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Using the Jira create/edit issue dialogImage Removed

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Using the Inline Edit directly on the Test issueImage Removed

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View Mode

There are two view modes (or field layouts) for the fields inside the steps:

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This mode can be used whenever users have more horizontal available space. This way, viewing or editing each step might feel more natural because it uses less vertical space and the step fields are all in the user's field of view.


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List View displays all step fields vertically inside the step. This view compromises the overview of all steps fields in a row in order to maximize horizontal space for each field. In smaller screens, especially if there is a lot of text within the fields, this view is more indicated for readability.


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Collapse/Expand Steps

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You can also collapse or expand all the steps at once. For this, Xray provides Expand and Collapse icons on the Test Steps action bar located at the top of the steps.

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Info

When selecting the Expand All or Collapse All buttons, a new preference is saved in the user profile. The next time the user enters a Test issue, the last mode (either collapsed or expanded) is applied automatically.

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If there are no steps created, the "+ Add Step" button is positioned within the empty state component. Otherwise, a dedicated "+ Add Step" button is provided on the top and bottom of the steps component so that it is easier to access depending on the user viewport. Pressing this button will create a new step placeholder component always at the end of the list, and the focus is changed for the new step. 

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After filling all the desired fields press Add to save the changes or Cancel for canceling the creation of a new step.

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Hovering in-between steps will reveal the Add Step button in order to create a new step in that position. Pressing the button will open the create step component in that position.

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After filling all the desired fields press Add to save the changes or Cancel to cancel the creation of a new step.

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To delete attachments, you can just click the Bin button that appears when hovering over existing attachments. After clicking the button, you will be prompted with a confirmation message to remove the attachment or not.

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Copy to clipboard

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In order to open the Steps Dialog view, you can click on the "View/Edit in Dialog" button located at the top of the steps, or press the dedicated action button "Open in Dialog" within each step. Opening the Steps dialog from the step actions will focus the step automatically on the steps list within the dialog.

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steps list within the dialog.

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Search Steps

It's possible to search for steps containing a specific text using the search bar.
When text is introduced into the search bar, it will enter into an active search state and only the steps that include that text in any of its fields will be displayed. The search is case insensitive.
The steps displayed in the search results will be automatically expanded.

The results will include:

  • text match on active fields, except Toggle fields
  • text match with step attachment names

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An active search can also be identified by the search results overview, at the top of the steps list, indicating how many steps are being showed from the total of steps available.

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In an active search state, the following step actions are disabled:

  • Create new Step
  • Rerank Step
  • Clone Step

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An active search can be dismissed to return to the normal test steps view by clicking the "x" icon in the search bar.

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The search feature is also available in the Test Steps Dialog

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Import Steps

Test Steps can be imported from sources such as:

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In order to import steps, press the Import button located at the top of the test steps, in the actions bar. A dropdown list with all the import options will appear:

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Choose the desired option.

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Manual Test Steps can be exported to CSV by clicking the “Export > To CSV” button located above the steps.

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After clicking the action button, the following dialog will pop up.

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Hence, if you need to include the Test Steps when using the native Jira export actions for the Test issues, please include this custom field on the screen. The Manual Test Steps custom field does not present any relevant information regarding the Test Steps when it is included on the issue view. A "Printable Field" label is displayed instead, indicating that the custom field is on the screen and will provide the Tese Steps when exported to XML, Word, or Printable formats.

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For more information about exporting manual Tests in bulk, please visit Export Tests using JIRA built-in features.

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