Importing and Round-Trip Editing of Test Cases with Test Steps in Excel
Round-Trip Editing of Test Cases with Test Steps
During the round-trip Excel export, the test cases generate an Excel file containing all important fields for the test cases. These fields include:
• Test Case Name
• Test Case Description
• Pre-Action
• Post-Action
• Test Steps Action
• Test Steps Expected result
• Test Steps Expected result
• Test Steps Critical
• Test Parameters
The export generates a basic format where each step for each test case appears in a new row. Since each step property is in its own cell, these steps are easy to update in Excel.
Here is an example showing the Excel export of the test case steps:
Importing a Test Case Export
When importing the round-trip Excel export, back into Codebeamer,submit the Excel export file containing your changes and follow the import screen instructions. Changes in the spreadsheet are automatically written back to the original test case and its steps.
How to Update a Test Step
Changing the Action or Expected result field of a test step, this can be done by modifying that cell in the Excel export file and importing it back into Codebeamer. This test step will be updated after importing.
How to Add a New Test Step to a Test Case
To add a new test step to a test case, create a new row in the Excel sheet where you want the new test step and enter its properties. That new test step will be automatically inserted into the steps table during the import. You can add the step anywhere in the middle of the steps order or at the end.
How to Delete a Test Step
You can also delete a test step by deleting its row in the Excel sheet. The test step will disappear after import.
Adding a New Test Case with Test Steps
You can also add a new test case with test steps in the Excel sheet. Add new rows to the Excel sheet. Fill in the Name and Description fields and add as many test steps as needed in separate rows. Ensure that the ID column of the new Test Case is empty so that it is recognized as a new Test Case during import.
Adding Images to Test Cases and Test Steps in Excel
Images can be added to Excel cells. These images will be added to the created work items as attachments. They will also appear in the generated wiki markup as images.
You can also add images to test steps in the Excel sheet. These images will appear in the test step in Codebeamer after importing.
For more information about importing images from Excel see: Importing Data from Excel to Codebeamer
Special Handling of Reference/Reused Test Steps
Test steps can reuse test steps from other test cases. For more information, see:A detailed description of this is here
In round-trip exports, for test cases containing steps with reuse, either by reusing other steps or by having steps that are themselves reused by other steps, those steps have the same background colors in Excel as they do in Codebeamer as shown in the following image:
Importing New Test Cases or Importing Existing Test Cases as New
When you want to import and create new test cases from an export that was created using the round-trip export, remove the mapping of the ID field during import. This is how:
Import Test Cases from Microsoft Word
You can also import tables from Microsoft Word. A similarly structured test case table with steps appears in a Word document can be imported into Codebeamer and the contents will be added as test cases and test steps.
 | When multiple test steps are present and the ID column is not mapped, Codebeamer merges multiple Excel rows and imports them into a single tracker item if they have the same summary or the same summary and description. For more details, refer to Handling Multiple-Choice Fields During Excel Import When ID Is Not
Mapped. |
 | The Word export feature in Codebeamer has built in support for exporting test cases and test runs using specialized templates. The Word templates on the wiki pages below are obsolete, just use the default templates as base of your customizations. These templates are in the $CB_HOME/ tomcat/webapps/cb/docxtemplates/ directory: Test-cases-template.docx: used for Test Case's export: which includes Test Steps and Pre- and Post- actions Test-runs-template.docx: used for Test Run's export: which includes Test Runs' results and steps' results and also reported bugs. For more information, see Word and Excel Templates. |