Editing test cases

Edit a test case to change the information, such as the steps to perform. When you edit a test case, related manual test runs are not updated to reflect the changes. You must generate new manual test runs or regenerate manual test runs to use the updated test case. See Generating manual test runs and Regenerating manual test runs.

If you need to update field values for multiple test cases, use bulk change fields to update multiple items simultaneously. See Bulk changing fields to update multiple items.

1. In the Test Cases list, click the gear icon next to the test case and choose Edit. You can also click the number or summary and then click Edit on the Viewing Test Case page.

The Editing Test Case page opens.

Icons or messages may indicate the item is locked or marked as suspect. See About item status indicators.
  • The left pane displays the read-only Status, and General, Custom Fields, Included Variant Values, and Excluded Variants values. The available fields and grouping depends on how Helix ALM is configured for your team. To learn more, see Configuring field layouts.
    • To scroll to a field group, click Scroll to and select a field group.
    • To expand a field group, click . To collapse a group, click . To expand all groups, click . To collapse all groups, click .
    • If information is available about a field group, mouse over to display a tooltip.
  • The right pane displays the following tabs:
Tab Displays: More information
Overview Read-only summary of item information, including workflow events and tracked email. Using the Overview tab
Steps Steps to perform the test and expected results. Entering test case steps
Automation Automation suites and associated automated test results for the test case. Working with automation suites and automated test results information from test cases
Workflow Work performed on the test case as it moves through the workflow. Viewing workflow event history
Files Files attached to the test case, including scripts and files attached from source control applications. Viewing and downloading file attachments
Manual Test Runs Manual test runs generated for the test case. You can view manual test runs in a detailed list or a graphical overview organized by status (Waiting, In Progress, and Completed). Viewing manual test run status
Email Email sent about the test case. You can reply to email. Only available if email tracking is enabled for the project. Viewing email and Replying to email
Traceability Items linked to the test case and options to perform impact analysis. You can add, edit, and delete links, mark linked items as suspect to indicate they may be impacted by changes, and investigate suspect dependencies. You may also view the impact analysis graphically. Working with item links, Performing impact analysis, and Diagramming traceability
Folders Folders the test case is included in. You can add the test case to other folders, move it to different folders, or remove it from folders. You cannot add or move the test case to public folders you do not have permission to modify or are locked, or locked private folders. You cannot remove the test case from locked folders. Organizing items with folders
Baselines Baselines the test case is in. You can view the test case as it was when added to the baseline, view differences between the current test case and test case in the baseline, and view differences between the test case in two baselines. Working with baselines from items
History Historical information about the test case, such as when it was created, when it was last modified, and all actions performed on it. Viewing item history

2. Click Actions and choose Generate Manual Test Runs to generate manual test runs for the test case.

Manual test runs contain all information from the related test case, but also include the results of a specific instance of the test. See Generating manual test runs.

3. Click Watch to be notified every time the test case changes. See Watching items to be notified about changes.

4. Perform any additional actions.

  • To move the test case through the workflow, click a workflow event button. For example, click Assign to assign it to another team member. Click More to see additional events. See Adding workflow events to items.
  • To perform various actions on the test case, click Actions and choose an action.
  • To run a report that includes information about the test case, click the Reports button and choose a report. See Running reports.
  • To send email about the test case, click the Email button and choose an option. See Emailing from Helix ALM.

5. Save the test case.

  • Click Save to save and close the test case.
  • Click Apply to save and continue working on the test case.
If the changes impact linked or related items, you may want to mark the items as suspect. This flags the items to indicate they should be reviewed. See Marking items as suspect.