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From the “Customize” dialog in the top left of the menu, first, you would define the list of available options:
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you can enter the export configuration screen.
This page provides the user two main options/tabs:
- Export configurations, where user can manage the export configurations
At this step, you just need to decide on the configuration name
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- . You can update the default options to match your needs, but we generally recommend keeping them as-is for reference purposes.
You can have multiple configurations for the same target export if, e.g., teams have diverse options for relevant metadata columns.
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- Export fields, where user can manage the fields configurations, their format, and potential values:
Edit Export Fields for selects the Export Configuration to manage the fields.
Script Type dropdown at the top allows to select whether this configuration can apply only to Manual scripts, only to Automate, or to both.
Each field can be made mandatory or optional using the second column with the checkboxes (this will not affect the export of fields populated automatically). Finally, you can reorder fields using the indices in the first column.
There are 3 field types available: - “Populated automatically” – depending on your scripting in Test Case Designer (Manual or Automate), certain core elements like Step Description or Gherkin Scenario Steps will be pulled from the source and will not be editable in the export dialog itself.
- “Alternate Name” allows changing the displayed column name after export, which can make the mapping setup for test management tools easier.
- “Naming Convention” and “Example” for the Test Name can provide the template tooltip for syntax rules.
- Text – fairly standard string field that can be left blank or specified with the default value.
- Dropdown – can handle the single selection with the options separated by commas (you can refer to the tooltips in the 4th column header for syntax guidance
Script Type dropdown at the top allows to select whether this configuration can apply only to Manual scripts, only to Automate, or to both.
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