# Create and edit test cases

Source: https://docs.qualflare.com/docs/test-management/create-test-cases · Last updated: 2026-10-27

Create a test case in a Qualflare suite, add steps and expected results, set its state, priority and tags, insert shared steps and edit it later.

To create a test case in Qualflare, open a suite in **Browse** and click **Create Case**, then add its steps on the **Steps** tab; you need the Editor role or higher in the project.

## Before you begin

Requires the Editor role or higher in the project.

* A suite to hold the case. To make one, see [Create a suite](https://docs.qualflare.com/docs/test-management/test-suites#create-a-suite).
* Each case counts toward your workspace's test case limit, 200 test cases on Starter ([Plans and limits](https://docs.qualflare.com/docs/administration/plans)).

## Create a test case

> **Caution:** The **Create Case** dialog saves only the **Name**. Qualflare ignores the Description, Priority and Test Type you enter there: every new case starts with no description, **Low** priority, the **E2E** test type and the **Draft** state. You can't change the test type later in the app. After you create the case, set its description and priority as shown in [Set state, priority, description and tags](https://docs.qualflare.com/docs/test-management/create-test-cases#set-state-priority-description-and-tags).

### Step 1: Open the suite's Test Cases tab

Click **Browse** in the project sidebar, then click the name of the suite the case belongs in. To start a new suite, click **Create Suite** first. Open the suite's **Test Cases** tab.

*Figure: Create Case on a suite's Test Cases tab adds a case to that suite.*

### Step 2: Enter a name and create the case

Click **Create Case** and enter a **Name** of 3 to 200 characters, for example "User can log in with valid credentials". Case names must be unique within a suite; the same name can exist in another suite. Click **Create**.

*Figure: The Create Case dialog. Only the name you type is saved today.*

## Add steps and expected results

### Step 1: Open the Steps tab

Open the case and go to its **Steps** tab.

### Step 2: Add a step

Click **Create Step**. In **Add Step**, enter the **Step Instructions** (3 to 500 characters) and pick a **Type**: Precondition, Action (the default), Expected Result, Verification, Navigation, API Request, Data Input or Cleanup. Click **Create**, and repeat for each step.

*Figure: Pick one of eight step types. An expected result is a step of type Expected Result.*

### Step 3: Write the expected result as a step

There is no separate expected-result field. Add a step of type **Expected Result**, for example "The dashboard opens and shows the user's name".

### Step 4: Nest a step under another

Open the parent step's &#x2A;*⋯** menu and choose **Add child step**.

Tips for clear steps:

* Start each step with a verb, such as "Click", "Enter" or "Navigate", and keep to one action per step.
* Make expected results specific, never just "it works".
* Include the test data, for example "Enter email: [test@example.com](mailto:test@example.com)".

## Set state, priority, description and tags

* Open the &#x2A;*⋯** (More options) menu next to the case name, choose **Priority**, then Low, Medium, High or Critical.
* Choose **Edit** in the same menu to add a **Description** of up to 1,024 characters. Longer text fails to save.
* Next to **Tags** under the case name, click the tag box (&#x2A;*Add tags...** while it's empty) and pick up to 5 tags. **Create tag** opens your workspace's Tags page.
* A case you create starts in the **Draft*&#x2A; state. Change it with &#x2A;*⋯** > **State**: Draft, Review, Active or Outdated.

The state doesn't control what runs: a Draft case can still be added to test plans and runs. It does feed the suite's coverage score, where Active and Review cases count more than Draft ones. See [Case states](https://docs.qualflare.com/docs/test-management/test-cases#test-case-lifecycle).

*Figure: Set a case's state from the More options menu next to its name.*

## Insert a shared step

Available on: Core, Scale, Enterprise, Open Source.

1. Open the test case and go to its **Steps** tab. The case needs at least one step of its own first.
2. Click the arrow next to **Create Step** (it appears once the project has a shared step) and pick the shared step from the **Insert Shared Step** list. It shows only the project's first 10 shared steps by number, so a newer shared step may be missing from it.
3. Qualflare adds it at the end of the case as one **Shared** row. Expand the row to see its steps.
4. To position it, open the shared row's &#x2A;*⋯** menu and choose **Move Up** or **Move Down**.

**Remove** in the same menu takes the shared step out of this case only. It needs the Owner role. A case stores a reference to the shared step, not a copy. When you edit the shared step, the change shows up in every case that uses it.

*Figure: Insert Shared Step appears once the project has a shared step and the case has a step of its own.*

To create one, see [Create a shared step](https://docs.qualflare.com/docs/test-management/shared-steps#create-a-shared-step).

## Edit a test case

Open the case from **Browse**, a suite's **Test Cases** tab or **Explore**.

* **Name and description*&#x2A;: open the &#x2A;*⋯** (More options) menu next to the case name and choose **Edit**. The **Edit Case** dialog has **Name** and **Description**. Click **Save**.
* **Priority, state and tags**: use **Priority** or **State*&#x2A; in the same &#x2A;*⋯** menu; the change applies at once. Use the tag box next to **Tags** to add or remove tags (up to 5).
* **Steps**: on the **Steps** tab, click **Create Step*&#x2A; to add a step. Open a step's &#x2A;*⋯** menu to **Edit**, **Duplicate**, **Add child step**, **Move Up**, **Move Down** or **Delete** it, or drag a step by its handle. Deleting a step needs the Owner role.
* Steps on automated cases come from your test reports. You can't add, edit, move or delete them in the app, and the next upload replaces them.

> **Caution:** Deleting test cases also deletes every suite in the project that has no cases left, including suites that were already empty. Archive cases you might need later instead of deleting them.

To remove a case, archive it, or delete it as described in [Delete a case](https://docs.qualflare.com/docs/test-management/test-cases#delete-a-case).

To change many cases, select them in **Browse** or in a suite's **Test Cases** tab to **Archive** or **Delete** them. To **Unarchive**, turn on the **Archived** filter first. In **Explore**, the bulk action that works is **Delete**. There is no bulk edit: change priority and state one case at a time. Changes to a shared step show up in every test case that uses it, so review them carefully.

## Review a case's history

* The **History** tab lists the case's past runs: launch, branch, milestone, environment, language and duration.
* The **Change log** tab lists each change: action, actor, description, changes and date.
* Qualflare doesn't keep earlier versions of a case, so there is no compare or restore.

*Figure: The Change log records each change to a case. Qualflare keeps no earlier versions to restore.*

## Reuse test content

Qualflare has no case templates and no bulk clone. To reuse work:

* **Shared steps**: put step sequences that many cases repeat, such as logging in, in a shared step. See [Insert a shared step](https://docs.qualflare.com/docs/test-management/create-test-cases#insert-a-shared-step).
* **Clone a suite**: in **Browse*&#x2A;, open the suite row's &#x2A;*⋯** menu and choose **Clone**. The copy is named `<suite name> (Copy N)`, where N is the new suite's number. It holds a copy of each case's name, description, priority, state and test type. Steps, tags and attachments are not copied.
* **Quo**: the [Quo](https://docs.qualflare.com/docs/ai/quo) AI agent can create several cases in a suite from a short description.

## Verify

You should see the new case in the suite's **Test Cases** tab with its number, the **Draft** state and **Low** priority. Its **Steps** tab lists each step with its type and a **Manual** badge.

## Troubleshoot

* `A minimum of 3 characters is required.`: the name or the step instructions are shorter than 3 characters.
* `Maximum 200 characters allowed.`: names are 3 to 200 characters.
* `Maximum 500 characters allowed.`: step instructions are 3 to 500 characters.
* The Priority, Description or Test Type you set in Create Case are gone: the dialog saves only the name (see [Create a test case](https://docs.qualflare.com/docs/test-management/create-test-cases#create-a-test-case)).
* **Insert Shared Step** is missing: the project has no shared step, the case has no step yet, or your plan has no shared steps.
* A shared step is missing from **Insert Shared Step**: the list shows only the project's first 10 shared steps by number.
* You can't edit a step: steps on automated cases come from your uploads.
* Clone fails: cloning currently fails for cases created in the app or from uploaded results.

## Next steps

* [Test suites and Browse](https://docs.qualflare.com/docs/test-management/test-suites)
* [Test cases: fields, states and steps](https://docs.qualflare.com/docs/test-management/test-cases)
* [Import and export test cases](https://docs.qualflare.com/docs/test-management/import-export)
* [Run manual tests with the Test Wizard](https://docs.qualflare.com/docs/runs/manual-testing)
* [Cases commands](https://docs.qualflare.com/docs/cli/read-commands#cases)
* [Glossary: test case](https://docs.qualflare.com/docs/reference/glossary#test-case)
