Quick Case View

AIO Tests lets you view and edit the case details without actually opening a case. Whether you want to view the complete details of a case in a separate tab or want to edit the steps quickly, the test management tool lets you do it with ease.

In this documentation, you’ll understand:

Steps to View Right Side Panel of a Case

Step 1: To view the right side panel of a case, all you need to do is click on the Cases option in the top bar menu.

Step 2: On the Cases page, click on the test case row (other than the case key) for which you want to open the right side panel.

Once you click on the test case, a right-side panel window will open up with some quick details.

Steps to Open Case in a New Window

Step 1: To open a case in a new window, all you need to do is click on the Cases option in the top bar menu.

Step 2: On the Cases page, click on the test case row (other than the case key) that you want to open in a new window.

Users can also open a case in a new window by right-clicking on the desired case that they want to open and hitting the Open Case to New Tab option from the drop-down menu.

Step 3: Once you click on the test case, a right-side panel window will open up with some quick details. Click on the new tab icon to open the test case in a new window.

Once you click on the new tab icon, the test case that you selected will open in a new window.

Steps to Edit Case Steps from Case Detail Page

Step 1: To edit case steps, simply click on the Cases option in the top bar menu.

Step 2: On the Cases page, click on the Edit Steps button located on the right side of the Case key.

Step 3: On the Steps Detail page, you can edit steps. Users can perform six actions, including Adding a step, Attaching Files to steps, Linking other cases, Duplicating a step, Copying steps from other cases of the current project or another project that they have access to, and Deleting a step.

Add a Step: By clicking on the plus icon (+), you can create a new row below your steps and add details of the new step.
Attach Files: To attach documents/images at the step level, click the Attach File icon from the ellipsis. A dialog box opens allowing users to attach or upload new documents for the selected step. Find more details here.
Link other case: To link another case, first click the plus icon (+) to create a new row. On the new row, click the link case icon from the ellipsis. In the modal that opens, you can search for the case to be linked with the help of a key/ title or using any of the filter options.

If you wish to link a case from another project, change the project from the project drop-down list. Once the project is changed, the filters will show data from the selected project and the search box will allow you to search cases belonging to the selected project.
If a case from another project is linked and the logged-in user doesn’t have access to that project in Jira, AIO Tests only shows the key of the linked case in a read-only format. The logged-in user cannot expand the steps or see anything related to that case.

Copy Steps from Other Cases: Users can copy steps already written for other cases into the case they are on. Users can also copy steps from cases of other projects. Find more details on the Copy steps here.
Duplicate Step: By clicking on the Duplicate Steps icon, a new step will be created and the information of the step from which the icon has been clicked will be copied into the new step.
Delete a Step: Users can delete a step in the editing mode. The step is marked for deletion with an option to revert to it as long as the user is in Edit mode.

The final deletion happens with the click of Save or click of Save & Close. Users can delete a linked case of another project even if they don't have access to the actual linked case.

Step 4: Finally, click on the Save & Close button.

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For further queries and suggestions, please feel free to reach out to our customer support service via help@aiotests.com.