Integration

The Integration menu is used to configure daily summary reports for test cases and suites, including recipients and message content.

The module consists of three tabs:

• Integrations
• Events
• Templates

Integrations Tab

Used to add and manage integrations (e.g., email integration).

• Add Integration
  Displays available integration types that can be added.

• My Integrations
  Lists configured integrations.
  The Active/Passive toggle is used to enable or disable integrations.

Add Integration

To add a new integration:

1. Click the + icon next to the desired integration type.
2. Select an Event.
3. Choose a Template from the dropdown.
4. Fill in required fields.
5. Click Test Connection to verify.
6. Click + Add Integration.

Events Tab

Events define the triggers for integrations and are built into the system.

• Each event represents a specific system action.
• Editing existing events is possible but not recommended.

Actions

• Add Event Data
  Adds additional event data.

• Existing event data:

  • Can be edited or deleted (not recommended)
  • Includes a Copy Key option for reuse

Templates Tab

Templates define the message content sent via integrations.

• Each event is associated with a template.
• When triggered, the event data is embedded into the template and delivered via the configured integration.

Example

TDM Daily Execution Report - Sent daily after midnight - Includes statistics from the previous day - May include attachments (e.g., reports)

To change delivery time, contact support.

Create a Template

Clone Existing Template

1. Click the Clone button in the Actions column.
2. Modify template properties if needed.
3. Click + Add Template.

Create from Scratch

1. Click + Add.

2. Enter:

   • Template Name
   • Integration Type
   • Event Type
   • Template Content

3. Click + Add Template.

Integration Authorization

Role	Permissions
Admin	All operations
Test Manager	No access
Tester	No access