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Copying/Cloning a Case

Owned by Noopur Varshney [AIO Tests]
Last updated: Feb 15, 2023
2 min read

There are instances when the same case can be used multiple times by changing just a few steps or details. In such cases, creating a copy of the original case helps reduce the time to create new cases.

AIO Tests offers the ability to clone an existing case. The option is available from the grid of cases (right click on row of the case) as well as from the Case Details page as shown below.

 

 

 

Once copy is selected on the source case, the Create Case modal is shown with all the details of the source case. It is recommended to change the name of the case to suit the needs of the target case being created.

  • Clicking Create Case will create the case and the user will be returned to the the page from where Copy was clicked (cases grid or case details page).

  • Clicking Add Steps will show the Steps screen with steps from source case already populated. Users can change the order of the steps, update (add, edit, delete) the steps or simply click ‘Save Steps’ to re-use the steps as-is.
    The user is returned to the page from where Copy action was clicked with a success message. User can click on the link of the newly created case in the success message to navigate to the new case.

  • While copying a case, linked cases of the same project or other project, get copied as-is. E.g. If case 1 has case 2 as a linked step, copy of case 1 will also have case 2 as a linked step (regardless of which project it belongs to

  • While copying a case, step level attachments of non-linked steps as well as linked steps, get copied

  • While copying a case, if the user doesn’t have access to any of the linked cases (of other projects), then they cannot create a copy of the case