The checklist search allows to search the Testify environment for all existing checklists, whether closed or open. All checklists are listed here in chronological order.
The context menu of the checklist (the three dots on the right) offers various options depending on the current state of the checklist. When clicking on a checklist, the checklist overview appears.
Only the checklists for which one has the corresponding permission are displayed.
Search
The search for specific checklists is facilitated by the search button at the top right. After selecting the magnifying glass, a specific checklist title can be entered to be searched for.
Filter
It is possible to apply certain filters to the listed checklists. To filter the checklists, the filter button should be selected. Then it is possible to filter by status, assigned to, created by, planned for, category and test object (type). Several filters can be selected at the same time. The available checklists are then again displayed sorted by date.
When selecting a test object or category, the corresponding sub-components can also be selected via the icon next to it on the right-hand side.
Furthermore, it is possible to filter for Custom Fields. After selecting a custom field you can specify further search options below the selected custom field. This would allow to search for Test Objects with defined custom fields or specific values.
Download PDFs: Similarly, all generated PDF protocols can be downloaded as a ZIP file at the same time. This is possible based on PDF protocol profiles.
Create bookmarks
To be able to reuse filters, they can be saved as bookmarks. This is possible as follows:
Set desired filters
On computer: press [Ctrl] - [D] simultaneously & add to favorites.
iOS: Tab → Save as favorites
Android: Context menu (the three dots) → Favorites.
Alternatively, it is also possible to add the desired page to the home screen. This is possible as follows:
iOs: Tab → To Home Screen
Android: Favorites → Add to home screen
Context menu
Previously created PDF protocols can be downloaded via the context menu (the three dots). For this purpose, the language as well as the PDF protocol profile must be selected. The files are sent by e-mail.