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Cross-app Features

Within each workspace, Squash allows you to perform general actions on the objects consultation page.

Modifying Object fields

Every Squash object has various attributes that are represented in fields of different types. When you hover on a field's value, a visual indicator shows you that it can be modified either through an underlined value, a pencil icon, or a color frame.

To modify an attribute, click on the field's value, enter a new value, and validate your entry ([Confirm] button or Enter key). For some field types, you can also click out of the field to validate your entry.

Here are the app's different types of fields:

  • simple text: unformatted text on a single line;
  • checkbox;
  • date: allows you to select a date in the calendar or to enter it manually in a (m)m/(d)d/yy format;
  • drop-down menu;
  • numerical field;
  • tag: allows you to enter one or multiple values in tag format, with autocompletion;
  • rich text: formatted text on several lines.

Modifying a tag

Rich text fields

Rich text fields can contain several lines of text. They allow you to format your text, insert tables, images, or links.

The formatting is kept during exports. However, for the files to be correctly generated, you must follow some rules when inserting elements in rich text fields.

Inserting a Table

To insert a table in a rich text field:

  1. Click on the [Table] icon in the rich text field's toolbar Table
  2. Enter the table's properties: number of lines and columns, advanced properties;
  3. Click on [OK].

Add table

The table is inserted and ready to be filled in.

To insert a link in a rich text field:

  1. Select the string of characters on which the link will be inserted;
  2. Click on the [Link] button link
  3. Enter the link and its properties: type, opening mode, tooltip, advanced properties;
  4. Click on [OK].


Now you can access the link just by clicking on it.

Inserting an image

To insert an image in a rich text field in edition mode:

  • Copy and paste the image using the usual keyboard shortcut


  • Click on the icon [Image] Image:
    • access the Image Info tab to enter information (URL, alternative text, dimensions, alignment and caption)
    • or on the Upload tab to select the image you wish to insert, then click on [Send it to the Server].

Upload an image

In both cases, the image is automatically added as an attachment to the entity, available from the Attachment icon and previewable:

Attachments panel


To add an image locally stored in the user's computer, you can now copy paste it directly in a rich text field.

Tables Operating

Links between items (Requirements-Requirements, Requirements-Test cases, Execution plan-Test case) are formalized in tables. If the user has the authorization, they can:

  • add an association via the button Add;
  • search for one or multiple objects and link them via the button Magnifying glass;
  • delete an association via the button Delete association available at the end of each row;
  • delete multiple selected associations via the button Delete associations available on top of the table;
  • view the position in the repository of the linked object by hovering the Project column;
  • access level 2 of an object page by clicking on a link on the object's name.

The tables are sorted by default. You can modify the sorting by clicking on the column's heading. The arrow pointing up indicates an alphabetical or chronological sorting, and the arrow pointing down a reverse sorting.

Association table


For some tables, it is possible to:

  • apply filters, for example on execution plans, by clicking on the icon [Filter] Filter of the columns
  • manually resize the columns, in particular for execution plans and search results. The resizable columns can be identified by a pipe
  • export their content in a csv file by clicking on Export. Known issues, users and projects can be exported. It is possible to export all the displayed rows or the selected rows.

Linking/Unlinking Objects

Squash allows you to link objects: two requirements, a requirement to a test case, or a test case to an execution plan. There are three ways to link objects:

Linking two Requirements using the Requirements Workspace library

On a requirement's consultation page, you can, via a drag and drop, link a library requirement to the requirement you are viewing. These requirements then appear in their respective Linked Requirements columns.

Link from the library

Linking two Objects using the Linking Library

On the consultation page of a requirement, test case, or execution plan, you can access the linking library by clicking on the table's button Add You can link the two objects via a drag and drop from the linking library to the consulted object. The links then appear in their matching column.

Linking two Objects using the Search Function

From a linking table (Test case verifying this requirement, Requirements verified by this test case, or Execution plan), the button Search allows you to search for objects: all or some of the results can be linked via the buttons Link selection and Link all.

Link search results


In an Execution plan, it is possible to access the direct search function and the test case search function via their requirements. The search feature is based on the requirements criteria. The results it shows are the test cases linked to requirements that match the chosen criteria.

Unlinking Objects

In Squash's different tables, you can delete a link via the button Delete associations available at the end of each line for a simple unlinking or via the button Delete associations available on the top of the table for a multiple unlinking (using a multiple selection).

Adding/Deleting an Attachment

Adding and Download an Attachment

On the consultation page of an object (folder, requirements, test cases, test steps, campaign, iteration, or suite), you can add attachments via the icon Attachment. Then, drag and drop your attachment in the dedicated box from your local files.

Add an attachment

This section allows you to consult the attachments information (name, size, and date added), preview them and download them.


By default, accepted files types are: txt, doc, xls, ppt, docx, xlsx, pptx, odt, ods, odp, pdf. This list can be modified by an Admin to add or delete extensions. By default, the maximum size for an attachment is 400000 bytes. This size can also be modified by an Admin.

Deleting an Attachment

In the attachments section, you can delete attachments via the button Bin available at the end of each line.

Searching for an Object

By clicking on the button Search available on the top of Requirements, Test cases, and Campaigns libraries, you can open a search page that is unique to each workspace. By default, the search perimeter is the one of the project filter.

The section on the left of the results page allows you to define a search perimeter and to add search criteria that are specific to the workspace's objects.


In the perimeter criteria's Project tab, you can select the projects you want to include or exclude from the perimeter.

Search for an object - Project scope

The Custom tab allows you to select one or multiple directories to define the search perimeter.

Search for an object - Customised perimeter


You can add search criteria simply by selecting the attributes available for the workspace item by clicking on the button [Add a criterion]. The results list automatically updates itself when you select a criterion.

Search for an object - Add a criterion

Clicking on the button [New search] reinitiates the search criteria.

Modifying attributes

Through a simple or multiple selection, you can mass modify some attributes by clicking on the button Modify attributes:

  • a requirement version's status, criticality, or category;
  • a test case's importance, status, type, nature, eligibility for automation, automated test technology and URL of the source code repository;
  • the execution status of a test linked to an iteration plan.

Search for an object - Mass modify


You can, via this feature, apply the "Approved" status to a requirement version from any other status.

Columns configuration


Configuring columns in search results is available with the Squash Premium license and the Squash TM Premium plugin.

Use the columns button Columns configuration, to select the columns to be displayed in search results. Column configuration is saved for each user.

Find an object - Column configuration

In the Community version, the icon Show/Hide Columns allows to show or hide some columns predefined by Squash, in requirement or test case search results.

It is also possible to resize certain columns, and this resizing is persisted.


By clicking on the button Export, you can export all or some of the results. There are several options:

  • the Current fields XLS format: allows you to recover the data from requirements or test cases by exporting it to an Excel spreadsheet with only the information displayed in the search results;
  • the All fields XLS format allows you:
    • to recover the entirety of requirements or case tests data by exporting it to an Excel spreadsheet;
    • to keep rich text format: "rich text" fields are exported with their HTML tags so that they can keep their formatting during a future import. Not keeping this format allows you to facilitate the reading of fields during the export;
    • to include or not include called tests (only for the Test cases workspace).

Search for an object - export results

Learn more

The results of the Campaigns workspace cannot be exported. However, it is possible to add selected results to the execution plan of an iteration.

Printing an Object

It is possible to display the content of a requirement or a test case on a HTML page to print it.
To do so, on a requirement and a test case consultation page, a Print option is available when hovering the button Plus. This option displays all the information about the requirement or the test case on a HTML page to print it or to have an overview of it.