#Filtering & Searching Test Cases Guide

The Repository provides powerful filtering and search capabilities to help you quickly find test cases. Use search to find test cases by keywords, or apply filters to narrow down results based on specific criteria.

#Search Functionality

#Basic Search

To search for test cases:

1. Use the search input in the filter panel at the top of the Repository page.

2. Type keywords to search in:

   • Test case titles
   • Test case descriptions
   • Step descriptions
   • Expected results

3. Results are filtered in real-time as you type.

4. The search is case-insensitive and matches partial words.

Keyboard Shortcut: Press Ctrl+F (or Cmd+F on Mac) to focus on the search input.

#Search Tips

• Use Keywords: Enter key terms from test case titles or descriptions
• Partial Matches: Search matches partial words (e.g., “login” matches “user-login”)
• Multiple Words: Search for multiple words to narrow results
• Clear Search: Click the clear icon or delete all text to clear the search

#Filtering Test Cases

#Default Filters

The Repository includes default filters for common scenarios:

Test Runs:

• Has open test runs: Show test cases with active test runs
• No open test runs: Show test cases without active test runs

Defects:

• Has open defects: Show test cases linked to open defects
• No open defects: Show test cases without open defects

#Custom Filters

Custom filters are dynamically generated based on your project configuration:

Tags:

• Filter by test case tags
• Select one or more tags
• Shows test cases with any of the selected tags

Requirements:

• Filter by linked requirements
• Select specific requirements
• Shows test cases linked to selected requirements
• With Requirements: Show test cases linked to any requirement
• Without Requirements: Show test cases not linked to requirements

Type:

• Filter by test case type
• Options: Functional, Regression, Smoke, Integration, Performance, Security, Usability

Priority:

• Filter by priority level
• Options: Critical, High, Medium, Low

Severity:

• Filter by severity level
• Options: Critical, High, Medium, Low

Automation Status:

• Filter by automation status
• Options: Manual, Automated

Created Date:

• Filter by creation date
• Options:
  • Today
  • Yesterday
  • Last 7 days
  • Last 30 days
  • Last 90 days
  • Custom date range

Custom Fields:

• Filter by project-specific custom fields
• Options vary based on project configuration
• Common fields: Test Environment, Test Owner, Test Data

#Applying Filters

To apply filters:

1. Click on a filter dropdown in the filter panel.

2. Select one or more filter values:

   • Some filters support multiple selections
   • Selected values are highlighted

3. The test case list updates automatically.

4. Multiple filters can be applied simultaneously:

   • All filters work together (AND logic)
   • Test cases must match all selected filters

5. Clear individual filters by clicking the clear icon on the filter.

6. Click “Clear All” to remove all filters at once.

#Quick Filters

Quick filter buttons provide one-click filtering for common scenarios:

With Requirements:

• Click to show only test cases linked to requirements
• Useful for verifying requirement coverage

Without Requirements:

• Click to show only test cases not linked to requirements
• Helps identify test cases that need requirement linking

Untagged:

• Click to show only test cases without tags
• Helps identify test cases that need categorization

Automated:

• Click to show only automated test cases
• Useful for automation planning

Manual:

• Click to show only manual test cases
• Useful for manual test execution planning

#Advanced Filtering

#Filter Combinations

You can combine multiple filters for precise results:

Example 1: High Priority Automated Tests

• Priority: High
• Automation Status: Automated

Example 2: Critical Tests with Open Defects

• Priority: Critical
• Defects: Has open defects

Example 3: Regression Tests Created This Month

• Type: Regression
• Created Date: Last 30 days

#Filter Persistence

Filters persist when:

• Navigating between folders
• Refreshing the page (if configured)
• Switching between views

Filters are cleared when:

• Clicking “Clear All”
• Navigating away from the Repository
• Manually clearing individual filters

#Filtering Best Practices

1. Start Broad: Begin with broad filters and narrow down
2. Use Tags: Consistently tag test cases for easy filtering
3. Combine Filters: Use multiple filters for precise results
4. Save Common Filters: Note common filter combinations for reuse
5. Clear Regularly: Clear filters when switching contexts
6. Use Quick Filters: Use quick filters for common scenarios
7. Search First: Use search for quick keyword-based finding
8. Filter Then Search: Apply filters first, then search within results

#Search vs Filtering

#When to Use Search

Use search when:

• You know specific keywords from test case titles or descriptions
• You need to find test cases quickly
• You’re looking for specific text content
• You want to search across all test cases

#When to Use Filtering

Use filtering when:

• You need to find test cases by properties (type, priority, etc.)
• You want to narrow down results systematically
• You’re working with specific categories
• You need to analyze test case distribution

#Combining Search and Filtering

You can combine search and filtering:

1. Apply filters to narrow down the scope
2. Use search to find specific keywords within filtered results
3. This provides the most precise results

#Filter Panel Features

#Filter Panel Layout

The filter panel includes:

• Search Input: Text search field
• Filter Dropdowns: Various filter options
• Quick Filter Buttons: One-click filters
• Clear All Button: Remove all filters
• Filter Count: Shows number of active filters

#Filter Indicators

Active filters are indicated by:

• Highlighted filter dropdowns
• Filter count badge
• Selected values displayed
• Clear icons on individual filters

#Permissions

All users can use search and filtering features. Filtering respects your access permissions:

• You can only see test cases you have permission to view
• Filtered results respect folder access restrictions
• Custom field filters show only fields you can access

#Next Steps

• Learn about Creating Test Cases
• Explore Managing Folders
• Read about Bulk Operations
• Check Repository Overview for other features