Steps tab (Plan mode)

This Steps tab displays the steps in your test or component and enables you to edit, move, and delete steps. You can also add attachments, calls to external OpenText Application Quality Management tests, and screen captures.


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The Steps tab contains a ribbon and a grid representation of the steps.

  • Right-click the column header area to select which columns to display.

  • Parameters in steps are represented by <<<parameter name>>>. If a parameter was deleted from the Parameters list, it is displayed as <parameter name>.

Steps Tab - Ribbon

The Ribbon contains the Step, Font, Paragraph, and Find sections.

Step Section

The Steps tab lets you manage the test's or component's steps. The following table describes the user interface elements:

UI Elements

Description

Add Step

Adds a new step to the steps grid.

Drop-down options:

  • After Current Step (Default) (Alt+N)

  • Before Current Step (Shift+Alt+N)

  • After All Steps (Ctrl+Alt+N)

Steps Capture

Starts a Steps Capture session, in which you navigate your application and perform user actions as you would in a regular run session. Sprinter captures each user action, converts it to a step, and adds it after the selected step in the steps grid.

For details on the functionality available with a Steps Capture session, see Captured Steps sidebar.

Import Steps

Enables you to import steps from an Excel or CSV file.

The imported file should comply with the following guidelines:

  • The table must be located in the workbook's first sheet.

  • The steps must be declared in a table structure, with the headers on the top and the step data beneath them.

  • The table's headers must match the columns in the Steps pane. For CSV files, make sure the header row is separated from the data row with a character defined as a common separator in the machine's locale.

  • The standard columns (Name, Description, Expected Result) can have either an English or local language title.

  • When importing steps from a CSV file in a non-English operating system in which the separator is not a comma, all data appears in a single column. For example, in German Windows 7, the default separator, a semicolon, is ignored.
    Workaround: Change the default separator in your locale to a comma. Select Control Panel > Regional and Language > Additional Settings. Change the List separator value to a comma.

  • User defined (UDF) column names should be identical to the field's label in OpenText Application Quality Management Customization.

Call to Test

Opens the Calling external tests, which enables you to insert a call to an external OpenText Application Quality Management test as a step in your test. When you run your test, the steps of the external test are displayed in the Steps sidebar.

Note: You can only insert calls to manual tests. This is only available if you log in using OpenText Application Quality Management.

Attach

Add Attachment. Adds a file as an attachment to the selected step (tests only) or a screen capture.

  • When you select Attach > Screen Capture, the Capture sidebar opens. Use the Attach dropdown to copy or remove screenshots.
  • When you select Attach > Add Attachment, the Open dialog prompts you to select a file. To remove the attachment, click the Delete button in the Attachment column.

Cut/Copy/Paste Allows you to use cut, copy, and paste steps.

Move Step Up/Down. Moves the selected step up or down the steps grid.

Delete Step. Deletes the selected step.

Insert Parameter. Opens the Insert Parameter dialog box, which enables you to insert a parameter at the cursor's location in the Description or Expected Results fields.

Font Section

The ribbon's Font section lets you format text in fields using rich-text capabilities, such as Description and Expected Result, or user-defined fields of Memo type. It includes the following standard controls:

  • Select a Font

  • Set the Font Size

  • Increase/Decrease Font Size

  • Set the Text Highlight Color

  • Set the Text Color

  • Set Text Decoration: Bold/Italic/Underline

  • Remove Text Formatting

Paragraph Section

The ribbon's Paragraph section lets you set the paragraph properties to text in the Description and Expected Result fields. It includes the following standard controls:

  • Create Bulleted Entries

  • Create Numbered Entries

  • Indent Right/Left

  • Align Text Left/Center/Right/Justify

Find Section

The ribbon's Find section lets you search the text associated with the steps. The following table describes the user interface elements:

UI Elements

Description

<search text>

The text to find in the search in the steps. You can search for text in the Name, Description or Expected Results fields, or in any user-defined field.

Search Down/Up. Allows you to choose the direction of the search.

Match whole word

Instructs the search engine to find a whole word.

Steps Tab - Steps Grid

The Steps grid shows the tests or components in a grid representation. The following table describes the user interface elements (unlabeled elements are shown in angle brackets):

UI Elements

Description

Screen Capture. Indicates whether a screen capture is attached to the selected step. The Screen Capture icon indicates that a screen capture exists.

Name

The name of the step.

Default value (for new steps): Step <NUMBER>

Description

A textual description of the step.

Tip: This field supports rich-text.

Expected Result

The expected result of the step.

Tip: This field supports rich-text.

<user-defined fields>

(Optional) If your OpenText Application Quality Management project has user-defined fields, they are displayed in the steps grid by their logical names. A red asterisk in the header of a user-defined field, indicates that the field is mandatory—you must provide a value.

Attachments

The list of files that are attached to the step (tests only).

<Context menu (right-click) options> - editable text columns

The following options are available when you right-click editable text in the steps grid:

  • Cut

  • Copy

  • Paste

See also: