#Managing Shared Steps - Edit & Delete Guide

#Editing Shared Steps

#To edit a shared step:

1. Click “View” on a shared step to open its details.

2. Click the “Edit” button in the details panel.

3. The shared step becomes editable:

   • Modify the name and description
   • Change project scope (workspace only)
   • Add, remove, or reorder steps
   • Update step descriptions and expected outputs
   • Add or remove files from steps
   • Update parameters used in steps

4. Click “Save Changes” to apply the updates.

5. As a result, the shared step is updated, and all test cases using it will reflect the changes.

#Editing Steps:

• Add Steps: Click “Add Another Step” to add new steps
• Remove Steps: Click the delete button on a step to remove it
• Reorder Steps: Drag and drop steps to change their order
• Update Content: Edit step descriptions and expected outputs using the rich text editor
• Manage Files: Add or remove files/images from steps
• Use Parameters: Reference parameters using \{\{PARAMETER_NAME\}\} syntax

#Deleting Shared Steps

#To delete a shared step:

1. Open the shared step’s details panel.

2. Click the “Delete” button at the bottom of the panel.

3. A confirmation dialog will appear with options:

   Remove References:

   • Removes the shared step from all test cases using it
   • Test cases will no longer include this shared step
   • The shared step is permanently deleted

   Convert to Regular Steps:

   • Converts the shared step into regular steps in each test case
   • Each test case gets a copy of the steps
   • The shared step is deleted, but steps remain in test cases
   • Useful when you want to keep the steps but stop sharing them

4. Select your preferred option and click “Confirm”.

5. As a result, the shared step is deleted according to your choice.

Note: Deleting a shared step affects all test cases using it. Choose the deletion method carefully based on your needs.

#Exporting Shared Steps

#To export shared steps:

1. On the Shared Steps page, click the “Export All” button in the header.

2. As a result, a CSV file is downloaded containing:

   • Step Name
   • Description
   • Project Scope
   • Projects (comma-separated)
   • Testcases (comma-separated list of test cases using the step)

3. The file is named all-shared-steps-[date].csv.

#Bulk Export:

• Export all shared steps at once
• Includes usage information (which test cases use each step)
• Useful for backup, migration, or reporting purposes