Shared steps

When working with manual test cases, you may encounter a situation where some steps, like authentication, are repeated across multiple scenarios. To avoid describing the same steps in each scenario, you can create a set of steps that can be shared between multiple test cases. When you change a shared step, the changes are automatically applied to all scenarios that use that step.

Creating a shared step

To create a new shared step:

1. Go to the Shared steps section.
2. Click on New shared step.
3. Enter a name to describe the new shared step (for example, "Authentication").
4. Click Create.

After that, the process is identical to describing a test scenario: enter the required steps and sub-steps, add attachments if required.

Using a shared step

Before using shared steps in a scenario, you first need to upgrade the scenario to a new version. To do that:

1. Select a manual test case.
2. Start editing the scenario and click Submit.
3. Click Yes in the notification at the top.

If you dismissed the notification, you can click on ⋯ and select Upgrade to new scenario.

You can also enable the new version of scenarios by default for all new test cases:

1. Go to project settings.
2. Click Test case sections.
3. Check the Create test cases with new manual scenarios box.

To add a shared step to a test scenario:

1. When editing a scenario, click ⠿ on the left side of step description.
2. Click Shared step.
3. Select the required shared step.

Archiving and deleting a shared step

If a shared step is in use, it cannot be deleted, but it can be archived to prevent further usage. You can check which test cases are using a shared step by selecting it and clicking on Test cases.

To archive a shared step, select it and click Archive on the right side of the page.

To delete a shared step that is no longer in use:

1. Select the required shared step in the Shared steps section.
2. Click ⋯ on the right side of the page.
3. Click Delete in the displayed menu.