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Managing Test Case Folders

3 min read

Folders help you organize test cases in the repository using a hierarchical structure. A well-organized folder tree makes it easier to manage test cases as your project grows.

Folder Structure

Section titled “Folder Structure”

Folders are arranged in a tree structure.

Repository
├── Notes
│   ├── Sharing
│   └── Sync
├── Calendar
│   ├── Recurrence
│   └── Timezone
└── Tasks
├── Priority
└── Dependencies
  • Root is the top-level container
  • Folders can contain subfolders and test cases
  • Subfolders allow deeper organization
  • Test cases live inside folders or directly under Root

Accessing Folder Actions

Section titled “Accessing Folder Actions”

Folder actions are available from the folder tree in the Repository.

To access folder actions:

  1. Navigate to Repository
  2. Locate a folder in the left sidebar
  3. Open the folder actions menu

Creating Folders

Section titled “Creating Folders”
  1. In the Repository sidebar, click Add
  2. Select Create Folder
  3. Enter the folder name
  4. Click Create

The new folder appears under the selected parent folder.

Create Folder MenuCreate Folder Menu
Create a new folder by clicking the Add button and selecting Add Folder
Create Folder DialogCreate Folder Dialog
Create a new folder by filling in the folder details form

Creating Test Cases in a Folder

Section titled “Creating Test Cases in a Folder”

You can create a test case directly inside a folder in multiple ways, depending on your workflow.

Method 1: Using Folder Context Menu

Section titled “Method 1: Using Folder Context Menu”
  1. Right-click on a folder in the folder tree
  2. Select Create Testcase
  3. Fill in the test case details
  4. Click Create

The test case is created inside the selected folder.

Method 2: From the Folder View (Right Panel)

Section titled “Method 2: From the Folder View (Right Panel)”
  1. Select a folder from the folder tree
  2. In the main (right) panel, hover over the folder header
  3. Click Create Testcase
  4. Fill in the test case details
  5. Click Create

The test case is created in the currently selected folder.

Method 3: Using the Add Menu

Section titled “Method 3: Using the Add Menu”
  1. Click Add in the Repository sidebar
  2. Select Add Testcase
  3. In the test case creation form, select the desired folder from the Parent Folder field
  4. Fill in the remaining details
  5. Click Create

The test case is created under the selected parent folder.

All methods create the same type of test case. Choose the approach that best fits your workflow.

Editing Folders

Section titled “Editing Folders”
  1. Open the folder actions menu
  2. Select Edit Folder
  3. Update the folder name or description
  4. Save changes

Folder edits apply immediately and do not affect existing test cases.

Rearranging Folders (Drag and Drop)

Section titled “Rearranging Folders (Drag and Drop)”

Folders can be reorganized using drag and drop.

To move a folder using drag and drop:

Section titled “To move a folder using drag and drop:”
  1. Click and hold the folder in the sidebar
  2. Drag it to the desired destination folder
  3. Release to drop it into place

Drag and Drop Rules

Section titled “Drag and Drop Rules”
  • A folder can be moved under another folder or under Root
  • A folder cannot be dropped into itself or its own subfolders
  • All subfolders and test cases move along with the folder
  • The folder hierarchy updates immediately

Drag and drop provides a fast way to restructure folders without using menus or dialogs.

Deleting Folders

Section titled “Deleting Folders”
  1. Open the folder actions menu
  2. Select Delete Folder
  3. Confirm the deletion

Deleting a folder:

  • Removes the folder and all its subfolders
  • Removes all test cases inside the folder
  • Deleted items are moved to the recycle bin (if enabled)

⚠️ Deleting a folder removes all its contents.
Ensure important test cases are backed up before deleting folders.

Folder Organization Best Practices

Section titled “Folder Organization Best Practices”
  • Use clear, descriptive folder names
  • Keep folder depth reasonable (3–4 levels max)
  • Avoid too many top-level folders
  • Group related test cases together
  • Periodically clean up unused folders
  • Prefer drag and drop for quick reorganization

Permissions

Section titled “Permissions”

Folder access depends on your project role:

  • Project Manager
    Full access to folder management, including creating, editing, rearranging, and deleting folders.

  • Project Coordinator
    Can create folders, edit folder details, and reorganize folders.

  • Project Member
    Can view folders and create test cases inside them.

  • Project Viewer
    Read-only access to folders and test cases.

Next Steps

Section titled “Next Steps”