ALM Octane and Value Edge: UI tips and tricks

 
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List of tips and tricks with short "how to" examples (for tip availability, check the "available from release" column):

Tip Description Preview Available from Release

Search using wildcards

Search using wildcards:

? (question mark): to replace any single character.

* (asterisk): to replace a number of characters.

search using wildcards.gif

16.1.100

Customize board cards

Customize the card view to display specific fields, both system and user-defined.

customize-cards.gif

16.0.200

Show <field> in history

Right-click an item and select Show <field> in History to quickly access the history of the item's changes.

Show-in-history.gif

16.0.100

Keyboard shortcuts for global search

Click Ctrl+Alt+E (or Cmd+Option+E on Mac) to open the global search and start searching.

Keyboard-shortcut-for-global-search.gif

16.0.100

Search by partial ID

In the global search box, you can also type a partial ID to search for items by ID.

Partial id search.gif

16.0.100

Copy multiple links

Copy links to multiple items in as a single operation, instead of copying them one-by-one.

Copy multiple links.gif

15.1.60

Dashboard: edit widget name shortcut

Click the widget title to edit.

edit graph name.gif

15.0.60

Dashboard: widget filters shortcut

By clicking the filter icon you can quickly edit the widget filters.

dashboard-edit-filter.gif

15.0.60

Global Search

You can filter your global search results by entity type.

global-search-using-filter.gif

15.0.60

Quick Actions

Click Ctrl Q to open the quick actions menu.

For example, quickly add items or navigate between modules.

quick actions.gif

15.0.60

Quick bulk update on the selected field

Click a column's header menu and choose to group the grid by the selected field.

bulk update by field.gif

15.0.60

Quick link to an item

Using the hashtag # character, you can add a link to any item. You can use quick links in the description, comment, or any other memo field.

Tagging-entities.gif

15.0.40

Click a column to add additional sorting levels

While holding the Shift key, click a column header to sort the grid by that column. Click another column header to add another sort level.

Sorting.gif

15.0.40

Exclude value in filter pane

To create an 'exclude' filter in the Filter sidebar, right click the value that you want to filter out.

For example: Show me all the defects that are not Low.

negative-filter.gif

15.0.40

Quick Filter

Right click a cell in the grid to filter by that field and value. For example: Filter all defects which are rejected.

quick-filter.gif

15.0.40

Cross Filter

Extend your filters with a cross filter. For example, you can filter tests designed by a team by selecting the Teams attribute in the Designer field.

Look out for the cross filter arrow icon alongside the attributes that support cross filtering.

2020-03-19_09-29-20 (2).gif

15.0.40

Quick grouping by selected field

Click a column's header menu and choose to group the grid by the selected field.

quick-group-by.gif

15.0.40

Autofill

Create templates to reuse default field values.

autofill.gif

15.0.40

Keyboard Shortcuts

Keyboard shortcuts list is available in the help menu.

keyboard-shortcuts.gif

15.0.40

Markdown in test script

Use markdown in your test script to emphasize text and display it in bold, italics, underline, or colors (red, green, blue).

The formatting is displayed in the visual editor and manual runner.

markdown.gif

15.0.40

Filter by multiple IDs

You can filter entities by multiple IDs using a separated-comma list.

filter-ids.gif

15.0.40

Drag to assign a BLI or a task

In Team backlog, you can assign a BLI or a task to a user by dragging a card to the team member in the Team tab on the right pane.

drag to assign.gif

15.0.40

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