Creating a tablespace in SmartPlanner

A tablespace is a filtered list of your test cases where you can assign them to test cycles and work within the SmartPlanner application.

Permissions Required

• Ensure you are a member of a group with the SmartPlanner administrator permission in CatchHub.

Creating a Tablespace

1. Access SmartPlanner:

   • Click the SmartPlanner tile on your CatchHub dashboard to go to the SmartPlanner home page.

2. Create New Tablespace:

   • Select the Create new tablespace button

3. Fill Out the Prompt:

   • Complete the required information.
   • Ensure your Enterprise Tester credentials are correct and have admin permissions within Enterprise Tester.
     
     
     

4. Poll Enterprise Tester:

   • Poll Enterprise Tester to make the appropriate projects and packages available for filtering.
   • You can add more than one project or multiple packages to filter down.
     
     
     

5. Add a Pre-Filter (Optional):

   • You can add a pre-filter to the table to filter on a specific property such as priority, status, etc.
     
     
     

6. Configure Columns:

   • Select Configure Columns to start creating your table structure.
   • Each row represents a column in the tablespace.
   • To add a column, select the + icon in the top right corner.
   • By default there are some fields already added. You can either use these fields or delete them and add your own fields.
     

Options When Creating a Row

• Type:

  • Field: Data from Enterprise Tester (e.g., Name, Description, Status).
  • Test Cycle Checkbox: Allows assigning a test case to a test cycle and creating a test execution.
  • Value Checkbox: Allows assigning a test case to a specific product (e.g., "Version 1") for further filtering.
  • Project: Select a specific project if there is more than one; otherwise, this column will not show.

• Column Name:

  • Prefilled if you select a mapping; otherwise, you can enter your own name.

• Field Mapped:

  • Used for Field type and Value checkbox rows (not for Test Cycle checkbox).

• Value Mapped:

  • Used for Value checkbox types to nominate a value to map.

• Execution Package:

  • Specify the test cycle that a test execution will be assigned to.

• Dropdown Filter:

  • Enabled for "Field" type columns and for ET standard dropdowns & Custom fields. It allows filtering to find data easier.

• Freeze Column:

  • Freezes the column to the left of the screen.

• Tooltip Field:

  • Allows mapping an additional field to a cell for hover-over information.

• Delete Row:

  • Use the rubbish bin icon to delete a row.

• Rearrange Columns:

  • Use the up and down arrows to rearrange the columns.

Finalizing the Tablespace

1. Save & Close:

   • Once satisfied with the table, press Save & Close.

2. Return to Dashboard:

   • You will be returned to the main dashboard where your table should now be visible (if you clicked display on the dashboard on the first screen).

3. Load Your Table:

   • Click on your table to load it. It should look something like the configured setup.

Example Screenshots

• Test Cycle Checkbox/Test Case Assignment Table:

  • This shows how test cases are assigned to test cycles.
    

• Value Checkbox/Higher-Level Checkbox Table:

  • This shows higher-level filtering options using value checkboxes.