Folders

Overview

Folders in Test Orchestration provide a way to organize your workflows and projects into logical groups. This helps teams manage large numbers of workflows, improves discoverability, and makes navigation easier.


Why Use Folders?

Group related workflows together by feature, sprint, test type, or team for better structure and management.


Creating a Folder

Step-by-Step

  1. Navigate to Projects: Open your project in Test Orchestration

  2. Click "New Folder" button

  3. Enter Folder Name: Give your folder a descriptive name

  4. Choose Parent Folder (optional): Nest folders within other folders

  5. Click Create: Your folder is ready to use

Naming Best Practices

circle-info

Use clear, descriptive names that reflect the folder's purpose:

  • E-Commerce-Checkout

  • API-Integration-Tests

  • Sprint-23-Tests

  • Mobile-Regression

  • Test1, Workflow, Temp


Organizing Workflows in Folders

Moving Workflows

  1. Select the workflow you want to move

  2. Click "Move" or use drag-and-drop

  3. Choose destination folder

  4. Confirm: Workflow is moved to the new folder

Copy Workflows Between Folders

  1. Right-click workflow → Select "Copy"

  2. Navigate to destination folder

  3. Paste: Creates a copy with "Copy of" prefix


Folder Structure Examples

Example 1: By Test Type

Example 2: By Team

Example 3: By Application Area


Managing Folders

Rename a Folder

  1. Right-click folder → Select "Rename"

  2. Enter new name

  3. Press Enter or click outside to save

Delete a Folder

circle-exclamation

Folder Permissions

Setting Access Controls

  1. Right-click folder → Select "Settings" or "Permissions"

  2. Choose who can access:

    • Private (only you)

    • Team (specific team members)

    • Public (everyone in organization)

  3. Set permission level:

    • View only

    • Edit

    • Admin

  4. Save settings

Permission Inheritance

circle-info

Note: Folder permissions apply to all workflows inside that folder. Workflows inherit folder-level permissions unless overridden individually.


Best Practices

✅ Do

  • Use consistent naming conventions across your folder structure

  • Create a clear hierarchy that matches your organizational structure

  • Keep folder depth to 3-4 levels maximum for easy navigation

  • Review and archive completed test folders periodically

  • Document the purpose of folders with descriptions

❌ Don't

  • Create too many nested folder levels (avoid deep hierarchies)

  • Use vague folder names like "Temp" or "Test"

  • Mix different naming conventions in the same project

  • Leave unused folders cluttering the workspace

  • Store unrelated workflows in the same folder


Searching and Filtering

Finding Workflows in Folders

  1. Use the Search bar at the top

  2. Filter by folder: Click folder name to view only its contents

  3. Use breadcrumb navigation: Click folder path to navigate

Quick Navigation

  • Expand/Collapse: Click arrow next to folder name

  • Favorites: Star important folders for quick access

  • Recent: View recently accessed workflows


Collaboration with Folders

Team Workflows

  1. Create Team Folder: Organize workflows for your team

  2. Set Permissions: Allow team members to view/edit

  3. Add Description: Document folder's purpose for team

  4. Use Comments: Leave notes on workflows for teammates

Example Workflow


Troubleshooting

Issue: Can't see all workflows in folder

Solution:

  • Check if you have view permissions for the folder

  • Verify the workflows haven't been moved to another folder

  • Use search to find the workflow

Issue: Folder is taking too long to load

Solution:

  • Too many workflows in one folder may slow performance

  • Consider splitting workflows into separate folders

  • Contact support if performance issues persist


Last updated