Copy Steps from an Existing Test Case

Introduction

Users can copy test steps from one test case to another test case or the same test case.

Use Case: While authoring a test case often testers need to reuse steps from an existing test case and make minor modifications. To conveniently copy test case steps from an existing test case, testers can utilize the "Copy steps from existing test case" option. This allows them to quickly and easily incorporate the necessary steps while making any necessary adjustments.

→ Required Permissions: Users should have Test Case View, Test Case Create, and Test Case Edit permissions.

Users can copy test steps while creating a new test case and while editing an existing test case. Test Steps can be added from the test case detail page as well as from the test case list view.

Notes:

  • A maximum of 100 test steps can be copied at a time.

  • In the case of a normal test case, you can copy steps from the shareable test case as well as the normal test case.

  • In the case of the shareable test case, you can copy steps only from the shareable test case.

  • In case of test steps with parameters: The parameters would not get copied in the test cases of cross projects as the parameters were created only for source projects. For the same project, the steps will get copied along with parameters but without values.

Copy Test Steps while Creating a New Test Case

While creating a new test case, open the Steps tab.

Click on the Copy steps from an existing Test Case link.

The Copy steps from an existing Test Case screen opens.

A. You can also select test steps from other project and link them to the test case of the current project.

B. You can search test cases by Key/Summary.

C. You can also apply different filters to short list the required test cases.

Note: A maximum of 10 filters, including system as well as custom fields, can be selected at a time.

Steps:

1. Expand the test case and select test steps that you want to copy.

2. Click on the Copy button at the bottom of the screen.

The selected steps get copied to the new test case that is being created.

 

Once you create the test case, the step details start displaying for the test case.

Copy Test Steps in an Existing Test Case

Copy Test Steps from Test Case Detail Page

Open the test case detail page and open the Steps tab.

(A) If the test case does not have its own test step under it. You can directly copy steps from other test cases using the provided link of Copy steps from an existing Test Case.

(B) If the test case has its own test steps, then click more icon for the step where you want to insert the test steps from other test case and select Copy steps from an existing Test Case option.

The Copy steps from an existing Test Case screen opens.

A. You can also select test steps from other project and link them to the test case of the current project.

B. You can search test cases by Key/Summary.

C. You can also apply different filters to short list the required test cases.

Note: A maximum of 10 filters, including system as well as custom fields, can be selected at a time.

Steps:

1. Expand the test case and select test steps that you want to copy.

2. Click on the Copy button at the bottom of the screen.

The selected steps get copied to the test case.

Copy Test Steps from Test Case List View

Open the test case list view and expand the test case for which you want to copy the test steps.

(A) If the test case does not have its own test step under it, you can directly copy steps from other test cases using the provided link of Copy steps from an existing Test Case.

(B) If the test case has its own test steps, then click the more icon for the step where you want to insert the test steps from other test case and select Copy steps from an existing Test Case option.

The Copy steps from an existing Test Case screen opens.

A. You can also select test steps from other projects and link them to the test case of the current project.

B. You can search test cases by Key/Summary.

C. You can also apply different filters to shortlist the required test cases.

Note: A maximum of 10 filters, including system as well as custom fields, can be selected at a time.

Steps:

1. Expand the test case and select the test steps that you want to copy.

2. Click on the Copy button at the bottom of the screen.

The selected step(s) get copied to the test case.

 

Copy Steps from Existing Shareable Test Case

Copy Test Steps from Shareable Test Case Detail Page

→ Creating a New Test Case: While creating a new shareable test case, you can copy steps from an existing shareable test case by clicking on the provided link.

Select the steps you want to copy and click on the Copy button.

The steps are added to the shareable test case detail view.

→ Editing a Shareable Test Case: You can add steps from an existing shareable test case while editing a shareable test case.

Copy Test Steps from Shareable Test Case List View

Open the shareable test case list view and expand the test case for which you want to copy the test steps. If the test case has its own test steps, then click the more icon for the step where you want to insert the test steps from other shareable test cases and select Copy steps from an existing Shareable Test Case option.

 

 

The Copy steps from an existing Test Case screen opens.

A. You can also select test steps from other projects and link them to the test case of the current project.

B. You can search test cases by Key/Summary.

C. You can also apply different filters to shortlist the required test cases.

Note: A maximum of 10 filters, including system as well as custom fields, can be selected at a time.

Steps:

1. Expand the test case and select the test steps that you want to copy.

2. Click on the Copy button at the bottom of the screen.

The selected step(s) get copied to the test case.