Managing Shared Steps
2 min read
The Shared Steps page gives teams one place to review reusable step groups, understand where they are used, and keep shared step content current.
Shared Steps Pages
Section titled “Shared Steps Pages”Hawzu has shared step pages at both workspace and project level.
- Workspace Shared Steps show shared steps created for the workspace.
- Project Shared Steps show shared steps available in the selected project, including the scope of each shared step.
The page title shows whether you are managing workspace or project shared steps.
Table Columns
Section titled “Table Columns”The Shared Steps table can include:
- Name: the shared step name shown in the picker.
- Description: the purpose or usage guidance.
- Scope: workspace or project, shown on project pages.
- Usages: linked test cases.
- Created On: the creation date and time.
- Actions: quick access to the details view.
Use column visibility controls to keep the table focused on the information you need.
Search, Filter, Sort, and Page
Section titled “Search, Filter, Sort, and Page”You can search by shared step name or description. You can also filter by Creation Date. On project pages, use the Scope filter to show workspace shared steps, project shared steps, or both.
Sorting is available for name, description, usage count, and created date. Pagination controls let you change page size and move through larger shared step libraries.
Review Usage
Section titled “Review Usage”The Usages column shows how many test cases use a shared step. Open a shared step details view to review the linked test cases and open them from the usage list.
Usage review is important before editing, removing, or deleting a shared step because changes can affect every linked test case.
Open Details
Section titled “Open Details”Select a shared step row or choose View from the table to open the details view.
The details view shows:
- Name
- Description
- Step rows
- Usage list for linked test cases
The right side of the details view has separate tabs for Steps and Testcases.
Edit Shared Steps
Section titled “Edit Shared Steps”Users with access can select Edit from the details view. You can update:
- Name
- Description
- Step descriptions
- Expected outputs
- Attachments
- Step order
You can also add, duplicate, insert, and delete step rows while editing.
Workspace-level shared steps may be locked when viewed from a project. To edit a workspace shared step, open it from the workspace Shared Steps page.
Delete or Remove Shared Steps
Section titled “Delete or Remove Shared Steps”The details view shows Delete for workspace shared steps and Remove for project shared steps where the action is available.
If a shared step is used in test cases, Hawzu asks whether to remove the linked shared-step references or convert them to regular steps.
Learn more in Delete Shared Steps.
Permissions
Section titled “Permissions”Available actions depend on your access. You may be able to view shared steps without being able to create, edit, remove, or delete them.