Shared Steps in Test Cases

Discover how to create and share shared steps in Test Cases while working in Test Management.

Test Management provides a feature called Shared Steps, which enables you to create a shared step for repetitive test steps and share it with multiple test cases that use a steps template. This helps you to manage test cases efficiently in the following ways:

• Reduced redundancy: Eliminate duplicate steps across cases.
• Centralized updates: Edit shared steps instead of updating each test case individually.
• Improved efficiency: Save time and effort on repetitive testing.

You can create shared steps as follows:

• From the test case list view.
• From create/edit test case form.

Create shared steps from the test case list view

Follow these steps to create shared steps from the test case list view.

1. Navigate to the test case list view in the desired project.

2. Click Shared Steps icon.

   

3. Click Create Shared Step.

   

4. Enter the Title along with relevant Steps and Results.

   

5. Click Create.

A notification appears, informing that the Shared Step was successfully created, and the new shared step becomes available in the shared step list view.

Create shared steps from the test case form

Follow these steps to create shared steps from an existing test case or in a new test case form.

1. Navigate to the test case list view, and follow these steps to create new test case or edit a test case.

2. Enter the required new steps in the form and click Create Shared Step.

   

3. Click Create in the create shared step window.

A notification appears, informing that the Shared Step was successfully created. The new shared step is also added to the test case form.

Add shared steps to a test case

You can add shared steps from the available shared steps to an existing or new test case using the steps template. Follow these steps to create shared steps.

1. In the test case form, locate and click Add Shared Step.

2. Click the title with the required shared steps from the list of shared steps.

   

The shared steps are added to your test case. You can add more steps or click update/create in the form per the test case requirements.

Unlink shared steps from the test case

If you have linked a shared step to a test case, you can unlink the shared step. To unlink, navigate to the test case and click the Unlink Shared Step icon.

Drag and drop test steps and shared steps

The drag-and-drop feature allows you to easily reorder test steps and shared steps when you create or edit a test case using a steps template. This helps maintain an organized, logical sequence of test execution steps.

Follow these steps to reorder test steps or shared steps:

1. Navigate to the test case you want to edit, and click it.

   

2. Each test step and shared step has a drag handle located next to the step number. To drag a step:
   • Click and hold the drag handle next to the step number.
   • Drag the step to the desired position. A visual indicator will guide you.

   

3. Release the mouse button to finalize the new position of the step.

By following these steps, you can effectively reorder your test steps and shared steps in any test case using a steps template, improving the flow and organization of your test scenarios.