PDF protocol

Table of Contents

PDF protocol profiles

Under "Administration" and "PDF protocol profiles" checklist and issue protocol profiles can be viewed, edited and added. The PDF protocol profiles contain various options. This makes it possible to define exactly what should be displayed in the protocol and to personalize the content.

Create PDF protocol profiles

New PDF protocols can be created via the orange plus icon. When adding, a meaningful title has to be defined and a type has to be selected.

Depending on the selected type, either a checklist protocol profile or an issue protocol profile is created:

Checklist protocols

  • Checklist protocol default (former: Default checklist protocol V2)The standard checklist protocol has a new design and many new setting options.

  • Checklist protocol compact (former: Compact checklist protocol V2)

    • The compact checklist protocol is a compact version of the checklist protocol with the same setting options.

Issue protocol

  • Issue protocol (former V2)

    • The issue protocol has a large number of setting options for flexible configuration.

*Former protocols

These protocols (classic, V1) are disabled by default for new creation, but can be enabled upon request through the Customer Success Team.

  • Default checklist protocol - classic (Default V1)

    • The standard checklist protocol in classic design contains general default settings by default. Formerly: Standard PDF protocol

  • Compact checklist protocol - classic (Default compact V1)

    • The compact checklist protocol is a compact version of the standard checklist protocol in a classic design. Formerly: Standard (compact) PDF protocol

  • Issue protocol (Standard Issue Report V1)

    • The issue protocol is a general protocol for issues in the new design.

Checklist Protocol Profiles

Depending on the type, different setting options are displayed, which can be adjusted as required.
Table explanation: If "Yes", the setting is activated by default, if "No", it is deactivated by default. If a field in the table is empty, this setting option is not possible in the profile.

 

Default checklist protocol

Compact checklist protocol

Default checklist protocol - classic *

Compact checklist protocol - classic *

Document timezone

to select

to select

to select

to select

Show user stamps

Yes

Yes

Yes

Yes

Show check-related timestamps

Yes

Yes

Yes

Yes

Show history

Yes

Yes

Yes

Yes

Show comments for test cases incl. photos*

Yes*

Yes*

No

No

Show attachments of checklist, pages, sections or test cases**

Yes**

Yes**

No

No

Show custom fields of test objects at standard PDF-protocol

No

No

No

No

Show checklist page titles

Yes

Yes

Yes

Yes

Show checklist section titles

Yes

Yes

Yes

Yes

Number and display checks in table of contents

Yes

 

Yes

 

Show company details on first page

No

No

 

 

Show checklist attachments**

Yes

Yes

 

 

Show page attachments**

Yes

Yes

 

 

Show section attachments**

Yes

Yes

 

 

Show check attachments**

Yes

Yes

 

 

Number pages, sections and checks

No

No

 

 

Show Testify internal URLs

Yes

Yes

 

 

Show images of photo and file checks

Yes

Yes

 

 

Show test equipment

No

No

 

 

Show checklist revision

Yes

 

 

 

Show check history

No

No

 

 

Show checklist score

No

No

 

 

  • Show score at every check

No

No

 

 

Show issues at check

No

No

 

 

  • Display pictures of issues

No

No

 

 

  • Display custom fields of issues

No

No

 

 

  • Display history of issues

No

No

 

 

  • Display Resolve duration of issues

No

No

 

 

Show issue summary

No

No

 

 

  • Display pictures of issues

No

No

 

 

  • Display custom fields of issues

No

No

 

 

  • Display history of issues

No

No

 

 

  • Display Resolve duration of issues

No

No

 

 

  • Show comments for test cases incl. photos

No

No

 

 

*For the standard checklist protocol as well as for the compact checklist protocol, you can additionally define whether comments incl. photos as well as issues, and an issue summary and a configurable text should be displayed on the title page, and a header and footer can be added.

Via "Add background image" images in jpg and png format (preferably in A4 format 3508 x 2480 px) can be uploaded to get a custom background image in the PDF protocol. Here it is possible to upload a custom image for the first page and the remaining pages of the protocol to become even more flexible in the design. This feature is available for the Standard Checklist Protocol as well as the Compact Checklist Protocol.

Example Background Image:

All checklist protocol profiles can be restricted to test object types or checklist templates. If no restrictions are defined, the profile is available globally.

Issue Protocol Profiles

Depending on the type, different setting options are displayed, which can be adjusted as required.
Table explanation: If "Yes", the setting is activated by default, if "No", it is deactivated by default. If a field in the table is empty, this setting option is not possible in the profile.

 

Issue protocol

Issue protocol - classic *

 

Issue protocol

Issue protocol - classic *

Document timezone

to select

to select

Show user stamps

Yes

Yes

Show history

No

No

Show custom fields in issue protocols

No

No

Show issue number in issue protocols

Yes

No

Show resolve duration in issue protocols

No

 

In the case of the issue protocol, a header and footer can also be added.

Via "Add background image" images in jpg and png format (3508 x 2480 px) can be uploaded to get a custom background image in the PDF protocol. Here it is possible to upload a custom image for the first page and the remaining pages of the protocol to become even more flexible in the design.

An issue protocol, profile can be restricted to test object types or checklist templates. If no restrictions are defined, the profile is available globally.

View and edit PDF protocols

After creation, the profile appears in the overview (checklist protocol profiles or issue protocol profiles). By selecting it, the profile is displayed and by clicking on the context menu (the three dots), editing is possible.

After executing a checklist and creating an issue, the https://testify.atlassian.net/wiki/spaces/TWN/pages/1577287695 appears as usual. The PDF protocols that have now been created can now be opened:

 

Example Default checklist protocol

First page and overview to the completed checklist:

Checklist history at the beginning of the protocol:

Table of contents with overview of all checks:

 

Display of successful, failed and open checks:

Show issues at check & Show issue summary (Example Compact checklist protocol)

If it was previously set at the selected checklist protocol profile that issues should be displayed, this is visible in the protocoland the issue added in the course of the checklist is displayed:

If the selected checklist protocolprofile was previously set to display the issue summary, an overview of all issues will be displayed at the end of the protocol:

PDF-Protokoll einer Checklistenvorlage hinzufügen

In den https://testify.atlassian.net/wiki/spaces/TB/pages/1768817228 unter Allgemein ist es möglich bestimmte PDF-Protokoll-Profile einer Checklistenvorlage hinzuzufügen. Zur Ansicht der visuellen Darstellung kann eine unausgefüllte Druckvorschau angezeigt werden:

Add PDF protocol to a checklist template

In the https://testify.atlassian.net/wiki/spaces/TWN/pages/1538752592 under General it is possible to add specific PDF protocol profiles to a checklist template. An empty print preview can be displayed to view the visual representation: