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Edit or Delete test cases

Edit or delete test cases based on the project priorities and requirements

To edit a test case:

  1. Click the pencil icon next to the test case or select Edit Test Case from the menu (three dots). Selecting edit options for a test case
  2. Update details such as
    • State, Owner, Priority, Type of Test Case, Automation Status, Tags, Attachments,
    • Connect a Jira ticket in Jira Issues or Azure Work Item in Azure.

    Editing and updating details of a test case

  3. Click Update to submit all the changes.

The test case is now updated with the new information.

Bulk edit

Bulk editing allows you to update multiple test cases simultaneously, significantly improving productivity by reducing manual updates. You can easily manage and modify the attributes of several test cases in a single action.

Perform the following steps to bulk edit your existing test cases.

  1. Select the test case you want to edit:
    • Select individual test cases: Click the checkbox next to each test case.
    • Select multiple test cases across pages: Navigate through different pages within the folder and continue selecting test cases by clicking their checkboxes. Your selections are preserved as you move between pages, allowing you to select more than 30 test cases without selecting all test cases in the folder.
    • Select all test cases in a folder: Click the checkbox at the top of the list to select all test cases displayed on the current page. Then, click the prompt Select all XXX test cases in this folder to select all test cases within the folder across all pages.
      • Deselect specific test cases: After selecting all test cases in the folder, you can deselect individual test cases by unchecking their checkboxes. This allows you to exclude specific test cases from your bulk action.

    You can filter test cases based on specific criteria before performing bulk actions. Once the filtered results appear, select the test cases using the selection methods described above.

  2. Click the Edit button to edit test cases details.
  3. In the Bulk Edit Test Cases slide-over panel, specify your changes for each field. The available options depend on the type of the field:
    • Keep value as is (default): No change to that field.
    • Append new values (multi-select only): New entries will be added alongside existing ones.
    • Replace existing values: All current values will be overwritten.
    • Remove selected values (multi-select only): Specific existing entries will be removed.

    Select the new value from the new selector dropdown field

    For an in-depth walkthrough, learn more about these field types and actions.

  4. After selecting Append, Replace, or Remove, a second selector appears beneath the dropdown, labeled according to the action. Use it to pick or enter the values you want to apply.
  5. Click Review and Update to preview your changes.
  6. Click Update All to apply the changes.

    Click update all to apply the changes

The test cases are now updated with the new information.

  • The bulk edit capability applies to selections across a single page or multiple pages.
  • Review your selections before applying bulk updates, as these actions cannot be undone.

Field types and actions

The following table gives an overview of each field type and the actions you can apply when bulk editing.

Field type Actions available
Multi-select (Tags, Requirements, custom) * Keep values as is (default)
* Append new values: Add new values without removing existing ones.
* Replace existing values: Overwrite existing values with new ones.
* Remove selected values: Delete specific values from selected test cases.
Single-select (Automation Status, Priority, State, Owner, Type, custom) * Keep values as is (default)
* Replace existing values: Overwrite existing values with new ones.
* For custom fields, you can also mark them as empty when needed.
Boolean, User, Reviewer (custom) * Keep values as is (default)
* Replace existing values: Overwrite existing values with new ones.
Text Area, String, URL (including Precondition) * Keep values as is (default)
* Replace existing values: Overwrite existing values with new ones.
Date (custom) * Keep values as is (default)
* Replace existing values: Overwrite existing values with new ones. (select new date)

Search test cases

You can search for test cases using specific keywords by typing them into the search bar.

Search test cases with a keyword in search bar

Delete a test case

To delete a test case:

  1. Select Delete in the kebab menu appearing in the test case detail view. Selecting delete option
  2. Click Delete Test Case in the pop-up to confirm delete. The Test case delete confirmation pop-up highlighting the Delete button

Bulk delete

Perform the following steps to bulk delete your existing test cases.

  1. Select the test case you want to delete:
    • Select individual test cases: Click the checkbox next to each test case.
    • Select multiple test cases across pages: Navigate through different pages within the folder and continue selecting test cases by clicking their checkboxes. Your selections are preserved as you move between pages, allowing you to select more than 30 test cases without selecting all test cases in the folder.
    • Select all test cases in a folder: Click the checkbox at the top of the list to select all test cases displayed on the current page. Then, click the prompt Select all XXX test cases in this folder to select all test cases within the folder across all pages.
      • Deselect specific test cases: After selecting all test cases in the folder, you can deselect individual test cases by unchecking their checkboxes. This allows you to exclude specific test cases from your bulk action. The Test case delete confirmation pop-up highlighting the Delete button

    You can filter test cases based on specific criteria before performing bulk actions. Once the filtered results appear, select the test cases using the selection methods described above.

  2. Click Delete to delete the selected test cases.
  3. Click Delete to confirm the deletion of test cases. Bulk delete confirmation

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.

    Select edit options for a test case

  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.

Test case details view

When you click a test case TITLE or ID, a window slides over on the right side. The window has the test case details. To edit the test case, click Edit. To delete it, select Delete from the kebab menu.

Test case details view

Results and Issues tabs

You can see Results and Issues tabs in the bottom of the TEST CASE DETAILS section.

  • The Results tab shows the Status of each test run. Results tab in the test case detail view

  • The Issues tab shows the JIRA issue associated with each test run. Issues tab in the test case detail view

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