#How to Create Shared Steps - Configuration Guide

You can create new shared steps if you have the appropriate permissions.

#To create a shared step:

1. On the Shared Steps page, click the “Create Step” button in the header.

2. A modal “Create Shared Step” will appear. Fill in the following sections:

   Step Information:

   • Name: Enter a descriptive name for the shared step (e.g., “User Login”, “API Authentication”, “Database Connection”). This field is required.
   • Description: (Optional) Add a brief description explaining what the shared step does and when to use it.

   Project Scope (workspace only):

   • Select “All Projects” to make the step available to all projects in the workspace
   • Select “Selected Projects” to limit availability to specific projects
   • If “Selected Projects” is chosen, use the multi-select dropdown to choose which projects can use this shared step

   Steps:

   • Click “Add First Step” or “Add Another Step” to add steps to the shared step
   • Each step consists of:
     • Step Description: What action to perform (e.g., “Navigate to login page”, “Enter username”)
     • Expected Output: What result is expected (e.g., “Login page is displayed”, “Username field is populated”)
   • Use the rich text editor to format step descriptions and expected outputs
   • Add images, files, or parameters to steps as needed
   • Drag and drop steps to reorder them
   • Use the step actions menu to:
     • Duplicate a step
     • Insert a step above or below
     • Delete a step

3. Click “Create Shared Step” to create the shared step.

4. As a result, the new shared step is created and appears in the shared steps list.

#Step Fields:

• Name: Required, must be unique within the workspace/project
• Description: Optional, helps others understand when to use this shared step
• Project Scope (workspace only): Determines which projects can use this shared step
• Steps: One or more test steps, each with a description and expected output

#Adding Steps:

1. Click “Add First Step” or “Add Another Step”
2. Enter the step description in the left editor
3. Enter the expected output in the right editor
4. Optionally add files or images to the step
5. Use parameters by typing \{\{PARAMETER_NAME\}\} in the step description or expected output
6. Drag steps to reorder them
7. Use step actions (duplicate, insert above/below, delete) as needed