Create or manage test cases

Last updated: August 2026

Test cases are the foundation of your testing strategy in Katalon True Platform. This guide explains how to add test cases, manage their content, and link them to related artifacts.

Choose how to add test cases based on where they are maintained:

Method	Use it when
Create a test case manually	You want to define a test case directly in Katalon True Platform.
Import test cases from CSV	You maintain test cases in a spreadsheet or another test management tool.
Upload test cases in a ZIP file	You have a Katalon Studio project or .tc files and do not use a Git integration.
Sync test cases from a Git repository	You maintain test artifacts in a supported version control system.

Add test cases

Create test case manually

Use this workflow when you want to create a test case directly in Katalon True Platform and start organizing test steps, ownership, and metadata.

If you want to create automated test cases instead of executing the test manually, you can use Katalon AI Assistant in Katalon Studio to generate the automated test script, sync the project to Katalon True Platform, and then create an automated test run.

1. Navigate to your specific project's UI > Tests > Test Cases.
2. Click on the + Create button. Select Test Case.

3. Fill out the following information:

You want more custom fields?

• Account Admins can configure project-level custom fields in Admin Settings, and those fields become available after the test case is created—use the table below to fill out the built-in fields first.
• Learn more on how to set up Custom Field here.

Field	Requirement	Description
Name	Required	Input the label for your test case.
Automation Status	Required	Select the current stage of the test case in the automation lifecycle.
Priority	Required	Set the priority level (e.g., High, Medium, Low).
Assignee	Required	Select the person responsible for the test case.
Feature areas	Optional	Parts of the application this test covers.
Test types	Optional	Kind of testing (e.g., Functional, Regression).
Tags	Optional	Project-level labels (up to 50 characters, no special symbols) used to categorize test cases for filtering and analytics. Whatever you add here automatically syncs to linked Katalon Studio projects, so the same tags appear in both tools.
Description	Optional	Input details about your test case.
Precondition	Optional	List the prerequisites for your test case.
Location	Required	Select where you want to save your test case.

4. Click Create.

• Alternatively, click on "Save & Create Another" to immediately input information for an additional test case without navigating away from the current screen.

Try this with Katalon AI

You can also create test cases with Katalon AI Assistant by providing these details and asking the assistant to generate test cases. See Refine requirements and generate test cases for more details.

Import test cases

If you already maintain test cases outside Katalon True Platform, you can bring them in by importing a CSV file.

Things to Know Before Importing Test Cases:

• Names and paths must start with: Lowercase letters (a–z), numbers (1–9), or an underscore (_)
• Allowed characters within names and paths: Parentheses (), commas ,, periods ., hyphens -, and underscores _
• Please avoid the following:
  • Using .. (double periods) anywhere in the name or path
  • Ending a test case name with a period (.)
• We also recommend splitting your import file into smaller batches (around 500 test cases per file).

You can import test cases from a CSV file into Katalon True Platform. During import, all CSV values are automatically mapped to their corresponding Katalon True Platform fields, including any requirements linkages from your configured ALM integrations (e.g., Jira or Azure DevOps).

1. Navigate to your specific project's UI > Tests > Test Cases.
2. Click the + Create button, then choose Import Test Cases.

3. Upload your CSV file from your device and click Next.

4. Katalon True Platform will automatically map each field in your CSV file to a corresponding Katalon True Platform field. You can adjust these mappings if needed.

5. Review the mapped fields in the preview. When you're ready, click Import.

Upload test cases through ZIP upload

If you don’t use any Git-based integration to sync your repository, you can manually upload either a Katalon Studio project or a ZIP file containing .tc files to import test cases into a Local repository (ZIP Upload) in Katalon True Platform, including the original folder structure inside the ZIP file.

1. Click the + Create button and select Upload Repository.
2. On the Script Repositories page:
   • Enter a Name for the repository (required).
   • (Optional) Add a Description to help identify the repository.
3. In the Upload section, click Choose File and select a ZIP file that contains:
   • A full Katalon Studio project, or
   • One or more test case files (.tc).
4. Click Import to upload and create the repository.

Once the upload is completed, Katalon True Platform extracts the ZIP file and imports all supported test cases while preserving the original directory and folder hierarchy.

Sync test cases from a Git repository

If you use Git-based version control, you can connect your repository to Katalon True Platform to automatically sync test cases, test suites, and test suite collections. Once the integration is set up, your tests will be synced automatically.

To set up repository integration, see:

• GitHub integration
• GitLab integration
• Bitbucket integration
• Azure Repos integration

After successfully configuring your Git integration, Katalon True Platform will automatically sync your test artifacts from the connected repository.

Manage test cases

After you create, import, or sync a test case, you can manage its location and lifecycle, then add the steps that testers follow.

1. Select the test case name to open the Test Case Detail page.
2. Use the action buttons in the upper-right corner to perform one of the following actions:
   • Move: Move the test case to a different location.
   • Duplicate: Create a copy in the same location.
   • Delete: Remove the test case from your repository. Its result history is retained.

Add or edit test steps

Test steps describe what to do and what to expect. Each step can contain the following information:

• Description: The action to perform.
• Expected Results: The criteria for a successful outcome.
• Test Data: Any data needed for the step.

To add or edit test steps:

1. Select + New Step and enter the step details.
2. To modify an existing step, select the step number and choose an action:
   • Duplicate
   • Insert above
   • Insert below
   • Delete
3. Changes are saved automatically.

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When you select a test step field, the editor toolbar appears above the test steps. Use this toolbar to format content in the Description, Expected Results, and Test Data fields or attach files to a step. Attached images appear as thumbnails in the step, as shown in the test step editor above.

Format step content

The toolbar provides the following formatting options:

Option	Description	Shortcut
Bold	Emphasize text in bold.	Ctrl/Cmd + B
Italic	Emphasize text in italics.	Ctrl/Cmd + I
Underline	Underline text.	Ctrl/Cmd + U
Keyboard	Style text as a keyboard key, for example a shortcut a tester should press.	Ctrl/Cmd + Shift + K
Link	Insert a hyperlink with a URL and display text.	Ctrl/Cmd + K

note

Formatted step content is stored as Markdown, so it stays readable and consistent across the editing, execution, and detail views.

Attach files to a test step

You can attach screenshots, documents, or other evidence directly to a test step. Non-image files, such as PDFs, Word documents, and CSVs, appear as cards with content previews that you can open or download.

To attach files:

1. Select the test step, then select the Attach file (paperclip) icon in the editor toolbar.
2. Add one or more files by browsing your device, dragging and dropping them onto the step, or pasting an image from your clipboard.
3. Changes are saved automatically.

Item	Details
Image files	PNG, JPG, JPEG, GIF, WebP
Document files	PDF, DOCX, XLSX, CSV, TXT, MD
Maximum file size	20 MB per file
Maximum files	5 files per step

note

If a file exceeds 20 MB or its type isn't supported, the upload is blocked and an error message explains why. When a step already has 5 attachments, remove one before adding another.

Linkages

Once your test cases are in Katalon True Platform, use Linkages to associate them with requirements from ALM tools such as Jira or Azure DevOps, or with other test cases. These associations provide traceability between requirements and what is being tested directly from each test case.

Currently, you can link a test case to:

• Requirements
• Other Test Cases
• Defects
• ADO Test Cases

A test case can have multiple ADO Test Cases links. For Azure DevOps-specific prerequisites and steps, see Link Azure DevOps Test Plans cases.

Import linkages

If you’re importing test cases from CSV, you can also import their requirement linkages in the same file.

info

To link Requirements, Defects, or ADO Test Cases, first configure an ALM integration such as Jira or Azure DevOps (ADO).

When importing test cases from a CSV file, you can include a column that links each test case to a requirement in your ALM tool. If a cell is left blank, that test case won’t be linked to any requirement.

For example, if your ALM has an issue called DEF-60, and your imported CSV file includes a column that lists DEF-60 for a test case:

Result

Katalon True Platform will automatically link the imported test case to the corresponding issue.

In this case, the Verify Resources Page test case will be automatically linked to the issue DEF-60.

Add or remove linkages

After creating or importing test cases, you can add, remove, or correct their requirement linkages at any time.

1. Open the test case you want to update.

2. In the test case detail view, go to the Linkages panel.

3. You can do the following:

   • To add a linkage, click Click to link..., then search for and select the requirement(s) from your connected ALM tool.
   • To remove a linkage, click the Unlink icon next to the linked issue. Changes are applied automatically.

4. Click Link to apply your changes.