There are several ways to export a tree structure from TRACE:
from the Export page, from the Sidebar and from Tree Editor.
A)
Export page allows export of the entire tree or a selection of
branches:
1. Click Export link
in Tasks pane under the selected
module. The Main pane displays the available
tree structures under the module
2. Select the Tree
to export in Select Tree Data section
3. Keep the default selection or unchecked/check branches of
the tree. Expand/collapse branches to select whatever is needed it to be
exported.
4. Check the need it Export
Options (see Export Options )
5. Click Export
button
The export generates
a .csv file containing all selected forms
of the tree structure in the same order as they are displayed in TRACE.
Each file record
starts with the control fields: Form
Type, UID (unique record ID), Form ID (visual ID), node Depth and Version and then continues with the selected fields.
B)
Sidebar allows export of a single branch at the time
1. Click Exit Tree
link in Tasks pane under the
selected module. The tree displays options for reorder and creating forms.
2. Click on the Export
to CSV icon (
)
The export generates
a .csv file containing the form and
its descendants in the same order as they are displayed in TRACE.
Each file record
starts with the control fields: Form
Type, UID (unique record ID), Form ID (visual ID), node Depth and Version and then continues all form fields.
C)
Tree Editor allows export of the entire tree or a
selection of branches, see Export to CSV
·
Indent rows: Indent (add a tab character) to Form Type name for each row to highlight the forms hierarchy.
·
Add system fields: Add the system fields (Created By, Created On, Updated By and Updated On) to the output file.
·
Add header: Add tree header to the export file. A header row is
added for each form-type in the structure.
For example, if the
tree structure contains Test Group, Test Case and Test Step form-types, the tree header has 3 rows.
·
Select fields: By default, all the fields are exported. Using this
option, you can customize the exported fields.
Example
·
Rows
indented. System fields added. Tree header added
|
Form Type |
UID |
Form ID |
Depth |
Version |
Created By |
Created On |
Updated By |
Updated On |
|
Form Type |
UID |
Form ID |
Depth |
Version |
Created By |
Created On |
Updated By |
Updated On |
|
Form Type |
UID |
Form ID |
Depth |
Version |
Created By |
Created On |
Updated By |
Updated On |
|
Test Group |
798270 |
1 |
1 |
1 |
Jane Smith |
2014-02-11
01:51 PM EET |
Jane Smith |
2014-02-11
01:51 PM EET |
|
Test Group |
798271 |
1.1 |
2 |
1 |
Jane Smith |
2014-02-11
03:51 PM EET |
John Smith |
2014-02-11
03:51 PM EET |
|
Test Case |
798277 |
1.1.1 |
3 |
2 |
Jane Smith |
2014-02-11
03:53 PM EET |
Jane Smith |
2015-03-06
03:18 PM EET |
|
Test Case |
798280 |
1.1.2 |
3 |
2 |
Jane Smith |
2014-02-11
03:54 PM EET |
Jane Smith |
2014-02-11
03:54 PM EET |
|
Test Group |
798272 |
1.2 |
2 |
2 |
Jane Smith |
2014-02-11
03:51 PM EET |
Jane Smith |
2014-02-11
03:51 PM EET |
|
Test Case |
798281 |
1.2.1 |
3 |
1 |
Jane Smith |
2014-02-11
03:54 PM EET |
Jane Smith |
2014-02-11
03:54 PM EET |
|
Test Case |
798282 |
1.2.2 |
3 |
1 |
Jane Smith |
2014-02-11
03:55 PM EET |
Jane Smith |
2014-02-11
03:55 PM EET |
|
Test Group |
798274 |
1.3 |
2 |
4 |
Jane Smith |
2014-02-11
03:52 PM EET |
Jane Smith |
2015-03-04
12:00 PM EET |
|
Test Case |
798283 |
1.3.1 |
3 |
1 |
Jane Smith |
2014-02-11
03:55 PM EET |
Jane Smith |
2014-02-11
03:55 PM EET |
|
Test Case |
798285 |
1.3.2 |
3 |
1 |
Jane Smith |
2014-02-11
03:55 PM EET |
Jane Smith |
2014-02-11
03:55 PM EET |
|
Test Group |
977267 |
2 |
1 |
1 |
Jane Smith |
2015-03-03
11:41 AM EET |
Jane Smith |
2015-03-03
11:41 AM EET |
|
Test Group |
977266 |
3 |
1 |
1 |
Jane Smith |
2015-03-03
11:41 AM EET |
Jane Smith |
2015-03-03
11:41 AM EET |
|
Test Group |
977370 |
4 |
1 |
1 |
Jane Smith |
2015-03-04
09:27 AM EET |
Jane Smith |
2015-03-04
09:27 AM EET |
Using Import from CSV
for tree structures you can create, update, delete forms or change and renumber
the tree structure (refer to Table 5‑1).
When prepare the import file, before doing the actual
import, take a closer look at Control Fields, Import Operations and Import Options.
Import file
● Prepare a valid CSV
file, UTF-8 encoded
● Each file row
represents a form and each column represents a form field
● Field data format respects
the rules from Import Fields Data
Format
● The best start up for
an import file can be obtained by exporting from TRACE the tree itself. In this
way the tree header has the correct tree header (field names).
● To update an existing
tree structure, it is strongly recommended to first export the tree to.csv,
update this file and then import it back in TRACE
● Import file could contain
or not a tree header. If the tree structure has 3 form types (like Test Group, Test Case and Test Step)
then the tree header must have 3 rows.
1. Click Import link
in Tasks pane under the selected
module.
2. Click Browse button in Import Data section (scroll down the page to see it) and choose a
file
3. Check First rows are tree headers checkbox
if the file contain the tree header (rows having the field names)
If this option is
check, the complete header of the tree must be provided regardless of the form
imported.
For example, if you
want to update and reorder only the Test Cases in a structure having Test Group, Test Case, Test Step, the
import file needs to have three header rows, even the forms within are just
Test Cases.
4. Click Upload button. The import tool displays
the first 4 rows of the import file for each form-type
5. Select the operation
in the Operations section (see Import Operations)
6. Select how the
numbering of forms is made: automatically by TRACE or by user (see Import Operations)
7. Set a column for each
field by selecting the appropriate item from the drop-down menus.
8. Click Import button.
9. A summary report is
displayed when the import is completed.