#Shared Steps Overview - Test Case Configuration

Shared Steps allow you to create reusable test steps that can be inserted into multiple test cases. Instead of rewriting the same steps repeatedly, you can create a shared step once and reuse it across your test cases, ensuring consistency and reducing maintenance effort.

#Core Concepts

#Workspace vs Project Shared Steps

Workspace Shared Steps:

• Available across all projects in the workspace (or selected projects)
• Can be used by any project within the workspace
• Managed at the workspace level
• Ideal for common test procedures used across multiple projects

Project Shared Steps:

• Available only within a specific project
• Scoped to that project’s test cases
• Ideal for project-specific test procedures

#Benefits of Shared Steps

• Consistency: Ensure the same steps are used across multiple test cases
• Maintainability: Update a shared step once, and all test cases using it are automatically updated
• Efficiency: Save time by reusing common test procedures
• Standardization: Enforce standard testing procedures across teams

#Accessing Shared Steps

#To access Shared Steps:

1. Navigate to the workspace or project.

2. In the sidebar, click on “Shared Steps” or navigate to:

   • Workspace: /workspace/:workspaceId/shared-steps
   • Project: /workspace/:workspaceId/project/:projectId/shared-steps

3. As a result, you’ll see the Shared Steps page with a list of all available shared steps.

#Shared Step Properties

Each shared step has the following properties:

• Shared Step ID: Unique identifier automatically assigned
• Name: User-defined name
• Description: Optional details about the shared step
• Project Scope: “all” or “selected” (workspace only)
• Projects: List of project IDs (if scope is “selected”)
• Steps: Array of steps, each with:
  • Step ID
  • Step description (JSON and HTML)
  • Expected output (JSON and HTML)
• Files: Attached files and images
• Usages: Test cases using this shared step
• Created Date: When the shared step was created
• Updated Date: When the shared step was last modified

#Permissions

Access to shared step management features depends on your role:

• Workspace Owner: Full access to all features
• Administrator: Can create, edit, and delete shared steps
• Workspace Manager: Can create and edit shared steps
• Team Member: Can view shared steps and use them in test cases
• Viewer: Read-only access

#Next Steps

• Learn how to View and Filter Shared Steps to find and organize steps
• Explore Creating Shared Steps to add new shared steps
• Check out Managing Shared Steps to edit and delete steps
• Review Using Shared Steps for usage in test cases