Adding and Deleting Test Cases in a Test Phase

Steps to Managing Test Cases in Test Planning


The following sections will need to be followed to add and delete test cases to test phases in Zephyr:



Adding a Test Case to a Test Phase

Prior to Adding

Prior to adding a test case, there must be an existing project, release, testing cycle, and testing phase that has been created in Zephyr. The project/release must be selected and the user must be under the Test Planning section within the release selected. 

Scenario: You are a testing manager in Zephyr. As a testing manager, you want to add test cases to test phases in the test planning section.


1. Click on the folder of the test phase where you're adding test cases to and then click on the  button at top left of the interface.

  • The following page allows the user to search test cases to add to their test phase

2. Search for the test cases that you want to add by utilizing the search options as follows:

  • Search - Users can perform either a quick search or an advanced search (ZQL) to find the test cases that they want to add to the test phase.
  • Browse - Users can browse the folder structure of the test repository to pick and choose which test cases they want to be added.
  • Other Cycles - Users are able to pull test cases from other cycles/phases.
    • There are various options to bring the hierarchy of test cases from cycles/phases as well as maintaining the versions of the test cases with the included assignments from the previous cycle/phase.

3. Once you have you're selected test cases, simply click on the "Save" button at the bottom right of the interface.


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Deleting a Test Care from a Test Phase

Prior to Deleting

Prior to deleting a test case, there must be an existing project, release, testing cycle, testing phase, and an existing test case in the testing phase that has been created in Zephyr. The project/release must be selected and the user must be under the Test Planning section within the release selected. 

Scenario: You are a testing manager in Zephyr. As a testing manager, you want to delete individual test cases from a test phase in the test planning section.


1. Click on the folder of the test phase to view the the test cases that are added in this test phase.

2. In the table of test cases, select the test cases that you want to delete from the test phase.

  • This can be done be using the checkboxes on left-hand side of the test case table.

3. Simply clicking on the  button at the top right of the interface once you've selected the test cases that you want to delete. 

  • The button is disabled unless you select the test case(s).
  • A pop-up/modal will appear prompting you to confirm that you want to delete the test case(s).

4. Click on the "Delete" button to finalize the delete and remove the test case(s) selected.


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