You can start by taking a look at our video overview
If you already know how to add and edit a custom view, you can skip to the next article - Custom Views - Filtering by multiple values
Table of Contents
Adding Views from the View Tree
Adding Views from the Settings Link
Deleting a View
Custom Views Video Overview
Introduction
Custom Views allow you to organize your issues, tests, test-sets and requirements, by creating filters and defining the fields (columns) that are displayed in the grids of each application module. For example, you may want to organize your tests according to different components of your application, or according to the person that will run them; or you might want to sort your issues by status, by priority or by version.
Using views you can display the information in each module under multiple “trees”; for example, you can organize all the tests in your project under two different trees: one based on the testing level (regression vs. sanity) and the other based on the application and the module they cover. The same test can appear under multiple trees, since each test may belong to several categories (i.e., a sanity test for the application server).
You can edit your custom views from the view tree itself, or from the Settings link.
Adding Views from the View Tree
In each module, you can edit the views and filters from the grid itself.
For example, we will create a view for the Issues module, displaying only open issues that belong to a specific product component (database).
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Go to the Issues tab. You can see the view tree located on the left side of the screen.
Note: if the view tree is closed, click on “Show View Tree” to open it.
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Click the “add child view” icon next to the view you’d like to filter from. This will open the customized view definition screen.
In this example, we are creating a child view under a previously created view named “Open issues”. This filter only shows issues in status “Open”; creating a child view for “open issues” will only show issues that fit the criteria of both views.
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Define your view:
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View type:
Start by defining the module for the view (e.g. Issues, Tests, Test sets or Requirements). Since we are adding a view from the view tree, the appropriate value is already selected. -
View name:
It is recommended that the view’s name is descriptive enough to allow your users (and yourself) to understand what will be displayed when this view is selected. In this example we’ve chosen to name this view “Database Issues”. -
Public view:
Private views will only be available to the users who created then, while public views are available to all users.
Uncheck this checkbox if you think that only you will be interested in the current view then create it as private.
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Parent Filter:
Views in PraciTest can be arranged in a hierarchy: a child view will show only information based on the filter defined as its parent view. This feature is called cascading or hierarchical filter.
In this example, we are creating a view under Open issues, so this is our parent filter.
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In the Field Selector section, select the fields you want to display in the grid, including custom fields.
Note: The system provides you with a list of fields you can select to display in the grid, Depending on the module (view type) you have selected. The available fields in the Filter section also depend on the module.
To add a field, choose from the “Available fields” box on the left, and then click on the right arrow to move the field to the “Selected fields” box.To remove a field, select it from the “Selected fields” box and use the left arrow button to move it to the “Available fields” box.
Note: the display order of these fields is based on the order of appearance in the Selected Fields box. You can change the order using the arrows on the right, by selecting a field’s name and moving it up or down.
After saving the view, the selected fields will be displayed in the grid.
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In the Filter section you define the contents that will be displayed in the grid. For example, we will create a filter that will only show issues that belong to a certain product component.
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After choosing the relevant filter criteria, click the “create view” button. This will take you back to the view where you can see your new filter under “Open issues”.
You can see that just as we defined, this view only displays Database issues in status Open.
click here to view our help page on creating Complex Filters.
Adding Views from the Settings Link
Another way to reach the Customized View window is by clicking the “Settings” link at the top right side of your screen, and then clicking the “Custom Views” sub-link.
Deleting a view
You can edit or delete your views according to your needs. Simply click on the “Edit view” icon next to the view’s name, or go to the Custom Views tab on the “Settings” link , and choose your view from the list.
Play the video to see how to use Custom Views as part of your QA Management process
Next read: Custom Views - Filtering by multiple values
