Adding test cases

Add a test case to define the set of conditions, actions, expected results, and other criteria used to determine if a product component works correctly and meets its specified requirements. Each test case should focus on one component. Your testing may require more than one test case per component.

1. Click Add on the Test Cases list.

You can also add a test case from any page in Helix ALM, except when working in the Administration area. Click Add Item at the top of the page and choose Add Test Case.

The Adding Test Case page opens.

2. Enter a Summary to briefly describe the test. You can enter up to 255 characters.

3. Enter the General test case information. The fields depend on the information your team requires.

Type specifies the test case type, such as Functional or Regression.
Test Run Display indicates how steps are displayed in test runs generated from the test case. Grid View displays steps in rows and columns. Detail Grid View displays steps in row and columns, guides users step-by-step through the test run, and allows them to enter results (Pass, Fail, Undetermined) on each step. Text View displays steps as text. See Entering test results in grid view, Entering test results in detail grid view, and Entering test results in text view.

Note: This option may not be available depending on the test run compliance settings.

Automated test indicates the test will be performed using an automated script. Automated tests are managed and run in the Helix ALM Client. You can only attach scripts for automated tests to test cases in Helix ALM Web. See Attaching automated test scripts to test cases.
Estimated Run Time indicates how much time it may take to perform the test.

4. Enter or select any Custom Fields values, such as a test description, scope, conditions that must be met before performing the test, and overall expected test results.

Tip: You can use test variant field codes in test case fields and steps. When you generate test runs, field codes are replaced with the variant values. For example, if you have an Operating System variant with a %Z_OSVARIANT% field code and the Windows value is used to generate test runs, the field code is replaced with Windows in the test run. To add a variant field code, click the field or step, click the Insert Variant button , and choose the field code to add.

5. Click Add Variant to select the Included Variant Values and Excluded Variant Values to use when test runs are generated for the test case.

Test variants are attributes of the tested application used to generate test runs. A test run is created for each unique combination of variant values selected when generating test runs. See Managing test variants.

6. On the Steps tab, click Add Steps and enter the steps to perform the test and the expected results. See Entering test case steps.

7. Click the Files tab to attach automated scripts and other files testers may need to perform the test. See Attaching Files.

8. Click the Folders tab to add the test case to a folder. See Adding items to folders.

Note: You will use the Test Runs, Workflow, Traceability, and History tabs when viewing or editing test cases. See Viewing test cases and Editing test cases.

9. Perform any additional actions.

To move the test case through the workflow, click a workflow event button. For example, click Assign to assign it to another team member. Click More to see additional events. See Adding workflow events to items.
To perform various actions on the test case, click Actions and choose an action.
To run a report that includes information about the test case, click and choose a report. See Running Reports.
To send email about the test case, click and choose an option. See Emailing from Helix ALM.

10. Save the test case.

Click Save to add the test case to the project and return to the Test Cases list.
Click Apply to save the test case and continue working on it. Save the test case when you finish.
Click Save and Add Another to add the test case to the project and then add another test case.
Click Cancel to discard any changes.

The available options depend on the Add Multiple Test Cases user option set in the Helix ALM Client. See the Helix ALM Client help for information about setting add multiple items options.