Viewing and Filtering Shared Steps Guide

Viewing Shared Steps

The Shared Steps page displays all shared steps in a table format. Each row shows:

  • Name: The name of the shared step
  • Description: A brief description of what the shared step does
  • Scope (workspace only): Whether it’s available to all projects or selected projects
  • Usages: Number of test cases using this shared step (with tooltip showing test case names)
  • Actions: View button to see details

Filtering Shared Steps

You can filter the shared steps list to find specific steps:

Search by Name or Description:

  • Use the search bar to type a step’s name or description
  • Search is case-insensitive and matches partial text
  • Results update as you type

Filter by Project (workspace only):

  • Use the project dropdown to filter steps by project assignment
  • Select a specific project to see only steps assigned to that project
  • Clear the filter to show all steps

Sorting:

  • Click column headers to sort by Name or Description
  • Toggle between ascending and descending order
  • Current sort field is indicated by an arrow icon

Column Visibility:

  • Click the “Columns” button in the header
  • Toggle visibility for Name, Description, Scope, Usages, and Actions columns
  • Customize the table to show only what you need

Clear Filters:

  • Click “Clear” to remove all active filters
  • The button is only enabled when filters are active

Viewing Shared Step Details

To view a shared step’s details:

  1. Click the “View” button next to a shared step in the list.

  2. As a result, the shared step details panel opens, showing:

    Step Information:

    • Step name and description
    • Project scope (workspace only)
    • Edit button to modify the shared step

    Steps:

    • List of all steps in the shared step
    • Step descriptions and expected outputs
    • Files and images attached to steps
    • Parameters used in steps

    Usages:

    • List of test cases using this shared step
    • Test case names and links

Step Details View:

  • Read-Only Mode: By default, details are shown in read-only mode
  • Edit Mode: Click “Edit” to modify the shared step
  • Step Navigation: Scroll through all steps in the shared step
  • File Attachments: View images and files attached to steps

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