Manage test steps

This task is part of a higher-level task, Run a manual test.

You can view the test steps in the Steps sidebar or in Subtitles mode and set their status.

View steps from the sidebar

The Steps sidebar displays all the step information and enables all of the functionality of marking, modifying, and adding attachment to steps, as well as opening defects.

Click the Expand/Collapse button to expand or collapse a step. You can also double click a step heading to collapse a step.
By default, the Step Display area is set to Auto Expand, so that clicking on a step heading expands that step. When Auto Expand is not selected, double clicking on the step heading expands the step.
When you start a run, the Step Display Area displays the first step expanded. If you switch between runs, the last step you marked is expanded.
When you set the status of a step to Passed, the Step Display Area automatically advances to the next step in the test.

For more details, see Steps sidebar.

View steps in Subtitles mode

Subtitles mode displays the description of each step as a subtitle on your screen, and enables you to mark the step's status and add attachments to steps.

Click Steps sidebar > Show Subtitles button to view the steps in subtitles mode.
When you start a run, the subtitle displays the first step. If you switch between runs, the last step you marked is displayed.
When you set the status of a step to Passed, the subtitle automatically advances to the next step in the test.
You can modify the appearance of the subtitles as described in the Subtitles Settings dialog box.
You can use hotkeys to mark a step's status, navigate steps, and perform other functions in subtitles mode. For details, see Hot keys.

For more details, see Subtitles toolbar.

Set the step status

You can manually set the status of each test step from the Steps sidebar, Subtitles toolbar, or Run Setup area.

Select one or more steps using the standard multiple selection methods (multiple selection applies only to the Sidebar and Steps display area).
Click the relevant status button, such as Pass or Fail . The default status is No Run .

Edit steps

The following table describes how to edit and add a screen capture to the Actual Result of a step.

Tool	Description
Steps sidebar	Click the Actual Result button to edit or add a screen capture to the actual results of a step. For details, see Actual Result dialog box.
Subtitles toolbar	Click the Actual Result button to edit or add a screen capture to the actual results of a step. For details, see Actual Result dialog box.
Annotation workspace	In the Tools sidebar click the Annotation Workspace button. In Annotation mode, click the Save to Actual Result button to add an annotated screen capture of your application to the actual results of a step. For details, see Annotation Tools sidebar.

Tip: Click the Steps sidebar > Edit Step button to edit the name, description, or expected result of a step in your test. For more details, see Edit Steps dialog box.

Add attachments

You can add attachments to any of the steps in your test. For example, you can add a requirement document to enable you to track your test's compliance.

To add an attachment, click the Steps sidebar > Attachments button . For more details, see Run Attachments dialog box.

The following table describes the user interface elements.

UI Element	Description
	Add Attachment. Enables you to browse for a file and add it as an attachment.
	Open Attachment. Opens the selected attachment in the default program for the attachment's file type.
	Remove Attachment. Removes the selected attachment.

Add or delete steps

Use the Steps sidebar buttons to add or remove steps.

To add a step to your test, click the down-arrow next to the Steps sidebar > Edit Step button and select Insert Beforeor Insert After.
To remove a step from your test, click the down-arrow next to the Steps sidebar > Edit Step button and select Delete.

For more details, see Edit Steps dialog box.