ALM Octane: UI tips and tricks

ALM Octane: UI tips and tricks


See below list of tips and tricks with a short "how to" examples (and "available from release" column):

 Tip title  Description Preview example Available from Release

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



Quick Filter

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




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



Quick grouping by selected field

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




Quick bulk update on selected field Click a column’s header menu and choose to bulk update the selected field

bulk update by field.gif


Create templates to reuse default field values


Keyboard Shortcuts Keyboard shortcuts list is available in the help menu






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.




Quick Actions

Click Ctrl + Q to open the quick actions menu.

For example, quickly add items or navigate between modules

quick actions.gif



Global Search

You can filter your global search results by entity type





Filter by multiple IDs

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




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


Dashboard: widget scope shortcut

By clicking the filter icon you can quickly edit the widget scope




Dashboard: edit graph name shortcut

Click the widget title to edit

edit graph name.gif

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‎2020-06-07 06:49
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