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Add Session

This explains the process for adding a new test session using the Add Session dialog.

New sessions are typically added by clicking the 'Add Session' (+) button on the main Sessions page, either in the header or within a specific milestone group.

Dialog Layout​

The dialog uses a two-column layout:

  • Left Column: Contains the primary descriptive fields for the session (Name, Description, Configuration, Milestone, Mission).
  • Right Column: Contains workflow and metadata fields (Template, State, Assigned To, Estimate, Tags, Attachments).

Fields​

Left Column:

  • Name (Required): A unique name for the session.
  • Description: A rich-text editor for adding details or context about the session's purpose or observations.
  • Configuration: Dropdown to select a relevant project Configuration (or "None").
  • Milestone: Dropdown to link the session to a project Milestone (or "None"). If opened from a milestone group, this defaults to that milestone.
  • Mission: A rich-text editor to define the goals, charter, or specific areas to explore during the session.

Right Column:

  • Template (Required): Dropdown to select the Session Template that defines the structure for recording results during the session.
  • State (Required): Dropdown to set the initial Workflow State for the session (e.g., "To Do", "In Progress"). Defaults to the workflow's default starting state.
  • Assigned To: Dropdown to assign the session to a specific user in the project (or "None").
  • Estimate: Optional field to estimate the time required for the session (e.g., "1h 30m", "2d").
  • Tags: Allows selecting and assigning existing Tags.
  • Attachments: Area to upload files relevant to the session definition (e.g., setup guides, relevant specifications).

Actions​

  • Cancel: Closes the dialog without creating the session.
  • Submit: Validates the fields, creates the new session, and creates its initial version (Version 1).