Create and delete test cases

As part of your testing journey, you'll create and store test cases in the Test Design tab. A test case should cover a specific scenario that needs testing, the steps needed to perform a test run, and the expected results of the test run.

You can create a test case in either of the following ways:

• Manually create a test case from scratch in the Test Design tab.

• Generate a test case from an existing requirement in the Requirements tab with our AI test case creation tool.

Manually create a test case

To start testing your software, first you need to create a test case that defines what, where, and how to test.

Note that you can edit existing test cases at any point.

To create a test case, follow these steps:

1. Optionally, select the module you want to add the test case to from the left panel.

   Note that you don't have to perform this step, but we recommend that you create at least one project module when you organize your test cases. If you organize your test cases into a nested folder structure with modules, they'll be much easier to find later.

2. Select the New test case icon in the toolbar to create a new test case.

3. Enter a unique title for the new test case.

4. Enter any additional information for the test case, such as a Description and who the case is Assigned To.

   Note that the Status, Type, Version, and Priority fields are automatically populated by qTest Manager, but you can edit the information in these fields as needed.

   If you want to create custom fields or modify existing test case fields in a project, see Field Settings. If you want to create custom fields that can apply across your qTest instance and be used in Insights reports, see Site Fields.

   You may also want to notify any users you add to an object. Learn how to configure email notifications in Notification Settings.

5. Select Save to save your changes. You can only save test cases up to 9.5MB.

Once you've created a test case, you can drag and drop it in the left navigation panel to organize it.

Enter test steps for a test case

Each test case should contain test steps that define which actions the testers need to perform during a test run. A test step defines a planned action performed by the user, alongside an expected result from the software you're testing.

To create your test steps, go to the Test Steps section at the bottom of the test case and follow these instructions:

1. Optionally, add any preconditions you may have for this test case, select the field in the Step Description column to add a description for step 0.

2. For step 1, enter the Step Description and Expected Result.

   You can also create parameters to call in your test steps. Use parameters to capture recurring information between tests, such as usernames and passwords that you use when testing. For more information on calling parameters, see Call a Parameter in a Test Case.

3. Optionally, select to add an attachment to the test step.

   In the following Attachments dialog, select a file to upload, take a screenshot, or drag and drop a file to add an attachment.

4. Optionally, add your desired information to any custom fields you've set up to record specific testing information in your steps.

   You can add up to two custom fields to your tests steps. To learn how, see Site fields.

5. Select Add to create the next test step.

6. Repeat steps 2-5 to add as many test steps as you need.

7. After you're finished adding test steps, select Save. You can only save test cases up to 9.5MB.

Add an attachment to a test case

To add more context to your test case, you can attach files. For example, you can add a screenshot of the location where you're testing.

To add an attachment to your test case, follow these steps:

1. In Test Design, open the test case you want to add an attachment to.

2. Go to the Attachments tab.

3. On the right side of the Attachments tab, you can add attachments with any of the following options:

   • Select Upload Files to browse for and select a file to upload from your computer.

   • Take a screenshot with a third-party program and use Ctrl+V to paste the file from your clipboard.

   • Drag and drop a file to the Drag and drop file here (Maximum Size 50MB) section to add the file as an attachment.

4. After you upload the file, select Save. You can only save test cases up to 9.5MB.

Delete a test case

Maybe you've created duplicates, or maybe you've decided that a particular scenario doesn't need testing. Don't worry, you can delete test cases at any point.

Deleting a test case removes any test steps that contained the deleted test case as a called test case, as well as any test runs created from the deleted test case.

Attached requirements don't change, but any record of their link to the deleted test case is removed.

To delete a test case, follow these steps:

1. In Test Design, select the test case you want to delete from the tree panel.

2. Right-click the test case, and then select Delete from the menu.

   The test case is deleted.

Note that you can restore deleted test cases from the qTest Manager 101.

You can't modify or delete test cases that are linked to objects in Tosca.

What's next

Still editing your test case? You may want to learn how to attach requirements, or how to save time when you reuse test cases you've already created.

Ready to start testing? Once you've prepared your test case, it's time to create test runs in the Test Execution tab, where you can start your testing and log execution results.