---
title: "Mass Update Steps Fields & Metadata"
slug: "how-to-mass-assign-steps"
updated: 2026-08-12T10:58:17Z
published: 2026-08-12T10:58:17Z
canonical: "success.panaya.com/how-to-mass-assign-steps"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://success.panaya.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Mass Update Steps Fields & Metadata

This article explains how to mass-edit test and step metadata, due dates, assignments, and other standard and custom fields. You can perform mass changes to steps using the Test List or Test Tree view.

> [!NOTE]
> Looking to mass-assign testers?
> 
> You can do this quickly in the [Steps List](/v1/docs/step-list) view.

---

## From the Test List

1. Hover over the **Tests tab** and select **Test List.** ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1679481001999.png)
2. Select the relevant test activities, then click the Edit button.

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1679481020351.png)

---

## From the Test Tree

In the **Tree View**, right-click a test, cycle, folder, or business process to **mass-edit**. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-GFJBO23R.png)

---

## Editing the Steps

1. Select the **Edit Steps** tab **![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1778049380985.png)**
2. To edit **all steps** in the selected tests, click on **select all steps.** ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1679481104042.png) **Pre-Filtering (Optional)** To filter the steps before making the changes, click on **Add criterion** and define the fields and values. After adding all the criteria, click on **Define fields**.

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1679481104042.png)
3. Select which fields to modify and define the **new values**. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1679481130495.png)
4. When done, select **Update steps** **![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1679481208230.png)**

This method works both for **manual test steps** and **planned runs** for **Quick Tests**.

**Note**

- All steps matching the selected criteria for the selected tests will be assigned.
- Planned runs matching the selected criteria for Quick Tests will be assigned.

**Tip!** Click [here](/v1/docs/how-can-i-view-a-list-of-specific-activities) to learn how to create a list of selected Tests that can later be mass-edited or assigned.

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## Related

- [Step List](/step-list.md)