Project

There are two distinct types of Projects: Connected and Standalone.

To create a new project click the New Project button at the top right of your organization's view.

Creating a new project or editing the properties of an existing project requires Administrator or Owner privileges. Also, note that a project's type (connected vs standalone) cannot be changed.

Connected

A Connected project is "connected" to a single Git repository through an integrated service: GitHub, Bitbucket, or GitLab.

Select one of the available repositories and click OK. All currently connected repositories will be grayed out and unselectable. A public repo is represented by an open lock vs a closed lock for private.

• Each project is connected to a single Git repository.
  • Each space under the project maps to a branch in the repository.
  • Spaces are automatically created with each new branch and are hidden when the branch is deleted.

Implementing and running manual tests requires Connected projects. As of this writing, the manual functionallity is available only using GitHub.

Publishing results from automated testing can use Connected and/or Standalone projects.

Settings

Option	Description
Name	Read-only. Derived from the connected repository (<org-name>:<repo-name>)
Description	Read-only. Derived from repository description.
Public	Read-only. Controlled by the access setting for the repository: Public or Private.
Users	A selection of users that have access to the project with their current email notification settings.

Branches

Spaces under the project represent the repository's branches that have associated test results. Only the default branch (i.e. master) will be listed even without having results.

When a new branch in the repository is created a new corresponding space is automatically created too:

• It will be named after the branch name
• Is pre-populated with exemptions and metrics from the most recent result in the space corresponding to the base branch (if such data exists). The prepopulated "base" content is given an auto-generated result name: [<number>]<base-space-name>#<base-result-set-name>

There are also spaces automatically create:

• For each Fork Pull Request to the repository, named after the PR id (e.g. PR-123) and pre-populated with exemptions and metrics from the most recent result in the space corresponding to the PR target branch.
• Single, named :TAGS:, for results representing all Tags in the repository.

Branch Settings

Option	Description
Name	Read-only. Derived from the branch name.
Description	Textual description of the space. The description text supports a subset of Markdown.
Sandbox	Read-only. Branches that are "non" default branches are automatically set as a sandbox.
Health Indicators	Allows you to specify a Publication deadline for results in days. Exceeding the deadline fails the space's health. A value of ''0'' disables the deadline (default).

To edit the settings of an existing project, in the organization's Projects tab, hover your mouse over a row in the listing, on the very left a "hamburger" icon will be shown. If you left-click on the icon, a menu is displayed with options to Edit or Delete.

Configuration

Testspace can be customized to manage "non" default branches as release branches, preventing the sandbox attribute from being enabled. To control that behaviour a .testspace.yml configuration file is required to be placed at the root of your repo, for example:

root
├── README.md
└── .testspace.yml
..

Example .testspace.yml content that specifies any branch with _release name ending as a release branch:

release: # optional one or more branch-wildcard entries
  - *_release

Sandbox

Sandbox spaces provide a fully-functional space that can be used for non-mainline tasks. They are used primarily for staging new tests, and for providing a sandbox when bug fixing or experimentation.

For connected Projects, unless explicitly suppressed via configuration, the sandbox state of a space is automatically set based on the existance of a non-draft Pull Request with the corresponding branch (or fork) set as a base.

Sandbox spaces have the following attributes:

• Email notifications are never sent regardless of the space's settings
• These spaces are not shown in the Organization view
• These spaces are shown only on their parent's Project view
• They are excluded from project Insights

Deletion

A repository deletion does not result in the connected project being deleted. A project can only be deleted manually through its options. Deleted projects may be restored up to thirty days after they are deleted. Refer to the Standalone Project Deletion for restoration policy.

A Space in a connected Project follow the life time of its corresponding branch (or fork-PR) - it is automatically hidden when the branch is deleted (or fork-PR closed). All associated metric data is maintained up to 12 months to provide statistics for the project.

note

The lifetime of individual Results is bound to a separate retention policy.

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Standalone

A Standalone project, as opposed to Connected, provides management of results from any source (i.e. custom build automation). It has no service connection and requires all spaces to be manually created.

Select the STANDALONE button on the bottom left of the new Project dialog.

Settings

Option	Description
Name	Names are not case-sensitive The name must be unique among Projects under the same Organization The name may not contain the following characters / & # ? Tip: Avoid names with spaces. They require quoting if specified on the command line.
Description	Textual description of the project. The description text supports a subset of Markdown.
Public	When checked the project are visible to the public. Otherwise the project is considered private and is only accessible to Users in your organization.
Users	A selection of users that have access to the project with their current email notification settings.

To edit the settings of an existing project, in the organization's Projects tab, hover your mouse over a row in the listing, on the very left a "hamburger" icon will be shown. If you left-click on the icon, a menu is displayed with options to Edit or Delete.

Spaces

Spaces under standalone projects are manually created and can be updated or deleted at any time. They are used to collect and analyze data from any source (i.e. custom build automation). To create a new space, c/lick on the New Space button in the Spaces tab of a project's view.

Space Settings

Option	Description
Name	Name of the space Names are not case-sensitive The name must be unique among spaces under the current project Tip: Avoid names with white-spaces as they require quoting if specified on the command line.
Description	Textual description of the space. The description text supports a subset of Markdown.
Sandbox	When checked the space is categorized as a sandbox and is not listed in the top level organization dashboard. Sandbox spaces do not send email notifications and are excluded from contributing to the parent project's Insights.
Copy settings from another space	On creation only, this allows you to copy settings from an existing "base" space. This includes metrics, badges, and thresholds. The prepopulated "base" content is given an auto-generated result name: [<number>]<base-space-name>#<base-result-set-name>
Health Indicators	Edit Space dialog only. Allows you to specify a Publication deadline for results in days. Exceeding the deadline fails the space's health. A value of 0 disables the deadline (default).

Space Sandbox

Sandbox spaces provide a fully-functional space that can be used for non-mainline tasks. They are used primarily for staging new tests, and for providing a sandbox when bug fixing or experimentation.

Sandbox spaces have the following attributes:

• Email notifications are never sent regardless of the space's settings
• These spaces are not shown in the Organization view
• These spaces are shown only on their parent's Project view
• They are excluded from project Insights

Space Editing

In the Spaces tab in a project's view, if you hover your mouse over a row in the listing, on the very left a "hamburger" icon will be shown. If you left-click on the icon, a menu is displayed with the following options.

Option	Description
Edit	Displays the Space's settings dialog.
Move	Displays a dialog allowing you to move the Space to a different Project.
Delete	Deletes the Space.

Space Deletion

A deleted space can be restored up to thirty days after it has been deleted. When there are one or more restorable spaces there will be shown a special link below the Spaces Listing on contaning project's view.

Clicking on the Recover your deleted spaces link will show a special view which lists the Project's deleted Spaces within the thirty-day window. To restore an individual space in this list, hover your mouse cursor over the right end of the row that lists the space of interest. (Names shown in this list have extra text appended to the original space name to ensure that all names in the list are unique.) A clickable circular arrow icon is shown.

Clicking the icon will restore the space. (The original unmangled space name will be given to the restored space unless another space in the project already has this name, in which case the restored space will be given the mangled name.)

Space Retention Policy

To prevent abuse, the lifetime and count of Spaces in a standalone Project are bound to the following retention policy:

• 3 months to keep (independent of the count)
• 50 minimum to keep (independent of the timestamp)

Independent of the above, all metric data is maintained to provide statistics for the project.

note

The lifetime of individual Results is bound to a separate retention policy.

Deletion

A project can only be deleted manually through its options.

Deleted projects may be restored up to thirty days after they are deleted. When there are one or more restorable projects there will be shown a special link below the Projects Listing on the top organization view.

Deleted projects may be restored up to thirty days after they are deleted.

Clicking on the Recover your deleted projects link will show a special view which lists the Organization's deleted Projects within the thirty-day window. To restore an individual project in this list, hover your mouse cursor over the right end of the row that lists the project of interest. (Names shown in this list have extra text appended to the original project name to ensure that all names in the list are unique.) A clickable circular arrow icon is shown.

Clicking the icon will restore the project. (The original unmangled project name will be given to the restored project unless another project already has this name, in which case the restored project will be given the mangled name.)

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Notes

Notes are a Project-level feature that supports sharing information and status with others on your team. The content you create here is persisted and searchable. Navigating to the Notes tab from any Space will show the Notes Summary view for the parent Project.

Note: A single Notes collection is shared by all Spaces in a Project.

1. Use these tabs to switch to view either active or archived Notes.
2. You can search for Notes containing the text you enter here.
3. Clicking on the star icon here toggles a filter that shows either only starred Notes or all Notes.
4. If a Note has a To-Do list, the number of outstanding (unchecked) To-Do items is shown here.
5. If a Note has been assigned an owner, the owner's name is shown here.
6. Clicking on the star icon toggles the importance of the Note between normal (no star) and important (starred).
7. Note titles are displayed as clickable links, with the Note title comprising the link text.
8. If a Note has one or more files attached, this icon is shown along with the count of file attachments.
9. If a Note has comments attached, this icon is shown along with the count of comments.
10. Clicking this icon will archive the Note, making it appear in archived Notes view.

New Note

There are two ways to create a new Note.

• Directly from the Note summary view
• Implicitly from a specific result set

To create a Note directly click on the New Note button in the upper right of the view.

1. The Note title goes here. This is the text that will comprise the link text in the Notes view.
2. Here you can optionally assign a Note owner. This is useful when the Note has follow-up items (such as to-dos) and you want to make one person responsible for completion. The owner is displayed with the note in the Note view and is automatically subscribed to the Note.
3. These tabs allow you to toggle between input markup text (Markdown format) and the rendered version.
4. Editor toolbar. Hovering over each button will show a tooltip describing its function.
5. Clicking here will display the editable note text in a full-screen mode. This is useful for Notes with lots of text.
6. The note text goes here. The text is written in Markdown format with a custom extension to support to-do check boxes.
7. Click and drag this thumb to resize the text box.
8. Clicking here allows you to attach one or more files of any type to the note. These files will appear in the Note as clickable links.
9. Users selected here will receive an email notification when the note is submitted and when any comments are added to the note in the future. The creator of the Note and the owner (if any) are automatically subscribed.

Note From Results

Often, you want to share information related to a specific result set with other members of your team. For example, there may be some test failures or other anomalies that need to be addressed.

As a convenience, you can create a Note implicitly from a result set. For more deatils see commenting on a space's result.

To-Do List

The Notes editor implements a custom extension to Markdown that's used to create ToDo check boxes.

When creating or editing a Note, you can enter the check box markdown yourself, or use the Editor Toolbar button labeled To-Do to automatically insert the text.

Shown below is the markup text and how it is rendered in the Note.

Markup

Rendered

Check State

Typically, when you create a Note with To-Do items, you create the list with all items open (unchecked). The task owner will then change the state of each item to checked once completed.

When viewing the Note, anyone can toggle the state of a To-Do check box by simply clicking on the check box.

Only the creator of the Note can edit the list.

Archive

Notes can be archived by clicking on the far right icon.

A Note can be restored to the Active tab by selecting the following icon within the Archive sub-tab.