Define test cases in Documents

Polarion's LiveDoc Documents (Documents) are often preferred for defining test cases by teams who are accustomed to work with document-based test case specifications. Content in Documents can be marked as Work Items of the Test Case type. They can then be tracked and managed with project workflow, yet still appear as content in a document.

When you create a Document for specifying test cases, be sure to select Test Case as the Work Item type the new Document should contain. If you accidentally select a different type or you want to have multiple Work Item types in the Document, you can configure the Document after it is created.

To learn all about how to work with Documents, review Documents and Pages Topic.

Tip:

Projects can be configured by an administrator to include a table of manual test steps in Work Items of the Test Case type. When Test Steps support is enabled, discrete test steps can be defined in this special Test Steps field. The results of individual test steps can then be logged when testers execute manual tests.

When configured this way, the Document's Work Item presentation displays the Test Steps table in Work Items. Rows can be added to the table using the Add Row button, which appears when the cursor is located inside the test steps table when the Description field is in Edit mode.

If you do not see the Test Steps in Test Case items in a Document, it is possible that another user changed the Work Item presentation to some setting that does not display test steps. To show the Test Steps table in Document-based Work Items, you can set the Document's Work Item Presentation. Click the drop-down control beside the Work Item icon in the Document Editor toolbar, and on the menu choose Configure. In the dialog box, select one of the options that includes Test Steps.

For more information, see Executing a Test Run and Enabling Manual Test Steps.

Export test Documents to Microsoft Word

You can use the Round-trip for Microsoft Word feature to export test specification Documents to Word for review, comment, and collaboration. For more information, see Share Documents Using Word Round-trip.

You should note the following when exporting test specification Documents containing Test Steps in Test Cases:

  • A Document that is configured to show Title, Description, and Test Steps, or Title and Test Steps can be exported for Review, Prioritization, or Collaboration.

  • When exported for Review or Prioritization, the Test Steps can be commented. Comments are written to the Description field upon re-import to Polarion.

  • The content of test steps cannot be edited in the exported file.