Importing manual test cases

Note:

Feature availability depends on the cloud platform you use. For details, refer to the Test Manager feature availability page.

You can use Autopilot^TM to import manual test cases from Excel files. Autopilot^TM allows you to generate a list of manual test cases that mirrors those from your uploaded file.

During the import process, Autopilot^TM maintains the same test workflow (from preconditions through test steps to postconditions), but also preserves vital test case properties like priority and status. These properties are saved in Test Manager as custom field values for the test case.

Note:

This capability is available only in Test Manager delivered via Test Cloud.

Prerequisites

• To import test cases using Autopilot^TM, your Test Manager role must have Test Case - Create permission.
• You have an XLSX file where you have documented your manual test cases.
  Note:

  Autopilot can import manual test cases from multiple sheets within an Excel file.

Starting new import

Perform the following steps to start a new test case import:

1. Open a project, and go to Test Cases.
2. Select Import Test Cases > Start new import.
3. In the Provide import document panel, upload the file that contains your manual test cases.
   Note:

   You can only upload one file at a time.

Figure 1. The Provide Import Document panel

4. Select Next and provide additional instructions that Autopilot should use when importing the test cases. Choose a prompt from the Prompt library or type in the instructions in the Provide prompt instructions panel. For example, if you are importing manual test cases from an Excel file, you can instruct Autopilot to import tests only from a certain Excel sheet. Figure 2. The Provide prompt instructions panel

1. Optionally, from the Model dropdown list, select the AI model that Autopilot should use, Autopilot uses Claude 3.7 Sonnet by default when importing tests, which is also the recommended model.
   Note:

   The models available in the Model dropdown list depend on the AI Trust Layer Policy applied to your organization and tenant. If all supported models are enabled, Claude 3.7 Sonnet appears as the recommended option. If only one model type is enabled (for example, Azure OpenAI), then the GPT 4o model is the only one shown and automatically recommended.

2. Select Preview import to initiate the process. When the import finishes, you will receive a Test case import ready for review notification. Depending on your notification preferences, you can receive the notification both in-app and via email.
3. Select the Test case import ready for review notification to review the imported test cases.
   1. Expand each test case in the Review import candidates panel, and review the test cases considered candidates for importing.
   2. If you are satisfied with their content, select the test cases that you want to import.
   3. Finally, select Create tests to import the test cases in Test Manager.
4. If you are not satisfied with the imported test cases, select Refine import, and provide additional details about your use case in the Provide import instructions panel.
   1. After changing the instructions, select Preview import.
   2. Select the test cases that you are satisfied with, and then select Create tests.

Figure 3. The Review import candidates panel

Refining last import

Perform the following steps to refine the last test case import:

1. Open a project, and go to Test Cases.
2. Select Import Test Cases > Refine last import.
3. In the Review import candidates panel, review the test cases that were ready for import last.
4. Select the test cases you are satisfied with, and then select Create tests.

Figure 4. The Review import candidates panel

5. If you are not satisfied with the imported test cases, select Refine import, and provide additional details about your use case in the Provide import instructions panel.

1. After changing the instructions, select Preview import.
2. Select the test cases that you are satisfied with, and then select Create tests.