Test Cases
The Test Cases page is the core workspace where your team writes, organises, and maintains every test case in a project. It uses a three-panel layout — a folder tree on the left, a case table in the centre, and a detail panel on the right — that lets you navigate, browse, and inspect cases without leaving the page.
Think of it as a library
The easiest way to understand the Test Cases page is to think of it as a library:
- Folders are the shelves — they organise cases by feature, module, sprint, or any structure you choose.
- Test cases are the books — each one is a self-contained item with a title, metadata, and content.
- Templates are the book formats — they define which fields appear on the case form (just like a hardcover has different sections than a paperback).
- The table is the catalogue — a searchable, filterable view of every case on the selected shelf.
- The detail panel is pulling a book off the shelf — you see all its content, comments, execution results, and change history.
The three-panel layout
- Left panel — Folder tree
- A hierarchical tree of folders. Click a folder to filter the table to its contents. Supports drag-and-drop to move or copy folders, and five grouping modes beyond folders. The panel is resizable.
- Centre panel — Case table
- A configurable data table showing your test cases. Supports search, filters, sorting, column customisation, and infinite scroll. Bulk selection is available for users with delete permission.
- Right panel — Detail panel
- Opens when you click a case row. Shows all metadata, template field values, attachments, and four tabs: Comments, Results, History, and Issues. Can be expanded to a full-page view. See Case Detail.
How the pieces fit together
Test cases bring together several admin-configured entities. Each one is set up once by an admin and then used by project members when creating and viewing cases:
| Admin entity | Where it appears in Test Cases | Learn more |
|---|---|---|
| Templates | Determines which fields the case creation form shows | Repository Templates |
| Test Case Fields | The custom inputs on the case form (text, steps, dropdowns, etc.) | Fields |
| Lifecycle States | The State column and dropdown (e.g. Draft, Ready, Approved) | Lifecycles |
| Statuses | The Status (Latest) column — the most recent execution result | Statuses |
| Tags | Labels for filtering and categorisation | Tags |
| Environments | Platform configurations assigned to each case | Environments |
| External References | Linked Jira, GitHub, or other tracker issues in the detail panel | External References |
Getting started
- Open your project and click Test Cases in the sidebar.
- Create your first folder to organise cases — for example, Login, Checkout, or API.
- Click New Case to create a test case. Pick a template, fill in the fields, and save.
- Use search and filters to find cases as your repository grows.
- Click any case row to open the detail panel and view its full content, comments, results, and history.
Permissions
Access to test case and folder features is controlled by role-based permissions assigned in Roles.
| Permission | What it allows |
|---|---|
| View test cases | See the case table and open the detail panel |
| Create test cases | Create new cases via the New Case button |
| Edit test cases | Edit existing cases (modal or full-page) |
| Delete test cases | Delete cases and use bulk selection |
| View folders | See the folder tree in the left panel |
| Manage folders | Create, edit, move, copy, and delete folders |
| View external references | See linked issues in the detail panel |
| Manage external references | Link and unlink external issues |
Common permission combinations
| Workflow | Permissions needed |
|---|---|
| Browse cases and view details | View test cases + View folders |
| Create a case in a folder | Create test cases + View folders |
| Create a case and link a Jira issue | Create test cases + View folders + Manage external references |
| Edit an existing case | Edit test cases |
| Reorganise folders | Manage folders |
Folders
Create, move, copy, and delete folders to organise your test cases into a meaningful hierarchy.
Browsing & Search
Search by title or case number, filter by multiple criteria, customise columns, and group by state or template.
Creating a Case
Walk through the case creation form — from template selection to the STEPS field and file attachments.
Case Detail
Explore the detail panel and full-page view with Comments, Results, History, and Issues tabs.
Editing & Managing
Edit cases, switch templates, manage attachments and external links, and delete cases safely.