Capturing screens to attach to test case steps

You can capture a screenshot directly from the test case Steps tab and attach it to a specific step or expected result without leaving Helix ALM. You can edit screen captures before attaching them to highlight important information.

Note:  Make sure you are using a browser that supports screen capture in Helix ALM. See the list of supported browsers.

1. Click the Steps tab when you are adding or editing a test case.

2. Select the row that contains the step or expected result to attach the screen capture to.

3. Click . If you clicked the Insert Attachment button to attach a file, click Capture Screen in the Add Attachment dialog box.

You are prompted by the browser to share your screen. See the browser help for information about sharing your screen with other applications.

4. Give the browser permission to access the screen to capture.

The screen is captured and the Edit Image dialog box opens.

Note:  If you are using Helix ALM in Microsoft Edge 17 or 18 and want a screen capture of a minimized window in Edge, you must bring that window to the front before you can capture it.

5. Make any changes to the image. For example, you may want to crop the screen capture to focus on a specific area, draw an arrow or rectangle to direct other team members to specific information, or add text for additional explanation. See Editing images.

6. Click Save.

The screen capture is attached.

You can view, rename, download, and delete attachments. You can also edit image file attachments.

  • To view an attachment, click the thumbnail or name. If the browser cannot open the file, it is automatically downloaded. You can then open the local copy in the associated application.

  • To rename an attachment, click Rename. The Rename Attachment dialog box opens. Enter a new Attachment name and click Rename. You can only rename attachments before saving the item. Do not include the file extension in the new attachment name.

  • To download an attachment, click .
  • To edit an image file attachment, click . You can only edit images before saving the item.
  • To delete an attachment, click .