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Step Groups

Step Groups let you save a set of steps together as a reusable group. Instead of adding the same steps to every test case manually, you create a group once and reuse it across multiple test cases.

Step Groups listStep Groups list

Click Step Groups under Advanced in the left sidebar. The list shows:

Name - The name of the step group. Click to open it.

Updated By - Who last edited the step group.

Updated Date - When the step group was last changed.

Actions - Delete the step group.

How to create a Step Group from the Step Groups pageHow to create a Step Group from the Step Groups page

  1. Click + Create Step Group

    Go to Advanced - Step Groups and click the + Create Step Group button. A new step group opens with the name Untitled Step Group and a success message saying "Step group created".

  2. Name the step group

    Click directly on Untitled Step Group at the top to rename it. Type a clear name and press Enter.

  3. Add a description (optional)

    Click Add a description to add a short note about what this group does.

  4. Set step group details (optional)

    On the right side panel you can set:

Type - Categorize the step group.

Priority - Set the importance of this step group.

Environment - Specify which environment this step group applies to.

  1. Add steps

    Click + Add Step Manually in the center of the page. A step input row appears. Type or search for the step type you want and click Create to add it. Repeat for each step you want in the group.

  2. Manage steps

    Once steps are added you can:

Delete steps - Select steps using the checkboxes on the left and click the red Delete button.

Reorder steps - Click the Reorder button to drag and drop steps into a different order.

How to create a Step Group from a test caseHow to create a Step Group from a test case

You can also create a step group directly from inside a test case by selecting existing steps.

  1. Open a test case

    Go to Test Cases and open any test case that has steps.

  2. Select steps

    Use the checkboxes on the left of each step to select the steps you want to include in the group.

  3. Click + Create Group

    Click the + Create Group button that appears at the top of the steps list. A Create Step Group popup appears showing how many steps will be included.

  4. Choose group type

    In the popup select one of two options:

Create Group - Creates a new step group from the selected steps and saves it to the Step Groups list. The steps in the test case remain as they are.

Create and Use Group - Creates a new step group and immediately replaces the selected steps in the test case with a reference to the group.

  1. Enter a group name

    Type a name in the Group Name field. Default is Untitled Case Group.

  2. Click Create Group

    Click Create Group. The group is saved and appears in the Step Groups list.

Create and Use Group from clone popupCreate and Use Group from clone popup

When cloning a test case you can also select Create and Use Group from the Clone Type options. This creates a step group from the test case steps and links it immediately.

When to use Step Groups

Use step groups when you have a set of steps that repeat across many test cases - for example a login flow or a navigation sequence. Create the group once and reuse it instead of duplicating steps everywhere.