Preferences
Preferences allow the configuration of default settings, third-party integrations, and custom screens for each workspace, supporting a tailored and efficient environment. They facilitate the application of Custom Forms at various levels within a workspace — Connection, Workflow, Rule, and Check. Additionally, they support integration with test management tools and notification systems, enabling seamless coordination and comprehensive reporting.
How To: Configure Preferences for a Workspace
- Navigate to the Administration module.
- Select the Configurations tab.
- Select Preferences.
- Click the name of the workspace whose preferences need to be configured.
- Configure the preferences as follows:
- Name: Displays the name of the selected workspace. This field is read-only.
- Description: Shows the description of the selected workspace.
- Rules: Select the Custom Form to be displayed for the Rules Screen.
- Checks: Select the Custom Form to be displayed for the Checks Screen.
- Connections: Select the Custom Form to be displayed for the Connections Screen.
- Workflows: Select the Custom Form to be displayed for the Workflows Screen.
- Test Management Tools: To enable Azure DevOps Test Case Management, check the Enable checkbox and choose a DevOps Project from the Project dropdown.
- Slack Notifications Configuration: Under the Slack Channels dropdown, select the channels that should receive the rule / workflow execution notifications.
- Teams Notifications Configuration: Under the Microsoft Teams Channels dropdown, select the channels that should receive the rule / workflow execution notifications.
- Click on Save to apply the changes.
Considerations
- Custom Forms must be created and configured before they can be added to a workspace's preferences.
- Azure DevOps Test Case Management must be set up as an Integration before it can be selected in a workspace's preferences.
- Teams and Slack Notifications must be set up as Integrations before use.