Zoho QEngine | Marketplace Integration | Zoho Sprints Help

Zoho QEngine Integration

Quality checking is a must when it comes to any product that you deliver to the end users. A proper testing cycle is necessary to deliver a bug-free product to the users. Testing process can be made much simpler with the integration of QEngine, a testing software, owned by Zoho. Testers or Quality Analysts can create a test plan for the product or feature without the need to switch to another tool for testing. You can perform both manual and automation testing in Zoho QEngine. While QEngine is suited for both manual and automation testing, automation testers especially value it for how it lets them code and execute their test cases automatically.
 
Integrate Zoho Sprints and Zoho QEngine to create and manage your manual and automation test cases within Zoho Sprints. Manage your testing cycle from creating test cases to viewing the test results. You can also re-run the tests any number of times as per the need.
Info
Availability: All Plans
Alert
Permission: By default, workspace owners will have all permissions. Users who are part of both products (Zoho Sprints and Zoho QEngine) can perform all actions.
 

Use case of QEngine

QEngine Integration can be enabled when your testing team relies on automation testing. When you have a repetitive testing cycle to be frequently performed, automation testing will be the best suit. You can write your script in the builder to execute your test cases automatically. This eventually helps in reducing manual error and work, increases efficiency and improves speed, better testing process and improved degree of testing.
 

Install QEngine    

  1. Click the gear icon at the top-right. The settings window will appear.
  2. Click Zoho under the Marketplace section. The listing page will appear.
  3. Select Zoho QEngine.
  4. Enter the Workspace Name.
  5. Select the existing QEngine organization or type a new organization name and click Create.
    Existing organization or a new organization will be added.
  6. Click Associate.
Once you're done, the QEngine organization will be associated with Zoho Sprints. The QEngine's UI will load within Projects of Zoho Sprints. All actions that you carry out within QEngine can directly be performed from within Zoho Sprints. You can now access QEngine from within the projects or entities in Zoho Sprints. QEngine synced projects will have the "QEngine" icon near the project title, which is hyperlinked to the QEngine product, for easy identification and navigation.    

Add Users of Zoho Sprints to QEngine  

  1. Currently, users can be added only from QEngine portal.
  2. Navigate to QEngine (qengine.zoho.com).
  3. Select Users in the left pane.
  4. Click + Add Users.
  5. Enter the user's email address.
  6. Select the user's profile.
  7. Enter an invitation message (if required).
  8. Click Add

Invited users will receive an email invitation which can be used to join the organization. Once the user accepts and joins the QEngine portal, the respective user will be able to access QEngine module and manage the test cases.
 
Notes
Note: If the user isn't added to the QEngine portal, then the user wont be able to make any changes to QEngine. When they access it, they will get an error prompt with the option to send a request to join the portal.   

Associate QEngine projects with Zoho Sprints projects  

Associate Zoho Sprints' project with QEngine to manage the test cases of that project. You can either create a new QEngine project or choose an existing QEngine project and associate it with Zoho Sprints.
 
Notes
Note: Only when the QEngine extension is installed in your workspace, you will be able to associate the projects from Zoho Sprints to QEngine.  
  

Scenario 1: New project in Zoho Sprints  

  1. Navigate to Zoho Sprints and go to the All Projects page.
  2. Click the dropdown beside the Create icon at the top right.
  3. Select Project.
  4. Enter the project details and click the Add to Other apps dropdown.
  5. Select Zoho QEngine

  6. Now, in the QEngine details section, choose an existing project or type a new project name and click Create. This creates a new project in QEngine. 

  7. Click Create

Scenario 2: Existing project in Zoho Sprints 

  1. Navigate to a project.
  2. Hover over a project name and click the View Details button.
  3. Scroll down to the QEngine details section.
  4. Select a QEngine project from the dropdown. (or)
  5. Type a new project name and click Create

Access QEngine module in associated Projects  

If the QEngine project is associated with a Zoho Sprints project, you can access the QEngine module from within the Project details view. This helps manage the test cases of the project irrespective of any specific entity.
 
To access the QEngine module:
  1. Navigate to the All Projects page.
  2. Select a project.
  3. Hover near the project name and click the View Details button.
  4. Scroll down to the QEngine details section, select a QEngine project and click Update.
  5. Close the project details page.
  6. Click in the module list tab and select QEngine

  7. Create your test cases, test suites, test plans, and check the test results.

Access QEngine from the work item  

When a project is associated with QEngine, you can easily add test cases to the work items directly from within the Work Item's details view.  
 
To do so:
  1. Navigate to a project.
  2. Select a work item.
  3. Click in the entity list tab and select QEngine.
  4. In the QEngine section, add test cases, test suites, and test plan. 

Notes
QEngine can be accessed from Sprint, Epic and Release modules as well. However, please note that you can only create or associate existing Test Plans from them  to obtain the results of the test run. Execute the test plan from here to trigger the test run.  

Create and manage test cases

Test Case are a set of instructions or conditions used to test the functionality of a developed feature or product. For instance, when a developer completes a new feature, it must undergo quality checks before it is released. To ensure the feature works as intended, the Quality Analyst (QA) prepares test cases i.e., detailed scenarios that defines how the feature should behave under various conditions. These test cases form the basis of testing to identify any issues or defects and to validate the feature to meet the specified requirements.  Learn more about how to create test cases and work with them from this help document.

Create Test Cases 

Test cases can be created from within the Project or Work Item.
  1. Navigate to a project or work item.
  2. Go to the Test Cases module.
  3. Click Add Test Case

  4. Enter the test case name. Link name will be auto-filled based on the test name, all special characters and spaces will be replaced with underscores (_).
  5. Select a module for the test case to be stored together with other similar test cases of the same functionality. (or)
  6. Type a module name to create a new module.
  7. Select the Mark test case as a function check box, if you want to create functions.
  8. Click Create

Alternatively, you can create test cases from the work item as well. However, the test case created with be specific to that work item.
Notes
Note: After creating the test case, it cannot be converted into a function, and vice versa. The checkbox will be disabled when you try editing the test case details later.
 
There are two distinct modes using which you can write test cases: Builder and Editor.
  1. Editor: Experts who prefers to code directly can use this Editor mode to write the code directly and run it.
  2. Builder: Beginners or users who prefer low-code can use this Builder mode to write the test cases and run it.
Learn more about Editor and Builder.

Sort Test Cases  

Decide the order of the test cases created. You can sort the test cases in either ascending or descending order. Switch to the list view of Test Cases and then the Sort icon would be available. 
  1. Click the change view icon beside the All type dropdown.
  2. Click the List view icon at the right side.
  3. Tap the sort icon. 
  4. Hover over the Modified On button. 
  5. Select the Ascending or Descending order based on your requirement.

Filter Test Cases  

Refine and view only test cases by selecting the 'Test Cases' option in the dropdown. 



Info
Zoho Sprints not only supports sorting and filtering options but also additional features. Learn more about the supported functionalities.

Test Suites  

A test suite is a collection of related test cases grouped together in a specific folder. For example, if a Quality Analyst wants to test all scenarios related to the "Log out" functionality, they can organize all relevant test cases into a single test suite and name it accordingly. This makes it easier for the QA team to execute the tests focussing on that particular feature. Learn more about how to create and work with test suites

Create Test Suite

  1. Navigate to a project or work item.
  2. Click the more icon .
  3. Select QEngine.
  4. Go to the Test Suites module.
  5. Enter the Test Suite name.
  6. Select an Execution type: Parallel or Sequence.
  7. Enter Pre-conditions and Post-conditions.
  8. Click Create.

Test Plans  

A test plan outlines how a test suite should be approached. Let the system know what has to be tested and in what order the test should be performed. Create test plan when you need to execute a specific test suite frequently in order to test the sanity of the product periodically. Learn more about how to create and work with test plans. 
Specify automation details for test cases as Test Plans. Test plan requires at least one test suite to execute the test cases within it.
  1. Create Test Plan. 
  2. Navigate to a project.
  3. Click the more icon .
  4. Select QEngine.
  5. Go to the Test Plan module.
  6. Enter the test plan name and enter a description.
  7. Select an agent.
  8. Select an environment.

  9. Select at least one test suite.
  10. Choose a schedule for the test plan.
  11. Condition for Re-Run On Failure.
  12. Add Webhooks and Notifications if needed.
  13. Click Create

Alternatively, you can create a test plan from within a Work Item, Sprint, Epic and Release of the Project as well.

Test Results   

When a test plan is executed, the test results can be viewed in the Test Results tab. For example, after QA runs a test plan, they can switch to this tab to review the results. Often not all test cases pass the test; some fail, and it must be fixed before the product is released to the public. Therefore, reviewing the test results is essential to ensure any issues are identified and addressed promptly. Learn more

View Test results

  1. Navigate to a project.
  2. Click the more icon .
  3. Select QEngine.
  4. Go to the Test Results module.
  5. View the test result details. 

The Test Results module will contain information like Total Execution Runs, how much percentage completion, what's currently running and the success rate.
 
You can also search for test results, change to list or thumbnail view, sort and filter them within this module.

Customize QEngine settings from within Zoho Sprints  

Zoho Sprints has embedded the UI of Zoho QEngine for you to have a hassle free experience. This helps our users avoid switching between apps.
 
Access QEngine settings from within Zoho Sprints once the integration is enabled. You can plan and manage automations, authentication, preferences, and notifications for your testing process from Zoho Sprints.
  1. Click the gear icon at the top-right. The settings window will appear.
  2. Select QEngine under Project Settings.
  3. Create Variables, Elements, Data Source, add files, register agents, and much more.

Learn more about QEngine settings from this help document.
 
Notes
Note: 
 Zoho Sprints supports accessing QEngine settings except for adding users in QEngine .

Disable Zoho QEngine   

  1. Click the gear icon at the top-right corner. The settings window will appear.
  2. Click Zoho under the Marketplace section. The listing page will appear.
  3. Select Zoho QEngine.
  4. Click Disable.
  5. Confirm your action and click Disable.
Zoho QEngine integration will be disabled temporarily. You can activate the integration again whenever required without having to authenticate all over again.

Dissociate Zoho QEngine  

  1. Click the gear icon at the top-right. The settings window will appear.
  2. Click Zoho under the Marketplace section. The listing page will appear.
  3. Select Zoho QEngine.
  4. Click Dissociate.
  5. Confirm your action and click Delete

This integration will be deleted permanently. All associated projects will be dissociated from Zoho Sprints. This association will not be established again when you integrate it again.

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