Shareable Test Cases

Some common steps could exist across multiple test cases in a project. QMetry Test Management for Jira allows testers to create shareable test cases with common test steps and reuse these shareable test cases in other test cases as steps. A shareable test case can be used in test cases in the same project and across projects to avoid creating repeated test steps.

It saves testers' efforts and time as the common test steps are added into a single test case. This test case is then used as shared steps into multiple test cases instead of entering the repeated test steps. Thus, testers can focus more on other high priority testing activities.

Note

  • To use a shareable test case, it should be linked to a normal independent test case as its steps.

  • Operations like copy/move, bulk edit, execution, and so on could not be carried out on the individual shareable test cases.

  • A shareable test case can be executed only when it is linked with an independent normal test case as its steps.

  • Any updates to the same version of the shareable test case are auto-synced in the associated test cases.

  • When a new version of a shareable test case is created, it should be synced with the linked test case manually.

  • Once linked to an independent test case, the shareable test case appears in read-only mode.

  • While importing test cases, the shared test case steps will be imported as normal steps of the independent test case that is using it. The steps will not be imported as shared steps of the normal test case.

  • A shareable test case can be used with parameters, but the parameter values will be referred from its independent test case in which it is used.

Create a Shareable Test Case

You can create a shareable test case by following either of the methods:

(A) By using the Shareable Test Case button on the test case tree.

(B) While linking shareable test steps in an existing independent test case (in case shareable test cases do not exist in the project).

(C) By using the existing steps of an independent test case.

(A) Create a shareable test case using the Shareable Test Cases button on the test case tree.

The option on the tree panel allows you to create individual shareable test cases, which will then be used as steps in other test cases.

Perform the following steps to create a shareable test case:

  1. On the Test Case List View, click the more icon and select Show Shareable Test Cases.

    Shareable Test Case Option

    The screen displays shareable test cases.

  2. Click the New Shareable Test Case button.

    The Create Shareable Test Case screen appears.

  3. Enter Summary and Step Details for the test case.

  4. Click Create to save the shareable test case.

    The shareable test case is added to the screen and displayed under the Shareable Test Cases section.

    Shareable Test Cases Section

(B) Create a shareable test case while linking shareable test steps in an existing independent test case.

If shareable test cases do not exist for the project, then you get a link to create a new shareable test case on the Link Shareable Test Case screen.

Perform the following steps to create a shareable test case:

  1. Navigate to an independent test case.

  2. Select to the Steps tab.

  3. Click the more icon for the step where you want to insert shareable test steps.

  4. Select Link Shareable Test Case(s).

    Link Shareable Test Cases

    The Link Shareable Test Case(s) screen appears.

  5. Click the Create New Shareable Test Case option. This option only appears if the project's shareable test cases have not yet been created.

  6. Enter Summary and Step Details for the test case.

  7. Click Create to save the shareable test case.

(C) Create a shareable test case by using existing steps of an independent test case.

Perform the following steps to create a shareable test case:

  1. Navigate to an independent test case.

  2. Select the Steps tab.

  3. Select the steps that you want to include in the shareable test case.

  4. Click Create Shareable Test Case.

    Create Shareable Test Case

Filter Test Cases with Shareable Steps

You can easily identify the test cases that are using shareable test cases as their steps by applying a filter on the test case list view.

Perform the following steps to filter test cases:

  1. Click the Filter menu and select the Contains Shareable Test Case option.

    The filter is added to the screen.

  2. Select “Yes” to view the test cases with shareable test cases.

    Filter Menu Option

Edit a Shareable Test Case

You can edit the shareable test cases inline on the list view as well as from the detail page. If a linked shared step version is updated, it gets auto-synced to the test case using it.

Editing a shareable test case inline in the list view

Perform the following steps to edit a shareable test case:

  1. Go to the Shareable Test Cases section (through Test Case List View > more icon > Show Shareable Test Cases).

    The screen displays shareable test cases.

  2. Click in the cell and edit the required test case/step inline. You can also add attachments to the steps.

    You can change the sequence of steps through drag and drop.

Editing a shareable test case from the detail page

Perform the following steps to edit a shareable test case:

  1. Go to the Shareable Test Cases section (through Test Case List View > more icon > Show Shareable Test Cases).

    The screen displays shareable test cases.

  2. Navigate to the shareable test case that you want to edit by clicking on the test case key.

    The test case details page appears.

  3. Edit the required details by clicking on the respective field or cell. You can also add attachments to the steps. You can also clone or delete a test step for the test case.

    You can change the sequence of steps through drag and drop operation.

Create a New Version of Shareable Test Case

QMetry allows you to create different versions of a shareable test case and link them with independent test cases.

Note

  • A new version of a shareable test case does not automatically sync with the independent test cases that use it.

  • When a new version of the linked shareable test case is created, then you have to sync this existing version of shareable test case with the latest available version by clicking on the Sync icon.

Perform the following steps to create a new version of a shareable test case:

  1. Navigate to the shareable test case detail page.

  2. Click the Create New Version button at the top right.

    The Create New Version screen appears.

    You can change the Summary of the test case.

  3. Click the Create button to create a new version.

    A new version of the shareable test case is created.

Sync a New Version of Shareable Step in Test Case

If a new version of the linked shareable test case is available, then follow the steps to use the latest shared step version in the test case.

  1. Navigate to the independent test case that is using the shared step.

  2. Select the Steps tab.

  3. Navigate to the shared step and click the Sync icon for the step.

    Sync Shareable Step

    The shared step version is updated.

Clone a Shareable Test Case

You can clone a shareable test case for the purpose of reusing it in another test case.

For example, testers need test cases for the next release. These new test cases may have some common field values as existing test cases. The test case needs to be a copy of the existing test case. So they create a copy of the existing test case using the Clone feature.

You can clone a shareable test case in either of the following ways:

(A) Clone from Shareable Test Case List View

(B) Clone from Shareable Test Case detail page

Clone from Shareable Test Case List View

Hover over the test case that you want to clone and click the Clone icon for it.

Clone from Shareable Test Case detail page

Navigate to the shareable test case detail page and click the Clone icon.

After following either option (A) or (B), the Clone Test Case screen appears.

  • Test Case Name: The test case name is populated with “Cloned” prefixed to the existing name. You can change the name as you prefer.

  • Test Case Version: Select either Clone Current Version or Clone All Versions.

  • Additional Options: You can opt to clone the test case with Comments.

Click Clone to clone the test case with the selected criteria.

Search Shareable Test Cases

You can use the search feature to locate the required shareable test case(s) in the current project. The search will check for the mentioned text in the Key and Summary fields of the test case by default. You can also opt to cover the Test Step and Comments. Shareable test cases can be searched for additional fields of Test Steps and Comments only, as they do not contain Description and Precondition.

Search Shareable Test Case

Import Test Cases with Shareable Steps

You can perform new imports or reimports of test cases using shareable test steps.

  • A shareable test case can not be imported independently like a normal test case.

  • If an independent test case containing a shareable test case is re-imported by mapping the shareable test case keys, it will create a new version of the test case. The shareable test case linkage is retained. The test cases are imported with shareable steps. The version number of the test case is increased by one.

Perform the following steps to import test cases with shareable steps:

  1. Import the Excel file of test cases that have shareable test cases linked as steps within them.

  2. Select Import with the New Version.

    Import Shareable Test Case
  3. Enable the Auto Mapping option.

    The following fields are related to shareable test case import:

    • Shareable Testcase Issue Key

    • Shareable Testcase Version No.

    If the fields are mapped, the shareable test case will be reused as it is.

    If either of the fields is not mapped, the shareable test case will be imported and shown as a normal test step.

  4. Once the fields are mapped, click the Start Import button.

    Import Shareable Map Fields

     

    It starts the import process is Click Done once the process is completed.

  5. Check the background process by clicking on the Notification icon at the top.

    The test cases are imported with shareable steps. The version number of the test case is increased by 1.

Refer to Import Test Cases for more information on Import Test Cases.

View Shareable Test Cases

On the Test Case List View, click the Show Shareable Test Cases option at the bottom of the left pane.

The screen displays shareable test cases.

Tabs on Shareable Test Case detail page

There are four tabs on the shareable test case details page: Steps, Test Cases, Comments and Audit Logs. These are draggable tabs and you can arrange them as per your requirement.

  • Steps tab: All the steps of the shareable test case is displayed in this tab. You can add, edit, clone and delete the steps.

  • Test Cases tab: It displays all the test cases with which the shareable test case is associated.

  • Comments tab: You can add/edit Comments for the shareable test case in this tab.

  • Audit Logs: You can view the Audit Logs for the shareable test case in this tab.

Shareable Test Case with Parameterization

The shareable test cases can have parameterized steps. You can define the values for these parameters using the data set of the test case in which the shared steps are used. You can not define parameter values directly in a shareable test case.

You can define the parameter and its values only in the independent test case that uses the shared step.

On the execution screen, the parameter values of the shared steps will be referred from the data set created in the independent test case to which the shareable test steps are linked.

Note

If you want to use the shareable steps with parameterization in other projects or in other QMetry instances, it is recommended that you create the parameterized shareable steps in the same project instead of linking the parameterized test cases of another project or instance.

Shareable Test Steps on Execution Screen

A shareable test case can be executed only when linked with an independent regular test case as its steps.

On the execution screen, the shareable test step linked with test case is displayed like a normal test step. For shareable steps, shareable icon, shareable test case key, version and summary are displayed adjacent to the test step number to differentiate it from the normal step. The shareable test case key is clickable; clicking on which the shareable test case detail page appears.

The archived shareable test steps will be displayed with the “Archived” label. These archived shareable test steps will remain disabled on the execution screen.

Sync Shareable Test Steps on Execution Screen

When the shareable steps are added or updated or deleted in the shareable test case, a warning message is shown for the Steps tab indicating the required sync. Click the provided link to sync the steps with the shareables test case and update them on the execution screen.

Sync a New Version of Shareable Step with Test Execution

Once the latest version is synced in the test case as described in the Create a New Version of Shareable Test Case section, then you can sync the latest version of the shared step on the execution screen.

Perform the following steps to sync a new version of shareable step with test execution:

  1. Navigate to to the execution screen.

  2. Go to the test case.

    You can see the warning message for the Steps tab indicating the required sync.

  3. Click the provided link to get the update and sync the shared step to the latest version.

    The shared step version is updated.

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