Export tests

You can export selected tests, along with their design steps, to Excel. This makes it easier for you to view and batch update test design steps in Excel.

Note the following limitations:

  • Images and attachments in the tests or design steps are not exported.

  • Called tests in design steps are displayed as plain text.

  • Formatting in rich text fields are not reserved.

To export tests with design steps:

  1. Open the Test Plan module in Test Plan Tree view.

  2. From the test plan tree, select the tests you want to export and select Export Tests. To export all tests under a test folder, select the folder, and select Export Tests.

    Note:  

    • You can export up to 5,000 records to Excel, with each test and design step counted as an individual record.

    • You cannot export tests in the Recycle Bin or Unattached folder to Excel.

  3. Select whether to use a custom template or to export without a template.

    Option Details
    Without Template

    Exports all test fields and design step fields to which you have the view permission. If some fields are hidden using Data Hiding, they are not exported.

    This is the default option, and also the recommended option if you export tests to Excel for the first time. You can work on the exported file to create your template by removing the columns you do not want to export.
    Custom Template

    Enables you to select an Excel file as a template and export only the fields that are included in the template.

    • To use a template, click Upload Custom Template.

    • To stop using a custom template, click Remove.

    • Click Re-upload to upload a new template.

    Note: When creating your template, make sure to:

    • Leave the first row for test fields and design step fields.

    • Avoid empty columns before any field you want to export, otherwise, fields after the first empty column are not exported.

  4. Click Export. Wait until the export completes.

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