Manage test cases
After you create, import, or sync a test case, you can manage its lifecycle, metadata, linkages, and test steps from the test case detail page.
- In Tests > Test Cases, select a test case.
- The test case opens on the General tab. The breadcrumb shows the project, repository, folder path, and test case ID.
- Use the controls in the upper-right corner to manage the test case:
- Publish: Publish the current test case version.
- Run with AI: Run or analyze the test case with Katalon AI.
- Actions menu: Access additional actions, such as moving, duplicating, or deleting the test case.
The detail page includes the following tabs:
- General: Edit the description, precondition, test steps, and test case metadata.
- Linkages: View and manage linked requirements, defects, ADO test cases, and other test cases.
- Executions: View execution-related information for the test case.
The Additional Information panel contains:
- Details: Status, priority, automation status, assignee, author, feature areas, test types, tags, and custom fields.
- Versions: View test case versions.
- Activities: Review activity history.
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:
- Select New Step and enter the step details.
- Select Call Test Case to add a reusable test case as a step.
- To modify an existing step, select the step number and choose an action:
- Duplicate
- Insert above
- Insert below
- Delete
- Changes are saved automatically.
Press Tab while editing the last step to add a new test step.
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 |
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:
- Select the test step, then select the Attach file (paperclip) icon in the editor toolbar.
- Add one or more files by browsing your device, dragging and dropping them onto the step, or pasting an image from your clipboard.
- 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 |
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​
Use the Linkages tab to view and manage relationships between a test case and related testing artifacts. Linkages appear in a visual map centered on the current test case.
The Linkages tab includes:
- Requirements: Requirements linked from a connected ALM tool.
- Test Cases: Related Katalon test cases.
- Defects: Defects linked from a connected ALM tool.
- ALM Test Cases: Test cases linked from an ALM or test-management integration.
- Called By Test Cases: Test cases that call the current test case.
- Call Test Cases: Test cases called by the current test case.
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.
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. Katalon True Platform will automatically link the imported test case to the corresponding issue. The test case will be automatically linked to the issue DEF-60.
Add or remove linkages​
To add a linkage, select the corresponding Click to link... field, search for and select the item, and confirm the selection. If no relationship exists, the corresponding category displays an empty-state message.
To remove a linkage, select Unlink next to the linked item.
Use the zoom controls in the lower-right corner to adjust the linkage map.