Applies to Zephyr Scale Server/Data Center 8.0, last modified on November 24, 2020

This topic describes the most common actions you’ll perform when working with test cases.

Clone a test case

Cloning a test case keeps scripts intact and clears all test results, comments, attachments, and defects.

Simply select any number of test cases you want to clone, then click More > Clone.

The 'Tests' view screen

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New test cases appear in the test-case list with "(cloned)" in the title. You can click/open a test case to rename it.

Archive test cases

Unused test cases can clog up the test library, so you can archive those you aren’t currently using to clean up the space. Archiving removes unwanted test cases from the test library without permanently deleting the testing data.

Note: Archived test cases can be moved back into the active test library at any time.

To archive unused test cases, select the test cases you want to move to the archive, then click Archive.

The 'Archive' button

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Confirm you want to archive when prompted, and the test cases move out of the test library and into the archive.

You can access archived test cases by clicking Archived Test Cases at the bottom of the Folders panel.

The 'Archived test cases' link

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Unarchive test cases

You can move archived test cases back to the test library at any time.

Simply click Archived Test Cases while in the Tests view to access the archive, select the test cases you want to move to the test library, then click Unarchive.

The 'Unarchive' button

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Confirm you want to unarchive when prompted, and the test cases move back into the test library.

Delete a test case

To keep your test library clean and tidy, you can delete old or unnecessary test cases. In order to delete a test case, you must first archive it from the test library.

Important info before you begin:

  • To delete test cases, you’ll need the Delete permission. To change the setting, go to your project’s Settings, then Test Management > Permissions > Test Cases.

  • You cannot delete test cases that are part of a test cycle or have other dependencies like being used in another test case through call-to-test.

  • You can only delete one page of test cases at a time. This is to limit the impact of the action on your Zephyr Scale instance.

Steps to follow
  1. In the test library, go to the Archived test cases section.

  2. Select the test cases that you’d like to delete (max one page at a time), and click Delete:

    Delete a test case

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  3. Zephyr Scale will analyze dependencies and will report if this or that test case cannot be deleted:

    Deleting test cases: Message on found dependencies

    If a test case cannot be deleted, you will need to remove it from a test cycle, or stop using it (through call-to-test) in another test case.

    If your test cases don’t have any dependencies, you’ll see a message like this:

    Deleting test cases: Success message

    Click Next to continue.

  4. On the next step, Zephyr Scale will show the number of test cases to be deleted, and will ask your confirmation for this. Click Delete:

    Deleting test cases: Confirmation
  5. The deletion may take some time depending on the number of test cases selected. Zephyr Scale needs to run additional checks and to remove all the data related to a test case.

    You can keep the page open to monitor the deletion process, or close the page (in this case, the deletion will continue in the background). If the page is open, you can cancel the deletion at any time by clicking Abort.

  6. Once the deletion is over, you’ll see a message showing you the number of test cases that have been successfully deleted, and those that have been skipped.

    Deleting test cases: Last step

Export test cases

You can export test cases to XLS or to XML.

  1. In the Tests view, select the test cases you want to export.

  2. Click More > Export to XLS.

    – OR– 

    Click More > Export to XML.

    The file downloads to your default location.

Example XLS file:

The XLS file

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Example XML file:

The XML file

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Create a test cycle from the Tests view

You can create a test cycle from the Cycles view, or you can follow these steps to create a cycle from the Tests view.

A test cycle is a set of test cases that are grouped to achieve specific testing goals. Test cycles can be assigned to specific testers and test environments, and they offer a comprehensive overview of coordinated testing efforts.

  1. Navigate to the Tests view.

    The 'Tests' view button

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  2. Select the test cases you want to group into a test cycle.

  3. Click Create Test Cycle.
    The Create Test Cycle page opens.

  4. Follow the instructions in the latter half of Creating a Test Cycle that refer to adding information to the Details, Traceability, and History tabs.

Create test cases in bulk

  1. Click the Tests view.

  2. Select the folder to which you want the new test cases added, or select All Test Cases if you don’t want to add the new test cases to a specific folder.

  3. Click the ellipses (. . .), then click Create Test Cases in Bulk.

    The 'Create Test Cases in Bulk' option

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    The Create Test Cases in Bulk window appears.

  4. Follow the instructions in the window, and enter one test-case name per line. Fill out the common fields and create any labels you want the test cases to share.

    The 'Create Test Cases in Bulk' screen

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  5. Click Create.
    The new test cases generate and appear in the location you selected in Step 2.

Edit test cases in bulk

  1. Click the Tests view.

  2. Select the folder that contains all of the test cases you want to bulk edit. If the test cases aren’t all in the same folder, select All Test Cases.

  3. Select each of the test cases you want to edit in bulk.

  4. Click More, then click Edit in Bulk.

    The 'More' dropdown

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    The Edit Test Cases in Bulk window appears.

  5. Select each field you want to edit in bulk, and update or remove the value.
    Any change you make will be applied to each of the test cases you have selected in Step 3.

  6. Click Confirm.

    The Update Test Cases confirmation message appears.

    The 'Update Test Cases' message
  7. Click Confirm to complete the bulk-edit process.

See Also

How to Create a Test Case
Managing Test Cases From a Jira Issue

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