Copado Test Automation Tool Configuration

Overview #

The latest Quality Clouds Copado Integration version enables Quality Clouds to be configured as a native Copado Test Automation Tool.

This version allows organizations to incorporate Quality Clouds Quality Gates directly into their Copado deployment pipeline and define at which stage the validation should be executed.

Quality Gates results can then be used as part of the deployment governance process, helping teams prevent promotions that do not meet their quality standards.

Related Documentation

Before configuring Quality Clouds as a Test Automation Tool, we recommend reviewing Copado’s Quality Integration Framework:

🔗 Introduction to Quality Integration Framework

Prerequisites #

Before starting, ensure that: 

  • The Copado managed package is installed.
  • The Quality Clouds Copado Integration package is installed. (from version 5.0)
  • You have System Administrator permissions.

Configuration Steps #

Step 1: Install Extension Records #
  1. Open App Launcher.
  2. Navigate to Copado Extensions.
  3. Select the Install Extension tab.
  4. Choose QualityCloudsToolBundle.
  5. Click Install.

Copado will automatically read the JSON configuration from the static resource and create the required Function and Job Template records.

Step 2: Create the Test Tool Record #

You can either deploy the provided metadata record:

copado__TestTool.Quality_Clouds.md-meta.xml

Or create the record manually:

  1. Go to Setup.
  2. Navigate to Custom Metadata Types.
  3. Open Test Tool.
  4. Click Manage Test Tools.
  5. Click New.
  6. Complete the fields below:
FieldValue
LabelQuality Clouds
Test Tool NameQuality_Clouds
Test TypeCode Analysis
Job TemplateQuality_Clouds_Quality_Gates_Check_1
Automate Test ReadinessTrue
  1. Click Save.

Step 3: Add Picklist Values #

Add the Test Tool Picklist Value

  1. Go to Setup.
  2. Navigate to Picklist Value Sets.
  3. Open Global Value Sets.
  4. Select Copado Test Tool.
  5. Click New.
  6. Add: Quality Clouds

Add the Extension Tool Picklist Value

  1. Go to Setup.
  2. Navigate to Object Manager.
  3. Open Extension Configuration.
  4. Select Fields & Relationships.
  5. Open Extension Tool.
  6. Click New.
  7. Add: Quality Clouds
Step 4: Create the Quality Gate Test Form Record #

You can deploy the provided metadata record:

copado__Quality_Gate_Test_From.QualityClouds.md-meta.xml

Or create it manually:

  1. Go to Setup.
  2. Navigate to Custom Metadata Types.
  3. Open Quality Gate Test Form.
  4. Click Manage Records.
  5. Click New.
  6. Complete the following fields:
FieldValue
LabelQuality Clouds
Quality Gate Test Form NameQualityClouds
Default ValueUser Story
Is VisibleTrue
Edit ModeRead-Only
Available OptionsUser Story
Info MessageUser Story: Quality Clouds scan for user story
  1. Click Save.

Step 5: Create the Quality Gate Action Record #

You can deploy the provided metadata record:

copado__Quality_Gate_Action.AfterCommitQualityClouds.md-meta.xml

Or create it manually:

  1. Go to Setup.
  2. Navigate to Custom Metadata Types.
  3. Open Quality Gate Action.
  4. Click Manage Records.
  5. Click New.
  6. Complete the following fields:
FieldValue
LabelAfterCommitQualityClouds
Quality Gate Action NameAfterCommitQualityClouds
Test ToolQuality Clouds
ActionCommit
SequenceAfter
Tool Sequence StatusBlock
Is DefaultTrue
Select Environment MessageSelect the environments where changes will be implemented
Environment Info MessageCopado will create quality gates based on your selection. They will share the same configuration, but you will be able to edit each of them individually.
DetailsIf it fails, any promotion containing this commit will be blocked
Info MessageThe quality gate will be executed in the selected environments
  1. Click Save.

Step 6: Create the Extension Configuration #
  1. Open App Launcher.
  2. Navigate to Extension Configurations.
  3. Click New.
  4. Complete the following:
FieldValue
Extension ToolQuality Clouds
Copado PhaseTest
  1. Click Activate.

Step 7: Configure the Quality Gate #
  1. Open App Launcher.
  2. Navigate to Quality Gate Rules.
  3. Click New.
  4. Complete the configuration:
    1. Select the desired pipeline.
    2. Set Tool to Quality Clouds.
    3. Select the environments where the Quality Gate should run.
    4. In Extension Configuration, select the configuration created in Step 6.
  1. Click Save.

The Quality Gate will now be executed as part of the selected Copado pipeline stage.

Step 8: Disable Quality Clouds Triggers for Validation #

To avoid validation conflicts during testing:

  1. Go to Setup.
  2. Navigate to Custom Metadata Types.
  3. Open Apex Trigger Config.
  4. Click Manage Records.
  5. Edit each record.
  6. Clear the Trigger Activated checkbox.
  7. Save your changes.

Result #

Once configured, Quality Clouds will operate as a native Copado Test Automation Tool. Quality Gates can be executed automatically during the deployment process, and failed validations can be used to block promotions, helping teams enforce quality standards throughout the DevOps lifecycle.

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