Add And Edit Manual Test Cases And Test Steps

The Test Designer page allows users to manage their Test Cases and Test Steps. Only Active Test Cases appear in Test Designer.

For Automated Test Cases, see Add And Edit Automated Test Cases And Test Steps.

Users can also Quick Search and Advanced Search, and Manage Test Case Folders.

To add Test Cases and their Test Steps:

  1. Click Test Designer.
    Test Designer
  2. Click the folders button. 
  3. Search for a Test Plan. 

    Test Designer only displays Active Test Plans.

    1. Type a search query.
    2. Press Enter on your keyboard.
  4. Add or Edit a Test Case:
    1. Add a Test Case to a Test Plan:
      Each Test Plan can have associated Requirements and Test Case Folders, to which Test Cases can be added. At least one Test Plan must exist before a Test Case can be created.

      1. Select a location for the new Test Case:
        • Click the Requirements tab and click to select a Requirement.
          Or:
        • Click the Test Case Folders tab and click to select a folder.
          Test Case Folders now show the number of Test Cases they contain.
           
      2. Click + Add New. The Add a new test case pop up opens.
      3. Type the Test Case Name. (Mandatory field.)

    2. Edit a Test Case:
      1. Locate the Test Case:
        1. Click the Requirements tab and click to select a Requirement.
          Or:
        2. Click the Test Case Folders tab and click to select a folder.
        3. See Quick Search and Advanced Search for using the Advanced Search button.
          Test Execution Sept 9 2017 advanced search
        4. Choose a manual test case. (Manual test cases lack the Selenium icon.) Selenium logo v105616cd89959c884
          Automatic and manual test cases in Test Designer v105670791c021cc05 manual
          For the Automated Test procedure, see Add And Edit Automated Test Cases And Test Steps.
      2. Hover your mouse cursor over the Test Case until the icons appear.
      3. Click the pencil icon. pencil icon
      4. Click the pencil icon on the top-left corner to edit the Test Case Namepencil icon
  5. Type the Test Case Description. (Mandatory field.)
  6. Add an attachment using Plutora Test Chrome Plug-In:
    To manage attachments, users need the Attachment View / Download, Attachment Access, Attachment Create, and Attachment Delete user permissions
    1. Add a screenshot:
      1. Click the black camera icon.

        If the camera icon has a red dot, Plutora Test Chrome Plug-In is not installed. Click here to see the installation instructions. (You must also be using Google Chrome browser.)
      2. Edit the screenshot title:
        1. Click the pen icon.
        2. Type the new file name.
        3. Click outside the file name field.
      3. Annotate the screenshot (if desired) using the crop, arrow, text, rectangle, circle, or pen buttons.
      4. Click Save to Attachments to save the file to Plutora Test.
    2. Add a video:
      1. Click the black video icon.

        If the video icon has a red dot, Plutora Test Chrome Plug-In is not installed. Click here to see the installation instructions. (You must also be using Google Chrome browser.)
      2. Click to select which application window should record.
      3. Click Share.
      4. Click Start Recording.
      5. Click Stop to end the recording.
      6. Edit the video title:
        1. Click the pen icon.
        2. Type the new file name.
        3. Click outside the file name field.
      7. Click Download to download the file to your computer.
      8. Click Save to Attachments to save the file to Plutora Test.
        Plutora Test can accept attachments up to 25 MB in size. If the video is larger, it cannot be saved as an attachment, but you can still download it.
  7. Add an attachment manually:
    1. Click the green cross button under Attachments.
      Green Cross Stryka
    2. Select a file and click Open.
      The attachment uploads and appears as a circular icon.
  8. Manage uploaded attachments:
    1. View an attachment:
      1. Click the view button.
        View Attachment
      2. Click the X in the top right corner to close the attachment.
    2. Download an attachment:
      1. Click the download button.
        Download Attachment
        Your attachment should start downloading immediately.
        Save the file to your hard drive if prompted.
    3. Delete an attachment:
      1. Click the delete button.
        Delete Attachment
  9. Click Manual Test. (Mandatory field.)
    For the Automated Test procedure, see Add And Edit Automated Test Cases And Test Steps.
  10. Type the Precondition. (In the future, this will be a drop down menu instead of a text field.)
  11. Type the Post Condition. (In the future, this will be a drop down menu instead of a text field.)
  12. Manage Requirement Association:
    Adding a Requirement to a Test Case shows that the Test Case fulfills the Requirement.
    Now Requirement ID appears next to Requirement Name and can be searched for and selected too.

    Requirement Association drop down menu Test Designer

    1. Add:
      1. Click the Requirements combo box.
      2. Type the first few letters of the Requirement ID or Requirement Name, then click to select it.
    2. Remove:
      1. Click the white X on the Requirement to remove it.
  13. Click to select a Priority button:
    • Low priority is 1.
    • High Priority is 5.
  14. Type the Environment. (In the future, this will be a drop down menu instead of a text field.)
  15. Click Show Right Panel to open the panel if it is closed.
    Test Case Sept 27 2017 show right panel
  16. Fill in the Test Designer Custom Fields.
    These are fields that administrators have added using Test Designer Custom Fields Customization. These fields will vary between each Plutora Test installation. Please consult your administrators for the procedure for filling in these fields.  

After opening or adding a Test Case, you can:

  1. Click Test Steps Editor tab.
  2. Manage Test Steps:
    Test Steps Editor tab March 2017

    1. Add a Test Step:
      1. Click + Add New Step
        Or
        Click the actions button Actions button three dots (three dots) and select:

        • Add a row above or
        • Add a row below.
      2. Click enter text under the Action column and type the action.
      3. Click enter text under the Expected Results column and type the expected results.
    2. Manage Test Step attachments:
      To manage attachments, users need the Attachment View / Download, Attachment Access, Attachment Create, and Attachment Delete user permissions

      1. Add an attachment:
        1. Click the green cross.Green Cross User Groups
        2. Select a file and click Open.
          The attachment will upload and appear as a round attachment image.
      2. View an attachment:
        1. Click the round attachment image.
        2. Click the X to close the attachment view pop up. Close
      3. Download an attachment:
        1. Click the round attachment image.
        2. Click the download button. Download
        3. Click the X to close the attachment view pop up. Close
      4. Delete an attachment:
        1. Click the round attachment image.
        2. Click the bin button. Bin
        3. Click the X to close the attachment view pop up. Close
    3. Edit a Test Step:
      1. Click a Test Step.
        The Action and Expected Results field become editable.
      2. Type the Action or Expected Results.
      3. Click outside the Action or Expected Results fields to save.
    4. Duplicate a Test Step:
      1. Click the actions button Actions button three dots (three dots) .
      2. Select Duplicate this row.
    5. Sort Test Steps:
      1. Left click and drag the Test Step by its sort handle. Sort handle hamburger
    6. Delete a Test Step:
      1. Click the actions button Actions button three dots (three dots) .
      2. Select Delete this row.

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