User-Defined Tabs

In the Administration area, it is possible to create as many tabs as are required to display the data needed. Special non-top level entities can be created. These contain a list of rows and appear as tabs on any top level entity. For example, a Task might contain a tab which lists out the environment creation steps that must be completed prior to beginning the task. These tabs can be edited in one of two ways, controlled by a flag against the entity in the Admin area.

Separate editor window: If the ‘Allow editing within grids’ option is not checked the data must be edited via a separate editor window. A right click menu enables items to be created, edited or deleted. If creating or editing, a new form is displayed. Click the OK button to store the item that you have just added.

Editing within grids: If the ‘Allow editing within grids’ option is checked a separate editor window is not required. Data can instead be entered by keying directly into the grid, with a new blank line always being available at the end of the grid in order to add new items. The in line editor provides the full editing functionality of the standard editor for most properties.
Validation of the input is performed when a cell is being edited, when focus leaves the cell the validation rules are run and in the case of a failure the error message is displayed as an icon within the cell.

The only exception to the standard handling of the grid display is when a grid is in inline editing mode and you have grouped by a column, the new row item is hidden as it is not possible to enter a value for the grouped column. The grid must be un-grouped in order for in-line editing to be made available.

Additionally, part of the grid can be pre-populated with values from a pick list. This is controlled by another option in the Entity Administration area to ‘Pre-populate possible values based upon’ a selected Pick List. If this option is used, you can choose a ‘Single Value Select’ box to be the driver for the checklist. You can only have one of these, but it can be a Dependant Select. Choosing this value means that when you come in to the grid, you will have access to these rows and the other properties on the entity. Be aware with this option checked, you cannot add/remove individual records, everything is driven from the number of values in the Select box.

Several right click options are available when editing within these grids:

  • Insert: Add a new row immediately above the selected row.
  • Delete: Remove the selected row.
  • Copy: Copy a single selected row.
  • Paste: Paste the copied row above the selected row.
  • Move Up/Down: Move the selected rows up and down the list.
  • Export as CSV: Add the data in the grid to a CSV file.
  • Expand Rows: Expand all cells so that all data is displayed, by default only a single row of data is visible.
  • Show History: View Audit Data for the selected row.

It is possible to copy screen and input events from a set of results by right clicking within the screen list and selecting the ‘Copy steps to clipboard’ option. These can then be pasted into an in line grid by right clicking a column and selecting the Paste option. Thus, for example results from a previous manual test can be used as the basis for future testing activity. In addition, data can be copied from an excel spreadsheet or a Word document into this type of grid. We support importing into a single column, the supported property types are ‘Single Line Text’ and ‘Multi Line Text’.