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Desktop Explorer Templates

Overview

qTest Desktop Explorer allows you to use, build, and edit submission templates. These templates provide a framework for Desktop Explorer to read and create exportable documents that contain important submission information. These documents can then be shared with members of your testing team and even others who may not have access to the qTest Platform. In this article, we are going to walk through how to manage your template settings and then export your submission data to your machine.

Manage Template Settings

The template settings are housed within the Desktop Explorer "Submission Option" settings. To access these settings, follow these steps:

  1. Run your Desktop Explorer session.
  2. Once done, stop your session.
  3. In the confirmation dialog, select Edit Session. 
  4. Select the settings icon. 
  5. In the "Settings" menu, select the Submission Option tab.

Here, you will see the following:

  • Defect Templates
  • Session Templates
  • Test Session Templates

submission_options.png

With qTest Desktop Explorer, you have been given a built-in template for each. These templates come pre-loaded with certain textual markers. Desktop Explorer can read these markers and then replace them with the markers' corresponding sessions data.

  • For example, there is a marker "@title" this marker would be read by Desktop Explorer and then automatically replaced with your Session Title.

You can edit the following template settings:

  • Attachment Format: Here, you can choose whether you want your template to be exported as a Word document, a PDF, or a JPEG image.
  • Report Template: Here, you choose whether you want to use the Built-in template, or, a custom template (more on this later).
  • Image Quality: Here, you can set the image quality as either high, medium, or low.

Using Custom Templates

As well as using the built-in templates, you can also create custom templates. You can do this either by editing the existing built-in template or, by creating your own.

IMPORTANT: qTest Desktop Explorer is formatted so as to only be able to read certain pre-defined markers. These markers are used in the built-in template. So, if using a custom template, make sure to only use those pre-defined markers.

To edit an existing template, you would follow the file path and then make whatever edits to that template that you might want. One common use case is that of adding a company logo. If distributing your soon-to-be exported Sessions data, you might want to include a company logo. So, you would open the template on your computer, add the logo, and then either save the template in the same location OR, save the template in a new location.

If you decide to save the custom template in a new location, you would select the Add new hyperlink in the "Submission Option" settings, and then enter in that template's name and path.
new_template.png

If you wanted to create a new template from scratch, you would do so with the system pre-defined markers, save the template to your machine, and then enter in that file's path.

Save and Export Your Data Within a Template

Once you have defined your Template Settings, you are ready to save your data and export it. To do so, follow these steps:

  1. Select the Save as icon.
    Save_as.png
  2. The "Save Options" dialog displays. To use your template, you will need to select either PDF, Word, or JPEG as your file format. 
  3. Select your Report Type.
  4. Select the Report Template, either Built-in or a custom template.
  5. Select the screens that you want to show.
  6. Give the saved file a meaningful name.
  7. Enter a meaningful description.
  8. Select your image quality
  9. Save the file to your machine.

Now that your template is saved to your machine, you can freely share your Sessions data with your team.

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