Simplified Steps Writing

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.

Group 1 (4)-20240619-061814.png

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.

  • Users can only search for cases that are in Published or its equivalent status

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. 

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.

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. 

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.

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. 

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. 

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. 

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. 

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. 

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.

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