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Test Suite User Guide
Last updated Mar 19, 2024

Test Cases

You can manage and execute your test cases in Test Manager, or assign automation. A test case can contain both manual steps and automation. Respectively, you can execute your test manually or automatically.

Conditions

  • When you delete a test case in Studio, the artifact is preserved in Test Manager.
  • Changing test case names in Studio will be reflected automatically in Test Manager.
  • You can overwrite an automation linked to a test case in Test Manager.

Viewing test cases

You can glance over your test cases on the Test Cases page. For a detailed view, click a test case key to open the Overview page.



You can view the test case log by clicking the Open execution log icon. For more information, see Analyzing Test Results.

Assigning Test Cases to Requirements

You can assign a test case to a requirement on the Test Cases page.

  1. Open your project in Test Manager. If you do not have a project yet, see Creating a Project.
  2. In the left navigation panel, go to Test Cases.

    Click the test case key to open it.

  3. Click Tasks and select Assign to Requirement from the dropdown list.
  4. Select the requirement to be assigned to your test case. You can assign it to single or multiple requirements.


  5. Click Assign to save changes. Alternatively, you can view the test cases that have been assigned to requirements in the Requirements page.

Linking Test Cases in Studio to Test Manager

You can link a test case in Studio to a correspondent test case and requirement in Test Manager. To complete this action, you need to integrate Studio to Test Manager.

  1. In Studio, open an existing project or create a new Test Automation.
  2. Open an existing test case or create a new one.
  3. In the Project, right-click a test case and select Link to Test Manager. Alternatively, you can use Ctrl + Click for multiple selections to link multiple test cases to a requirement.

    Test Manager might require you to sign in, using your credentials.

  4. Configure the test case information:
    • Project: Select your project. If you did not set a default project for Test Manager, see Integrating with Studio.
    • Test: Select a test case from the dropdown list.
    • Name: Enter a name only if you create a new test case in Test Manager.
    • Requirement: Leave this field blank if you don't want to link the test case to an existing requirement. The name is read-only in Test Manager. Alternatively, you can select a Requirement from the dropdown list if you want to assign the test case to a specific requirement in Test Manager.



  5. Click OK to confirm.

You can open the newly created test case in Test Manager, by navigating to Test Manager > Open Test.

Important: To execute automated tests in Test Manager, make sure that your project has been published to the Orchestrator Tenant Process Feed.

Unlink Automation

You can unlink an automation created in Studio and associated to your Test Manager test cases.

  1. Open your project in Test Manager and go to Test Cases.
  2. Find the test case that is linked to Studio and open it.
  3. Go to the Automation tab and select Unlink Automation.
  4. Click OK to confirm.


Delete Test Cases

You can delete test cases individually or perform a bulk Operation .

  1. Open your project in Test Manager.
  2. In the left navigation panel, go to Test Cases.
  3. Click the test case key to open it.
  4. Navigate to Tasks > Delete.
  5. Click OK to confirm.

Related articles

Create Test Cases

To start building your testing portfolio, create a test case in Test Manager. You can later provide manual steps or assign automation.

  1. Open your project in Test Manager. If you do not have a project yet, see Creating a Project.
  2. In the left navigation panel, go to Test Cases.
  3. Click Create Test Case.


  4. Configure the test case:
    • Name - Enter a name for your test case.
    • Version - (Optional) Add a version tag to the test case.
    • Description - (Optional) Enter a description for the test case. To add formatted text, you can use the Markdown syntax.
    • Labels - Add any number of custom labels.



  5. Click Create to confirm. The test case is created and displayed on the Test Cases page.
    Tip:

AI-Powered test generation - Preview

With the Generate tests feature, you can create manual test cases directly from your requirements using generative AI (Artificial Intelligence). The tool that helps you generate test cases is called Autopilot. With the help of Autopilot, this feature creates a list of potential test cases by analyzing various requirement details such as name, description, attachments, custom fields, labels, and documents that you manually upload to the Generate tests dialog box. You can then create test cases from the initial list or provide specific instructions for generating test cases tailored to your exact needs.
Let's take the example of testing a feature for submitting loan requests in the UiBank Application. Here's how you would use the tool:
  1. Open a project, and navigate to Requirements.
  2. Create a requirement called Submit loan request, and type a detailed description about it, highlighting the application flow and criteria. Check the description that you can use for this example:
    Requirement example
    This requirement details how people can apply for a loan in the UiBank Banking Application powered by UiPath.
    Application Flow
    • The applicant starts the loan application at https://uibank.uipath.com.
    • The applicant clicks the 'Product' button in the header menu.
    • The applicant clicks the 'Loans' button in the dropdown menu.
    • The system redirects to https://uibank.uipath.com/loans.
    • The applicant clicks the 'Apply For a Loan' button.
    • The system redirects to https://uibank.uipath.com/loans/apply.
    • The applicant must fill in the following mandatory fields:
      • Email Address: This field requires an email address in a valid format.
      • Loan Amount: This field accepts only positive integer values.
      • Loan Term: This field provides the options '1', '3', '5', and '10' in years.
      • Yearly income: This field accepts only positive integer values.
      • Age: This field accepts only positive integer values.
    • The applicant then clicks the 'Submit Loan Application' button.
    • The applicant is notified whether the loan application is approved or rejected on the next page.

    Acceptance criteria

    For applicants between 18 and 65 years of age and a loan amount less than 100,000 we approve the loan application with:

    • 'Congrats! You've been approved for a loan with UiBank!'

    For applicants below 18 years of age, we reject the loan application with:

    • 'Sorry, at this time you have not been approved for a loan'

    For applicants between 18 and 65 years of age and a loan amount of more than 100,000 we reject the loan application with:

    • 'Sorry, at this time you have not been approved for a loan'

    For applicants not providing all mandatory fields and then clicking 'Submit Loan Application' button:

    • No error message will be displayed
    • No action will be taken
    • The applicant will remain on the same page
  3. Select More Options for this requirement and choose Generate tests. Alternatively, open the requirement, and then choose Generate tests.
    The Provide documents window opens, prompting you for attachments or other documents necessary for generating test cases. The attachments should be tied to the process of submitting loan requests.
  4. In the Provide documents window, select the attachments of the requirement. These are used when generating tests. You can also upload other files yourself.


  5. Select Next and provide additional instructions that Autopilot should use when generating test cases. Type these instructions in the Provide instructions window.
    For instance, you can specify Autopilot to cover all user steps and acceptance criteria described in the loan request requirement.


  6. Select Generate tests to initiate the process.
    When the generation finishes, you will receive a Test Case generation completed notification. Depending on your notification preferences, you can receive the notification both in-app and via email.
  7. Select the Test generation completed notification to review the generated test cases.
    1. Expand each test case in the Generate tests panel, and review the generated test cases.


    2. If satisfied with their content, select Create tests.
      The generated test cases are also linked with the requirement that was used to generate them.
  8. If you are not satisfied with the generated test cases, select Refine tests, and provide additional details about your use case.
    1. Attach more relevant documents for Autopilot to use.
    2. Click Next and type additional details in the Provide instructions text box.
      The Best Practices section for writing instructions at the end of this page provides guidance for creating effective prompts.
    3. After refining the steps, select Regenerate tests.
    4. Click the Test generation completed notification to access the regenerated test cases.
    5. Expand each test case and review them.
    6. Select the test cases that you are satisfied with, and then select Create tests.

Best practices for writing instructions

If you wish to fine tune the generated test cases, follow the recommendations below to write effective instructions.

  • Include information that addresses edge cases and exceptions.
  • Focus on aspects regarding the security of the features that you're testing.
  • Ensure that the instructions are clear, specific, and unambiguous.
  • The instructions should include essential information, such as the feature to be tested, any specific conditions, and the expected outcome.
  • Write instructions that encourage action.
  • Create instructions that cover both simple and more complex scenarios.

Cloning Test Cases

You can only clone one test case at a time.
  1. Select More Options docs image for the test case that you want to duplicate, and then Clone.
    The Clone panel appears.
  2. Rename the test case and select the information that you want to clone:
    1. Assignment to requirements
    2. Documents
    3. Labels

    Manual steps, custom field definitions, and custom field values are also cloned if they exist.

  3. Select Confirm to clone the test case.
    The Test case will be cloned in the background message appears.
A clone of the test case is created, with a different Id.
docs image
Note:
  • Automation information isn't cloned.
  • Assignments to external requirements aren't cloned.


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