TestOrchestrator

Creating an Exploration

The Add Exploration modal uses a two-column layout — essential metadata on the left, template and planning fields in a card on the right. Fill in the name, choose your configuration, and click Create.

Think of it as packing for a field trip

Name the expedition (title), pick the field guide (template), note which leg of the journey it belongs to (cycle), choose the terrain (environment), assign a scout leader (assignee), and pack the custom gear (template fields). Tags are flags you plant for others to find you. Estimate is how long you expect to be out.

Step by step

  1. Click New Exploration in the top-right corner of the EXPLORATIONS tab.
  2. Enter a Name for the exploration. This is the only required text field.
  3. Optionally select a Cycle to group the exploration under a sprint, release, or iteration.
  4. Optionally select an Environment to record which platform combination is being explored.
  5. Fill in any custom TEXT or STRING fields that appear below Environment in the left column.
  6. In the right-column card, optionally change the Template. The default template is pre-selected if one exists.
  7. Optionally set the State to a lifecycle state. The default state is pre-selected if one exists.
  8. Optionally select an Assigned To user via the searchable combobox.
  9. Optionally enter an Estimate in time format — for example, 1h 30m or 01:30:00.
  10. Optionally add one or more Tags for categorisation and filtering.
  11. Fill in any custom non-text fields (CHECKBOX, DROPDOWN, MULTI_SELECT, INTEGER, FLOAT, DATE, LINK) that appear in the right column.
  12. Click Create exploration.

The two-column layout

Left column
Name (required text input), Cycle (optional select), Environment (optional select), and any custom TEXT or STRING fields from the selected template.
Right column (card background)
Template (required if templates exist), State (required if lifecycle states exist, with icons), Assigned To (searchable combobox with user avatars), Estimate (time format input), Tags (multi-select with icons), and any non-text custom fields from the template (CHECKBOX, DROPDOWN, MULTI_SELECT, INTEGER, FLOAT, DATE, LINK).

Exploration metadata fields

Field Required Description
Name Yes Short title for the exploration. Maximum 255 characters.
Cycle No Sprint, release, or iteration. Only active and upcoming cycles appear. See Cycles.
Environment No Platform and browser combination. Only enabled environments appear. See Environments.
Template Conditional Required if exploration templates exist in the workspace. Controls which custom fields appear. See Exploration Templates.
State Conditional Required if lifecycle states exist for explorations. See Lifecycles.
Assigned To No Searchable combobox showing project members with avatars.
Estimate No Expected duration. Accepts token format (1h, 5m, 30s, 1h 30m) and colon format (01:30:00, 23:30).
Tags No One or more labels for categorisation and filtering. See Tags.
Custom Fields Varies Determined by the selected template. Each field’s required state is configured per-template.

Templates and custom fields

Changing the template dynamically loads a different set of custom fields. Required fields (marked with a red asterisk) must have a value before saving. Default values from the template configuration are pre-filled automatically.

TEXT and STRING fields appear in the left column below Environment. All other field types (CHECKBOX, DROPDOWN, MULTI_SELECT, INTEGER, FLOAT, DATE, LINK) appear in the right column card.

No STEPS field. The STEPS field type is not available for exploration templates. If you need structured step-by-step testing, use Test Runs instead.

Template fields describe the exploration, not individual results. Custom fields are set when creating or editing the exploration and displayed read-only on the detail page. They are not recorded per result — each result entry uses its own notes and status.

Estimate format

Two supported formats:

Token format
Combine hours, minutes, and seconds: 1h, 5m, 30s, 1h 30m, 1h 30m 45s.
Colon format
Use colons: 01:30:00 (1 hour 30 minutes), 23:30 (23 minutes 30 seconds).

Invalid formats show a validation error and prevent saving.

What happens on save

The exploration is created with the selected lifecycle state and zero results. No results exist yet — navigate to the detail page to begin logging your findings.

Edit later. You can adjust all metadata, custom fields, and the template at any time by editing the exploration — see Managing Explorations.