Entering test case steps in grid view

Use grid view to enter test case steps, expected results, and comments in rows and columns.

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

2. Click Grid.

3. Click Add Step to add a step row.

4. Click a cell in the Step column and enter instructions for performing the action.

Tip:  You can use test variant field codes in test case fields and steps. When you generate manual test runs, field codes are replaced with the variant values. For example, if you have an Operating System variant with a %Z_OSVARIANT% field code and the Windows value is used to generate manual test runs, the field code is replaced with Windows in the manual test run. To add a variant field code, click the field or step, click the Insert Variant button, and choose the field code to add.

5. Click a cell in the Expected Result column and enter the expected results for the corresponding step.

To add additional expected result lines in a step, select the step, click the Add button, and select Add Expected Result. You may want to enter each result on a separate line if the step has more than one expected result. If an issue occurs during the test, problem statements can be entered in the manual test run for each expected result.

6. To attach a file to a step or expected result, click the Insert Attachment button. You can also drag and drop files, or paste images to attach them. See Attaching files to test case steps.

To capture a screen and attach it, click . See Capturing screens to attach to test case steps.

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 .

7. Add any additional steps.

8. Click the Add button and select Add Comment to add a comment that provides additional information about a step or expected result.

If detail grid view is used to generate manual test runs, you can also add step notes, which are notes associated with a specific step. To add a step note, select a step, click the Add button, and then select Add Step Note.

9. Click Add shared steps to add steps from another test case. See Adding shared steps from other test cases.

All steps from the shared test case are included when manual test runs are generated from the test case.

10. Select a row and click Delete to delete it.

11. Save the test case.

  • Click Save to save the changes.
  • Click Apply to save and continue working on the test case.