Adding/Removing Steps

This page will address how to add and remove steps for the "Steps" template.

Adding Steps

Step 1: Scroll down and Click "Add New Step"

Step 1: Once on the "Create New Test Case" page, scroll to the bottom of the page and click "Add New Step." This will add another step to the bottom of the page.

You now have another Step.

Child Steps

You may also add a "Child Step" within a regular Step by doing the following:

Step 1: Click the three dot symbol on the right side of a Step section

This will open a dropdown menu

Shared Steps

A third Step type is called "Shared Steps" that can be added by creating one or adding it from an existing list. You can create a Shared Step by doing these steps:

Step 1: Click the "Action" button

This will bring up a menu with a "Create Shared Step" button

Step 2: Click "Create Shared Step"

Doing so will bring up the "Create New Shared Step" menu

Step 3: Fill in the Shared Step fields

You will be required to fill in a name for the shared step, the first step description, and the first step expected outcome. If required, you may fill out additional steps.

Step 4: Click "Save"

This will save your Shared step to your Organization and can be used by any other user in your Organization.

Step 5: Click "Add Shared Step" and pick the created step

Scroll to the bottom of the page and click "Add Shared Step," picking the new Shared Step you just created. This will add that step to your Test Case.