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 procotol profile is created:

Default checklist protocol - classic

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

Compact checklist protocol - classic

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

Issue report - classic

The issue report in classic design contains general default settings by default. Formerly: Standard PDF protocol.

Default checklist protocol

The standard checklist protocol has a new design and many new setting options.

Compact checklist protocol

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

Issue protocol

The issue protocol is a general protocol for issues with a 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 - classic

Compact checklist protocol - classic

Default checklist protocol

Compact checklist protocol

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*

No

No

Yes*

Yes*

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

No

No

Yes**

Yes**

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 checklist score

 

 

No

No

  • Show score at every check

 

 

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 report - classic

Issue protocol

 

Issue report - classic

Issue protocol

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

No

Yes

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: