Shared Steps

In Qualflare, shared steps are a named sequence of test steps, such as logging in, that you insert into many test cases, and editing one changes every case that uses it; a Core workspace can have up to 50 of them.

How shared steps work

Shared steps are defined once and inserted into manual test cases, each as one Shared row that expands to its steps. A case stores a reference, not a copy, so an edit to the shared step shows up in every case that uses it.

Example: a login shared step

A shared step named "Log in as the QA user" has four steps:

• "Edit profile" starts with the login shared step, then adds its own steps
• "Create a project" starts with the same shared step
• A case that tests a wrong password writes its own login steps, because a shared step's text is the same in every case

No parameters

Shared steps have no parameters or placeholders. Their text is the same in every case that uses them. When cases need different data, such as an admin user and a regular user, create one shared step for each, or write the data in each case's own steps.

Create a shared step

Editor+ · project (requires the Editor role or higher in the project) Core and above (available on Core, Scale, Enterprise, Open Source)

1. Click Shared Steps in the project sidebar, under Planning
2. Click Create Shared Step, enter a Name and a Description (both are required), and click Create
3. Click the shared step's name to open it
4. Click Add Step, enter the Step Instructions, pick a Type and click Create. Repeat for each step

The Name holds up to 255 characters, the Description up to 1,000, and each step's Step Instructions up to 500. To change a shared step later, open it and choose Edit in its ⋯ menu for the name and description, or use a step's menu for the steps.

To use it in a test case, see Insert a shared step.

Insert a shared step into a case

On a manual case's Steps tab, once the case has a step of its own, click the arrow next to Create Step and pick the shared step under Insert Shared Step; Qualflare adds it at the end as one Shared row, which Move Up, Move Down and Remove (this case only, Owner · project (requires the Owner role in the project)) act on. The list shows only the project's first 10 shared steps by number, so a newer shared step may be missing from it; for the full steps, see Insert a shared step.

When to use shared steps

Use shared steps for sequences that many cases repeat:

• Login/Logout: Standard authentication sequences
• Setup/Teardown: Creating test data before testing, cleaning up after
• Navigation: Common page navigation patterns
• Data Creation: Standard entity creation (users, products, orders)

Delete a shared step

You can't delete a shared step while any test case uses it: Qualflare answers cannot delete shared step while it is used by <n> step(s). First remove it from those cases: on the case's Steps tab, open the shared row's ⋯ menu and choose Remove. Removing and deleting both need the Owner role.

Creating, editing and deleting shared steps is recorded in the audit log Scale and above (available on Scale, Enterprise, Open Source).

Availability and limits

Each plan caps how many shared steps a workspace can have:

For prices, see qualflare.com/pricing.

On a plan without shared steps, the Shared Steps page shows an upgrade prompt.

Related

• Guides: Insert a shared step into a test case
• Reference: Test cases · Plans and limits · Roles and permissions · Glossary: Shared Steps
• CLI/API: Cases commands · MCP server reference