Contents x
    Mass Edit Tests via Export and Import
    • 1 Minute to read
    • Print
    • Dark
      Light
    • PDF
    Contents

    Mass Edit Tests via Export and Import

    • 1 Minute to read
    • Print
    • Dark
      Light
    • PDF
    Article Summary

    You can export Tests and Steps, then update field values in Excel and import them back to Panaya. 

    1. Firstly, export the relevant Tests and Steps
      If you wish to update Tests, use the Tests List or Tree view export options
      If you wish to update Steps data, use the Tree view export (option 2) 
    2. Open the Excel file and update the relevant Tests or Steps
    3. Hover over the Tests tab and select Test List
    4. Click on Import to Update Existing Tests 
    5. Click on Select Files and locate the updated Excel spreadsheet.
    6. Click Next. The Import Wizard allows assigning activities to the relevant users in Panaya. Click here to learn more about User Mapping. Alternatively, click Next to continue. 
    7. Take a look at the Data Validation section for any importing issues.
      Click Update Tests to complete the update.

    Good to Know!
    Test Steps Status can not be updated in mass
    If tests were updated once using the import-to-update method, it's required to export them again, make the necessary changes, and re-import the new file. Use manual run instead to pass multiple Steps in a Test activity - Use the Ctrl or Shift keys to multi-select Steps

    Note
    You can update up to 5000 records with each file import.


    Fields

    Below are all fields that can be edited using this method. In addition, any previously defined Custom Fields can also be updated. 

    Tests Fields

    For Tests Mass Update -
    NAME
    DESCRIPTION
    OBJECTIVE
    PREREQUISITES
    DUE DATE
    PRIORITY
    IN SCOPE
    REVIEWED
    CATALOG ID
    BUSINESS PROCESS
    FUNCTIONAL AREA
    MODULE
    COUNTRY / REGION
    IT OWNER
    BUSINESS OWNER
    SYSTEM
    EXTERNAL REQUIREMENT ID
    VARIANT NUMBER
    CONTAINS PERSONAL INFORMATION
     

    Steps Fields

    For Steps Mass Update -
    DESCRIPTION
    TRANSACTION
    GUIDELINES
    EXPECTED RESULTS
    SYSTEM
    PREREQUISITES
    REQUIREMENT ID
    FORM / INTERFACE
    GXP
    PROGRAM VARIANT
    MANUAL / JOB
    POSITIVE / NEGATIVE
    TEAM
    TESTER
    DUE DATE
    WORK EFFORT (H)
    MODULE
    ORGANIZATIONAL ROLE
    INPUT DATA
    REFERRED QUICK TEST

    What's Next