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All the actions described here for steps are assuming you have already created a case and you are on the Steps tab in the Case Detail View and have clicked on the Edit button. |
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Copying Steps from Other Cases
Step 1: To copy steps from other cases, all you need to do is click on the Vertical ellipsis button for the step after which you want to add steps from other cases.
The action to copy steps from other cases is available at the time of case creation (Steps page) and also while editing a case (Steps tab). The GIF below is of the Steps tab opened in Edit mode.
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Step 2: Click on the Copy Steps from Other Cases button.
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Step 4: Once you select the case, it will be displayed on the screen along with its steps, from where you can select the step(s) to copy to a case by simply clicking on the checkbox.
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If the case has some linked cases as a step, then by default, they will be shown expanded with decimal numberings.
Steps having attachments from cases belonging to other projects do not get copied - a notification is shown for the same.
Only step-level attachments from cases belonging to the current project get copied.
The order of the copied steps will be the same in the target case as in the source case.
The serial number of all the steps in the target case will be recalculated to accommodate the addition of new steps.
The copied steps will appear immediately after the step against which the copy steps icon was clicked.
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Once you click on the Copy button, the steps that you selected will be inserted on the Steps tab.
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The action to add files at the step level is available at the time of case creation (Steps page) and also while editing a case (Steps tab). The GIF below is of the Steps tab opened in Edit mode.
Users can also add files at the step level from Edit Steps from the Cases listing page.
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Step 2: Once you click on the Attach Files button, the Attachment modal window will appear on the screen from where you can attach a file.
Users have the option to either paste a copied image and name it or upload a file from the system by clicking on the Browse to Upload File and then ‘Upload and Attach’ button.
Users can also attach the files from the Recent Uploads option by selecting the appropriate file and then clicking on the Attach Selected Files button.
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Step 3: Finally, click on the Save button.
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Draft cases are not available for linking. Only cases with the status ‘Under Review’ or ‘Published’ can be linked to other cases. |
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For further queries and suggestions, feel free to reach out to our customer support via help@aiotests.com.
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