#Managing Test Case Folders - Organization Guide

Folders provide a hierarchical structure to organize test cases in your repository. This guide covers creating, editing, moving, cloning, and deleting folders to maintain an organized test case repository.

#Folder Structure

#Understanding Folder Hierarchy

Folders form a tree-like structure:

Repository (Root)
├── Folder 1
│   ├── Subfolder 1.1
│   │   └── Subfolder 1.1.1
│   └── Subfolder 1.2
├── Folder 2
│   └── Test Case 2.1
└── Test Case (Uncategorized)

• Root Folder: The top-level container (cannot be deleted)
• Parent Folders: Containers that hold subfolders and test cases
• Subfolders: Nested folders within parent folders
• Test Cases: Can be placed in folders or remain uncategorized

#Folder Properties

Each folder has:

• Folder ID: Unique identifier automatically assigned
• Folder Name: Descriptive name for the folder
• Description: Details about the folder’s purpose
• Parent Folder: The parent folder (or Root for top-level folders)
• Created Date: When the folder was created
• Created By: User who created the folder
• Updated Date: Last modification date
• Updated By: User who last updated the folder

#Creating Folders

#To create a new folder:

1. Navigate to the Repository page.

2. Click the “Add” button in the sidebar header.

3. Select “Add Folder” from the dropdown menu.

4. A modal will appear. Fill in the following:

   Folder Name:

   • Enter a descriptive name for the folder
   • Required field
   • Must be unique within the parent folder
   • Example: “Login Module”, “API Tests”, “Regression Suite”

   Description (Optional):

   • Add details about the folder’s purpose
   • Help organize and document folder contents
   • Example: “Contains all test cases related to user authentication”

   Parent Folder:

   • Select the parent folder from the dropdown
   • Choose “Root” for top-level folders
   • The dropdown shows the folder hierarchy with indentation
   • Determines the folder’s location in the structure

5. Click “Create Folder” to create the folder.

6. As a result:

   • The folder is created in the selected location
   • It appears in the folder tree sidebar
   • You can now add test cases or subfolders to it

#Creating Folders from Templates

To create a folder from a template:

1. Click “Add Folder” in the sidebar.

2. Select “Create from Template” if templates are available.

3. Choose a template from the list:

   • Templates provide pre-configured folder structures
   • Common templates include: “Feature-based”, “Module-based”, “Test Type-based”

4. The folder structure is created based on the template.

5. You can customize the folder structure after creation.

Note: Folder templates help standardize folder structures across projects and teams.

#Editing Folders

#To edit a folder:

1. Right-click on the folder in the sidebar.

2. Select “Edit Folder” from the context menu.

3. Alternatively, click the edit icon next to the folder name.

4. A modal will appear with the current folder details.

5. Update the following:

   Folder Name:

   • Change the folder name
   • Must remain unique within the parent folder

   Description:

   • Update the folder description
   • Add or modify details about the folder’s purpose

6. Click “Update Folder” to save changes.

7. As a result:

   • The folder is updated
   • Changes are reflected immediately in the folder tree
   • Test cases in the folder are not affected

#Moving Folders

#To move a folder:

1. Right-click on the folder in the sidebar.

2. Select “Move Folder” from the context menu.

3. A modal will appear showing the folder tree.

4. Select the destination folder where you want to move it:

   • The dropdown shows all available folders
   • You cannot move a folder into itself or its descendants
   • Invalid destinations are disabled

5. Click “Move” to move the folder.

6. As a result:

   • The folder and all its contents are moved
   • The folder structure is updated
   • Test cases maintain their folder associations
   • Subfolders are moved along with the parent folder

Note: Moving a folder moves all its contents (subfolders and test cases) to the new location.

#Cloning Folders

#To clone a folder:

1. Right-click on the folder in the sidebar.

2. Select “Clone Folder” from the context menu.

3. Optionally enter a new name for the cloned folder:

   • If no name is provided, the folder is cloned with “Copy of [Original Name]”
   • The name must be unique within the parent folder

4. Click “Clone” to create a copy.

5. As a result:

   • A new folder is created with the same structure
   • All test cases and subfolders are cloned
   • You can modify the cloned folder independently
   • Useful for creating similar folder structures

Note: Cloning a folder creates copies of all test cases and subfolders within it. The cloned test cases are independent copies.

#Deleting Folders

#To delete a folder:

1. Right-click on the folder in the sidebar.

2. Select “Delete Folder” from the context menu.

3. A confirmation dialog will appear:

   • Shows the folder name
   • Warns that all contents will be deleted
   • Lists the number of test cases and subfolders that will be deleted

4. Confirm the deletion by clicking “Delete”.

5. As a result:

   • The folder and all its contents are deleted
   • Test cases in the folder are moved to the recycle bin
   • Subfolders and their contents are also deleted
   • The action cannot be undone directly (but can be restored from recycle bin)

Warning: Deleting a folder will delete all test cases and subfolders within it. Make sure to back up important test cases before deleting folders.

#Restoring Deleted Folders

Deleted folders and their contents can be restored from the Recycle Bin:

1. Navigate to the Recycle Bin page.

2. Find the deleted folder or test cases.

3. Select the items to restore.

4. Click “Restore” to restore them.

5. As a result:

   • The folder structure is restored
   • Test cases are restored to their original locations

#Folder Organization Best Practices

#Naming Conventions

1. Use Descriptive Names: Name folders clearly to indicate their contents
2. Be Consistent: Use consistent naming patterns across folders
3. Avoid Special Characters: Use alphanumeric characters and spaces
4. Keep It Short: Use concise names that are easy to read

#Structure Organization

1. Feature-Based: Organize by application features

   Login Module
   User Management
   Payment Processing

2. Module-Based: Organize by application modules

   Frontend Tests
   Backend Tests
   API Tests

3. Test Type-Based: Organize by test type

   Functional Tests
   Regression Tests
   Smoke Tests

4. Hybrid Approach: Combine multiple organization methods

   Login Module
     ├── Functional Tests
     ├── Regression Tests
     └── Smoke Tests

#Folder Depth

1. Avoid Deep Nesting: Keep folder depth reasonable (3-4 levels maximum)
2. Balance Structure: Don’t create too many top-level folders
3. Logical Grouping: Group related folders together

#Folder Descriptions

1. Document Purpose: Use descriptions to explain folder purpose
2. Include Guidelines: Add notes about what belongs in the folder
3. Update Regularly: Keep descriptions current as folders evolve

#Folder Actions Summary

Action	Description	Keyboard Shortcut
Create Folder	Add a new folder	Click “Add” → “Add Folder”
Edit Folder	Update folder name/description	Right-click → “Edit Folder”
Move Folder	Change folder location	Right-click → “Move Folder”
Clone Folder	Duplicate folder structure	Right-click → “Clone Folder”
Delete Folder	Remove folder and contents	Right-click → “Delete Folder”

#Permissions

Access to folder management depends on your role:

• Project Owner: Full access to all folder operations
• Project Administrator: Can create, edit, move, clone, and delete folders
• Project Manager: Can create and edit folders
• Tester: Can view folders (read-only)
• Viewer: Read-only access to folders

#Next Steps

• Learn about Creating Test Cases
• Explore Filtering & Search
• Read about Bulk Operations
• Check Repository Overview for other features