Shared steps in test cases

Discover how to create and manage the 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.

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 tab.

   

3. Click Create Shared Step.

4. Enter the Title along with the relevant Tags, 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.

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.

Update a shared step

To update a shared step, follow these steps:

1. Click the menu icon (three dots) on the right of the shared step you want to modify.

   

2. Click Edit.

3. Make the necessary changes to the shared step.

   

4. Select the checkbox and click Update.

   

The shared step is updated and appears in the shared steps list view.

Copy shared steps to another project

This guide explains how to use the copy shared steps feature to duplicate shared steps from one project to another within your Test Management workspace. This is useful for migrating test assets, setting up new projects with a standard set of steps, or automating your testing workflows.

To copy one or more shared steps to a different project:

1. Navigate to the shared steps tab on the test cases dashboard.

   

2. Select the shared steps you want to copy.

3. Click the Copy to Project button that appears in the toolbar. The Copy Shared Steps dialog box appears.

   

4. From the Target Project dropdown, select the project to copy the steps to.

   

5. Click the Copy Shared Step button.

You have successfully initiated a job to copy the selected shared steps, including their titles, content, and tags, to another project. This operation runs in the background, so you can keep working without interruption. You will get a confirmation notification once it is complete. If a shared step with the same title already exists in the destination project, the copied step will be renamed with a numerical suffix (e.g., Login (1)) to prevent duplicates.

Clone a shared step

You can quickly duplicate any existing Shared Step in your repository. Cloning creates an independent copy, allowing you to create variations of a test workflow without starting from scratch.

Follow these steps to clone a shared step directly from the shared steps list view.

1. Navigate to the shared steps tab on the test cases dashboard.

   

2. Locate the shared step you want to copy from the list.

3. Click the (⋮) icon on the right side of the item row to open the menu.

   

4. Select Clone from the dropdown options. The Clone Shared Step window will open. It comes pre-filled with all the original details. You can now update the title or tags, or modify the individual steps and expected results.

5. Click the Clone button to confirm.

You have successfully cloned the shared step. A success notification will appear, and the new copy will be added to your shared steps list view. By default, the title will be the original name with - Copy appended. You can modify the title before you clone the shared step.

Delete a shared step

To delete a shared step:

1. Click the menu icon (⋮) on the right of the shared step.

   

2. Click Delete.

3. Select the checkbox to confirm the deletion and click Delete.

   

The shared step is removed from the list view and from all linked test cases.

Filter shared steps

Use filters to find specific shared steps in your repository by applying one or more tags.

Filter from the shared steps list view

Follow these steps to filter the main list of all shared steps.

1. Navigate to the shared steps tab on the test cases dashboard.

   

2. Click the Filter button.

3. In the Tags field, select one or more tags you want to filter by.

   

4. Click Apply.

The list will update to show only the shared steps that match your selected tags.

Filter when adding shared steps to a test case

Prerequisite: You should have created the shared step you want to add. Learn how to create your shared step.

Follow these steps to find a shared step while creating or editing a test case.

1. From the test case editor, click Add Shared Step.

   

2. Click the Filter by tags dropdown.

   

3. Select the tag you want to use as a filter.

The list of shared steps will update automatically to show only the steps matching that tag.