Overview
Test Case Management aims to facilitate a structured approach to creating and managing test cases and modules. Within each project, test cases are effectively managed and organized into modules, enabling users to group related test cases and functions together. This approach ensures proper maintenance and streamlined test execution.
QEngine lets you:
Perform various actions, including Edit, Delete, Duplicate, Move to, and Add to suites
For example, well-organized test cases can improve the testing efficiency to its maximum. You can create separate modules to store the related test cases and functions of a specific functionality. Similarly, you can move test cases or functions to different modules. Edit test case details and delete those that are not required. You can also duplicate them in case you need to reuse the test cases for a different test scenario.
Zoho QEngine provides two types of views to manage your test cases:
View Manage Page
On the Manage page, you can access a comprehensive overview of your created test cases, allowing you to perform actions related to individual test cases or modules.
To view the Manage page, navigate to the test case editor page and click Manage. This page comprises the list of modules and test cases associated with them.
The Manage page provides two distinct views for better test case management: Tree and List. In the tree view, the modules with their associated test cases and functions will be displayed in hierarchy, typically displaying information about the name of the module or test case, when it was last modified, and a description in columns. This view gives you the count of how many modules, test cases, and functions have been created.
In the list view, all the created test cases and functions will be listed individually, with information such as the test case or function name, associated module, description, and last modified date displayed in columns. This view gives you the total count of created test cases and functions.
Sorting
Both the views provide sorting and filtering functionality for specific searches. Using the sort feature, you can decide the order of the created modules, test cases, or functions, and whether they are in ascending or descending order.
Filtering
The Filter feature allows users to locate easily and organize their test cases or functions by filtering them based on criteria such as Type, Module, and Owner.
Views
Views are advanced filters that help categorize test cases available inside each project. These reports are pre-configured search criteria designed to access specific test cases. The list of predefined views for the available test cases includes:
Manage Modules
Modules let you divide the testing process into individual parts.The categorization of test cases is necessary, because each test case should focus on a single activity.
Assume you are testing the submission of a form with values. In that process, the loading of the form should ideally be an individual test case and must be separated from the rest of the actions. It should not go beyond, for instance, checking if the form gets successfully submitted; that can use another test case. This is not mandatory,h but it is generally a good practice, as individual activities are easier to debug and can be reused for other platforms or browsers. Large test cases that test the entire function are not only difficult to debug, but may also become tedious when you want to edit. Therefore, it is always a good idea to distribute the testing into small parts that are specific to a single activity. This is why modules are important, as they let you group together individual test cases which belong to the same process.
Let's discuss the module related actions you can perform:
Add Test Case
To add a test case to the module:
Select + Test Case from the list of actions.
The next few steps are similar to that of creating a test case. You'll see that the module drop-down is disabled, as the test case is created under the selected module.
Click Create.

Note: Using the same set of steps, you can
create a function as well. Make sure to mark the test case as a function, provide the return type and specify if any arguments are necessary.
Alternatively, you can create a test case using the +Test Case on the top-right corner of the manage page.
Add Modules
To create new modules, navigate to manage page:
Click + Module from the drop-down in + Test Case on the top-right corner.

Specify a name for the module, parent module (optional), and a description (optional). Click Create.


Note :
A module can contain one or more other modules to further categorize based on specific functionalities. For example, the User Management feature can be the parent module, encapsulating related child modules, such as"User Registration and User Login, with each of them containing their respective test cases.
Modules can't contain test cases and sub-modules at the same level. For example, module A can't contain test case 1 and submodule B as separate entities on the same level. For such cases, either move test case 1 into submodule B, create a new submodule for it, or move it to another module outside module A.
To perform actions on the module, click on the ellipsis icon
.

Note: Alternatively, this action can also be done from the test case editor page.
Edit
Use the Edit option to change the module related details, such as Module Name and Link Name, to change the associated Parent Module under a different module or modify the Description.
Click the Edit option from the list of actions.
To rename the module, edit the existing name. The link name will not change as you edit the module's name. If you wish to change it, rename as per the conditions.
To change the parent module to another empty parent module or sub module. Select the required module from the drop-down.
Modify the description, if required. Once you finish with the changes, click Update. The changes will be reflected on the manage page instantly.
Note: The parent module can be moved to a different parent module or sub module, provided it doesn't have existing test cases or functions.Delete
Modules can only be deleted if they are empty.
Click Delete option from the list of actions.
The delete prompt will ask you to confirm the actions on the respective module. If the module contains test cases or functions inside, referred actions will prompt to first go delete all the test cases and functions and then revert to do the delete action, once again.
To confirm the delete action, click Delete.
Move to Module
To move modules to another module:
Select Move to from the drop-down menu. This action will list the existing modules.
Choose the one you want to move the module to and click Move.

Add to Suite
Select Add to suite from the list of actions.
Choose the required suite to move the module. You can also select multiple test suites to move the model to.
Click Apply.


Note: Modules containing functions cannot be added.
Additionally, you can perform selected actions, such as Delete, Move to module, and Add to suite in bulk, by selecting the required modules.
Alternatively, these actions can be done by right clicking the required module name in the test case editor page. Manage Test Cases & Functions
Perform the desired actions on a test cases and functions. You can also perform bulk actions by selecting the required test cases and functions.

Note:
For the tree view, a module needs to be expanded to view test cases and functions and to perform the actions. For list view, by default the test cases and functions are listed and actions can be performed straightaway.
Let's discuss the test case or function related actions you can perform:
Edit
To edit the test case details:
Click the Edit option from the list of actions to edit the test case details, such as Test Case Name, Link Name, to change the associated Module under a different module or modify the Description.
To rename the test case, edit the existing name. The link name will not change as you edit the test case name, but if you wish to change, edit them as per the guidelines.
You can move this test case to another module or sub-module. Select the required module from the drop-down. You can create sub modules inside existing empty parent modules.
Click the + icon next to the parent module.
Type the name for the sub module. To save, press the Enter key.

Click Update to confirm the changes.

Duplicate
Duplicate can be used to clone a test case or function. For example, a test case was created for user registration functionality that verifies the registration process for new users on an ecommerce website. Now, a similar registration process is needed on the website's mobile application. This process requires a new test case to be created. To save time and effort, duplicate the existing "User Registration" test case. Using the feature, create an exact copy of the original test case with the same test steps, expected outcomes, and other details.
Steps to duplicate a test case or function:
Select Duplicate from the drop-down menu.
Name the clone, if required. Otherwise, it will default to naming the test case or function: "copy of {test case name}."
Click Duplicate.

Note: The link name for the test case gets generated automatically. If you wish to edit the link name, use the Edit option.Delete
To delete a test case or a function:
Click Delete option from the list of actions.
The delete prompt will ask you to confirm the actions on the respective test case or function. Click Delete.

Note:
Test cases and functions can't be deleted if they have been referred to in a test suite or test plan. To delete such test cases, first remove the test case from the test plan, followed by removing it from the test suite, then from the test cases section.
Move to
To move test cases or functions to another module
Select Move to from the drop-down menu. This action will list the existing modules.
Choose the module or sub module, you want to move your test case or function to and click Move.

Add to suite
You can add test cases to existing test suites:
Select Add to suite from the list of actions.
Choose the required suite to move the test cases. You can also select multiple test suites to move the test case to.
Click Apply.


Note: The Add to suite action is only applicable to test cases.
Additionally, you can perform these actions in bulk by selecting them.
Alternatively, these actions can be performed by right-clicking the required test case or function name in the test case editor page.