag from the list or create a new one. -- Click **'Add'** button. +- Click **Add** button. ![Testomat.io - Remove tags](./images/Remove_suite_tag_2.gif) @@ -113,14 +118,14 @@ This will remove it from all nested items. If you want to tag every test in a suite but maintain the flexibility to remove them individually later, apply the tag to the Tests directly rather than the Suite itself: -1. Enable **Multi-select** mode by clicking the **Multi-select** button. -2. Click **'Select All Tests'** option. +1. Expend the suite to display all tests under it. +2. Click **Select All Tests** option. ![Testomat.io - Add tags](./images/Add_suite_tag_1.png) 3. Click the **@ Tags** button in the bottom action bar. 4. Select tag from the list or create a new one. -5. Click **'Add'** button. +5. Click **Add** button. ![Testomat.io - Add tags](./images/Add_suite_tag_2.png) @@ -128,11 +133,11 @@ This method ensures the tag exists on the test level, giving you total control t ![Testomat.io - Add tags](./images/Add_suite_tag_3.gif) -## How to Filter by Tags +## Filter by Tags -1. Enable Filters -2. Select one or a few Tags from **Tag** dropdown list -3. Click Apply button +1. Enable **Filters**. +2. Select one or a few Tags from **Tag** dropdown list. +3. Click **Apply** button. ![Testomatio - Filtering by Tags](./images/Tag_filtering.png)