Writing steps has never been simple. AIO Tests offers you multiple ways of adding steps to a case along with other actions. Whether you want to copy steps from multiple cases to the case you are working on or want to attach files to the steps, the test management tool lets you do it effortlessly. On this test management tool, you can also duplicate steps while creating/editing cases.
In this documentation, you’ll understand:
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.
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.
Step 2: Click on the Copy Steps from Other Cases button.
Step 3: Once you click on the button, a modal will appear on the screen where you can select a case to copy steps. Click on the Select a case to copy its steps field and select a test case from the drop-down list from which you want to copy steps.
Users can also have the option to add and apply filters to narrow down the search.
Users can change the project through the project drop-down.
Users can use the search box to search for cases within the applied filter.
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.
If the user wants to remove a case from the test cases list, they can do it by simply clicking on the Delete button.
Step 5: Click on the Copy button located at the top right corner of the screen to copy the selected steps to the target case.
If the case has some linked cases as 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.
Once you click on the Copy button, the steps that you selected will be inserted on the Steps tab.
Creating Duplicate Steps in a Case
Step 1: To duplicate steps, all you need to do is click on the Vertical ellipsis button for the step that you want to duplicate.
The action to duplicate steps 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 duplicate a step by clicking Ctrl/Cmd + D when they are in any of the boxes of the step.
Step 2: Click on the Duplicate Step button.
Once you click on the Duplicate Step button, the step will be automatically duplicated.
Attaching Files to a Step
Step 1: To attach files to a step, 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. Click on the Attach files button.
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.
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.
Step 3: Finally, click on the Save button.
Steps to View Files Attached to Steps
Users can view the files attached to steps from multiple places in the AIO Tests-
View the attached files from the steps tab on Case Details
View files from Cases Listing
View the attached files from the right panel of a Case in Sets & Cycles
View the attached files from Cycles.
View the Attached Files from the Steps Tab on Case Details
On the steps section of the case detail page, users can view the attached file by clicking on the Paper Clip icon for the step to which the file is attached. Once you click on the paper clip icon, the attached file name will be displayed on the screen. Click on the file name to view the attached document. Users can view the attached file by simply clicking on the download button.
Images and Videos can be seen inline.
Users can delete the attached file by clicking on the delete button along with the file name.
View Files from Cases Listing
On the case listing page, users can view the attached file by clicking on the Edit Steps icon. Users can view the attached file by clicking on the Paper Clip icon for the step to which the file is attached. Once you click on the paper clip icon, the attached file name will be displayed on the screen. Click on the file name to view the attached document. Users can view the attached file by simply clicking on the download button.
Images and Videos can be seen inline.
Users can delete the attached file by clicking on the delete button along with the file name.
View the Attached Files from the Right Panel of a Case in Sets & Cycles
On the Set Detail page, users can view the attached file by clicking on the case to which the file is attached. Once you click on the desired case, the right panel for a case will be displayed. Click on the View Steps icon to view all the steps for the selected case. Users can view the attached file by clicking on the Paper Clip icon for the step to which the file is attached. Once you click on the paper clip icon, the attached file name will be displayed on the screen. Click on the file name to view the attached document. Users can view the attached file by simply clicking on the download button. Users can follow the same procedure to view steps and the attached file from the right panel for a case in Cycle.
Images and Videos can be seen inline.
View the Attached Files from Cycles
On the Cycle Detail page, users can view the attached file by clicking on the drop-down arrow of the case to which the file is attached. Once you click on the drop-down arrow, all the steps for the case will be displayed. Users can view the attached file by clicking on the Paper Clip icon for the step to which the file is attached. Once you click on the paper clip icon, the attached file name will be displayed on the screen. Click on the file name to view the attached document. Users can view the attached file by simply clicking on the download button. Users can follow the same procedure to view steps and the attached file from the right panel for a case in Cycle.
Images and Videos can be seen inline.
Reusing Cases
In order to promote the reusability of cases and have a modular design, AIO Tests offers the ability to link cases as steps of other cases. The action to link cases is available at the time of case creation (Steps page) and also while editing a case (Steps tab). To read more on how to link cases, click here.
Draft cases are not available for linking. Only cases with the status ‘Under Review’ or ‘Published’ can be linked to other cases.
For further queries and suggestions, feel free to reach out to our customer support via help@aiotests.com.