Create and Assign Tags Overview

Functionize offers a tagging system to create a more granular organization of test cases. Tags provide a many-to-many categorization system. Many test cases can belong to many different tags, and vice versa. These tags can be created and used for grouping in orchestrations and can also be used within each project for the purpose of filtering data to get the search results within the project listing of test cases.

Create Tags from the Project Page

1. Open a project
2. Open the Project Actions menu and select Tags
   
   
   
3. See existing Tags and create new ones in the Tags modal
   
   
   
4. Enter a new Tag value, and a +Add button will be enabled
   
   
   
5. Click the +Add button, and a new Tag will appear
   
   
   
6. All Tags created are now saved and available for assignment to a test case
   
   

Assign Tags to Test Cases

1. Open a project
2. Click the checkbox on the left of each test to be tagged
   
   
   
3. Open the Bulk Actions menu and select Tag
   
4. Select the existing Tag from the tag drop-down
   
   
   
5. The selected Tag will update to a removable label format in the input area, continue adding Tags as desired
   
   
   
6. Click Confirm
   
   
7. The Test Listing page will update to display the newly assigned Tags on the test(s)
   
   

View by Tag

1. Open a project
2. Open the Tags filter drop-down menu and select the desired Tag
   
   
   
3. The Test Listing page will update to display tests with that Tag assigned
   

Edit Assigned Tags

1. Open a project
2. Click a Tag assigned to a test
   
   
   
3. Add or remove Tags in the modal as noted above
   
   
   
4. Click Submit
5. The Test Listing page will update, displaying the Tag(s) of the selected test(s)
   

Create Tags from the Test Detail Page

Tagging is also accessible from the Test Detail page for your convenience!

1. Open a test from the Test Listing page in a project
2. Open the Project Actions menu and select Tags
   
   
   
3. Type the name of your Tag, then click +Add - this Tag will appear below in the list of existing Tags and can be selected for assigning to other test(s)
   
   
   
4. Click Confirm and assign Tag(s) as detailed above