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Autopilot user guide

Generate tests for requirement

Generate manual test cases from a requirement in Test Manager using Autopilot, with guidance on Context Grounding, prompt instructions, and reviewing or regenerating results.

Note:

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

Use Autopilot to generate manual test cases directly from a requirement. Autopilot analyzes the requirement's name, description, attachments, custom fields, labels, and documents to create a list of test cases you can review, refine, and add to your project. For guidance on writing a requirement that produces accurate tests, see Best practices and limitations.

Prerequisites

  • Your Test Manager role must have the following permissions:
    • Test Case - Create
    • Requirement - Edit
  • (Cloud Commercial only) To use Retrieval-Augmented Generation (RAG) when generating tests, set up Context Grounding first. For details, refer to Context Grounding best practices.

Generate tests for a requirement

  1. Open a project and go to Requirements.

  2. Open the requirement to generate tests for, or create one with a detailed description.

  3. Select Optimize coverage.

  4. In the Optimize coverage dialog, select Generate tests.

  5. In the Add documents section of the Provide additional context window, select the requirement's attachments to use for generation, or upload additional files.

  6. (Cloud Commercial only) In the Leverage RAG section, select an index that stores data uploaded to Context Grounding. Autopilot uses the indexed content as extra context when a requirement document is incomplete or references details stored elsewhere.

    1. From the Select folder dropdown, select the folder that contains the index.
    2. From the Select index dropdown, select the index to reference.
    3. In Number of results, enter the number of tests to generate from the referenced information.
    Tip:

    For best practices on working with Context Grounding, refer to Context Grounding best practices.

  7. Select Next, then use the Provide additional guidance window, or choose a prompt from the Prompt library, to instruct Autopilot to:

    • Cover all user steps and acceptance criteria described in the requirement.
    • Generate pre-conditions.
    • Generate an expected result for each test step.
    • Disregard existing tests linked to the requirement. By default, Autopilot considers linked tests to avoid duplicating them.

    Autopilot can generate a maximum of 50 test cases at a time (10 by default), each with a maximum of 50 steps. See Best practices and limitations for guidance on choosing an effective count and structuring test steps.

  8. Select Generate tests to start the process. When generation finishes, you receive a Test Case generation completed notification, in-app or by email depending on your notification preferences.

  9. Select the notification to review the generated test cases.

    1. Expand each test case in the Generate tests panel and review its content.
    2. If you're satisfied, select Create tests. Created test cases display a checkmark and are linked to the source requirement.
  10. If you're not satisfied with the results, select Regenerate and refine the input:

    1. Attach more relevant documents for Autopilot to use.
    2. Select Next and enter additional details in the Provide instructions box.
    3. Select Regenerate.
    4. Select the Test generation completed notification to access the regenerated test cases.
    5. Expand and review each test case, then select Create tests for the ones to keep.

Supported file types

You can provide the following file types to Autopilot as supporting documents:

  • Processes only text content – TXT, BPMN, CSV
  • Processes both text and image content – DOCX, XLSX, PNG, JPG, PDF

Result

Autopilot creates the generated test cases in the Test Cases section of your project and links them to the source requirement used to generate them. A Test Case generation completed notification confirms the creation.

  • Prerequisites
  • Generate tests for a requirement
  • Supported file types
  • Result

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