Agile and Test Management changes

[Greg L]

I'm looking for the logic in making the following modifications related to Agile stories and the 'tests' functionality within Test Management 2.0.

User Story Description Field:

For the 'Description' field on stories, I would like to auto-populate the standard user story format each time a story is opened. The format would be on separate lines, as follows

As a [Who wants something?],
I want [What do they want?],
So that [Why do they want it?].

Acceptance Criteria Field:

In the 'Acceptance Criteria' field, I would like to auto-populate the following text on different lines with double spacing. Additionally, I want the text to be bold and underlined.

AC1:

AC2:

AC3:

Test Management 2.0 - Auto-Creation of Tests:

Currently, after submitting a story, the 'Test' related list allows you to manually assign a test that has been previously created via Test Management 2.0. I would like to streamline this process by adding a UI action at the top of the form, labeled 'Create Test.'

This button should automatically open a new test record, and once the test is created and saved, it should be automatically assigned to the story you're working on. It should then appear in the 'Test' related list without requiring manual assignment.

[Kieran Anson]

The short description and acceptance criteria defaults can be done by using an onLoad client script that only runs for new records and uses the applyTemplate function. Example below. You can also apply a template via a URL parameter, but using an onLoad client script means it'll work no matter the entry point.

function onLoad() {

    if (!g_form.isNewRecord())
        return;

    applyTemplate('Name of template here')

}

The requirement to auto-link a test based on a UI action may be a little harder due to the many-to-many nature of how tests are created. You could probably use a URL parameter, or store something in the user session temporarily to understand where the user navigated from.

[valalves]

Not sure if you still need this, but hopefully this helps. If so, feel free to mark this as an accepted answer.

In the story form, click the 3 dots on the top-right, click Toggle Template Bar, and if not templates are available, Create A New One? But first!!! Create a new story, configure the fields exactly like you want the template to be, then click Create A New One... it will automatically populate the fields like you selected as part of the template.

Create New Template:

Configure the relevant fields as applicable, and choose the story fields  that you want to auto-populate in the story.

After you click Submit, the template you created becomes available in the Template Bar:

then, finally, to automate the auto-population each time a story is opened, you could use an OnLoad script, but that would replace any existing content on the Story... you might want to add conditions not to overwrite any existing content.