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Autopilot user guide

Import manual test cases

Import manual test cases from Excel files into Test Manager using Autopilot, including starting a new import and refining previous import results.

Use Autopilot to import manual test cases from Excel files into Test Manager. Autopilot generates a list of manual test cases that mirrors your uploaded file, preserving the same test workflow, from preconditions through test steps to postconditions.

During import, Autopilot transfers all information to Test Manager, unless specified otherwise. For example, test case properties such as Priority, Status, or Owner are imported as custom field values at the test case level.

Prerequisites

  • To import test cases using Autopilot, 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

  1. Select Next.
  2. Choose a prompt from the Prompt library, or enter instructions in the Provide prompt instructions panel. For example, you can instruct Autopilot to import tests only from a certain Excel sheet, or to place specific labels on the imported test cases so you can identify them more easily.
  3. Optionally, from the Model dropdown list, select the AI model that Autopilot should use.
  4. 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.
  5. Select the notification to review the imported test cases. Expand each test case in the Review import candidates panel, and review the test cases considered candidates for importing.
  6. Review the results:
    • If you are satisfied with their content, select the test cases you want to import, then select Create tests.
    • If you are not satisfied with the imported test cases, refine the import:
      1. Select Refine import.
      2. Provide additional details about your use case in the Provide import instructions panel.
      3. After changing the instructions, select Preview import.
      4. Select the test cases you are satisfied with, and then select Create tests.

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.

Figure 2. The Review import candidates panel

  1. Review the results:
    • If you are satisfied with their content, select the test cases you are satisfied with, then select Create tests.
    • If you are not satisfied with the imported test cases, refine the import:
      1. Select Refine import.
      2. Provide additional details about your use case in the Provide import instructions panel.
      3. After changing the instructions, select Preview import.
      4. Select the test cases you are satisfied with, and then select Create tests.

Result

The imported test cases are created in the Test Cases section of your project, with manual steps, preconditions, postconditions, and custom field values preserved from the original Excel file.

  • Prerequisites
  • Starting new import
  • Refining last import
  • Result

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