Shared Steps

Shared Steps are steps that are shared between multiple tests within a certain Project. Some of the step types are shared steps by default (i.e. you will not need to configure them as shared steps). The shared steps will be available for other users creating other tests.
The following tables list which predefined steps are shareable without the need to group them with other steps:

Validations

Validations	Documentation
Add custom validation	Add custom validations and actions
Add CLI validation	Adding a CLI step
Validate download	Adding a Validate download validation step
Validate email	Validate email
Validate API	API Validation
Add network validation	Add network validation

Wait for

Wait For	Documentation
Add custom wait for	Custom Wait for
Add CLI wait for	Adding a CLI step
Wait for download	Wait for Download

Actions

Actions	Documentation
Add custom action	Add custom validations and actions
Add CLI action	Adding a CLI step
Add API action	API Action

Creating a New Shared Step

You can define a step as a Shared Step when adding it to a test. This applies to the steps that are shareable, as listed above.

→To add a shared step:

1. Hover over the (arrow symbol) where you want to add the step.

2. Click on the "M" (Testim predefined steps).

3. Select a relevant step from the list of Predefined steps.

4. In the Add Step dialog, select the Shared step checkbox.



5. If you want to place the Shared Step in a folder other than the Root folder, under Select shared step folder, click the field and select one of the existing folders or click the Add Folder icon and name the new folder. Click Select to finish.

Turning an Existing Step into a Shared Step

When a step ,that can be a shared step, is added as regular step, you always have the option to transform it into a Shared Step.

→To turn an existing step into a shared step:

1. On a regular step that can be a shared step, click the Show Properties button.



2. On the Properties pane, click the Shared Step link.

Reusing a Shared Step

When creating a test, you can access the list of previously created shared steps.

→To reuse a shared step:

1. Hover over the (arrow symbol) where you want to add the step.
   

The action options are displayed.

2. Click on the "M" (Testim predefined steps).
   

The Predefined steps menu opens.

3. Click on the Shared Steps tab.
   

The list of steps is displayed.

4. Click on a desired shared step to add it to the test.

5. Click the Properties (:fa-cog:) icon to modify its properties.