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bharathk08 merged 1 commit into from
Nov 28, 2025
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Updated Step Groups doc with Global Step Group Update #853

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137 changes: 75 additions & 62 deletions src/pages/docs/test-cases/step-types/step-group.md
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Original file line number Diff line number Diff line change
Expand Up @@ -3,7 +3,7 @@ title: "Test Step Type: Step Groups"
metadesc: "Instead of writing the same steps repeatedly, you can create a step group and use it in the test cases when required. This article discusses how to use step groups in Testsigma"
noindex: false
order: 4.23
page_id: "Test step type: Step groups"
page_id: "test-step-type-step-groups"
warning: false
contextual_links:
- type: section
Expand All @@ -26,81 +26,77 @@ contextual_links:
- type: link
name: "Use Step Group in a Test Case"
url: "#use-step-group-in-a-test-case"
- type: link
name: "Use a Step Group Between Projects"
url: "#use-a-step-group-between-projects"
- type: link
name: "Additional Actions Possible on Iteration Count"
url: "#additional-actions-possible-on-iteration-count"
---

---

Sometimes, a group of steps is common to multiple test cases.
Sometimes, a group of steps is common across multiple test cases.

**For Example:**
1. You must log into an account before performing a fund transfer.
2. You must log into an account before deleting a beneficiary account.
3. You must log into an account before downloading the account statement.
**For example:**
- You must log in to an account before performing a fund transfer.
- You must log in to an account before deleting a beneficiary account.
- You must log in to an account before downloading an account statement.

Here, logging into an account is a common step. So, instead of writing the same steps repeatedly, we create a step group and use it in the test cases when required. This article discusses how to create and use step groups in Testsigma.
Logging in to an account is a common prerequisite. Instead of duplicating these steps in each test case, you can create a step group and reuse it wherever required. This article describes how to create and use step groups in Testsigma.

---

## **Create a New Step Group**
1. Navigate to **Create Tests > Step Groups**, click on **Create Step Group**.
![Create Step Group](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sgcsg.png)

1. Enter **Name** and create steps manually by clicking on **Add new step**.
![Name & New Step](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sgnameastep.png)
1. From the left navigatio bar, go to **Create Tests > Step Groups**, click **Create Step Group**.
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⚠️ Potential issue | 🟡 Minor

Fix spelling: "navigatio" → "navigation".

The phrase "From the left navigatio bar" appears on multiple lines (52, 79, 109, 128, 151). This is a typo that should be corrected to "navigation".

Apply this fix across all occurrences:

- From the left navigatio bar, go to
+ From the left navigation bar, go to

Also applies to: 79-79, 109-109, 128-128, 151-151

🧰 Tools
🪛 LanguageTool

[grammar] ~52-~52: Ensure spelling is correct
Context: ...te a New Step Group** 1. From the left navigatio bar, go to **Create Tests > Step Groups...

(QB_NEW_EN_ORTHOGRAPHY_ERROR_IDS_1)

🤖 Prompt for AI Agents 
In src/pages/docs/test-cases/step-types/step-group.md around lines 52, 79, 109,
128, and 151, the word "navigatio" is misspelled; replace every occurrence of
"navigatio bar" with "navigation bar" so the sentence reads "From the left
navigation bar, go to **Create Tests > Step Groups**, click **Create Step
Group**." Ensure all five listed lines are updated consistently.

![Create Step Group](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/Updated_Doc_Images/Step_Groups_Nav.png)

2. Enter **Name** and create steps manually by clicking **Add new step**.
![Name & New Step](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/Updated_Doc_Images/Name_Step_Group.png)

Alternatively, you can click on Record to record steps for the step group.
![Alternate Method](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sgrstps.png)
Alternatively, you can click **Record** to record steps for the step group.
![Alternate Method](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/Updated_Doc_Images/Record_Step_Group.png)


3. After adding all the steps, you can use the step group in any test case.


[[info | **NOTE**:]]
| You can also create a data driven step group by associating a test data profile from the step group settings. Follow the steps below to associate a test data profile.
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⚠️ Potential issue | 🟡 Minor

Use hyphenated "data-driven" for consistency with standard terminology.

Lines 66 and 166 use "data driven" (two words). Technical documentation typically hyphenates compound adjectives: "data-driven".

Apply this fix on both lines:

- You can also create a data driven step group
+ You can also create a data-driven step group
- You can also add a data driven step group to a data driven test case
+ You can also add a data-driven step group to a data-driven test case

Also applies to: 166-166

🧰 Tools
🪛 LanguageTool

[grammar] ~66-~66: Use a hyphen to join words.
Context: ...NOTE:]] | You can also create a data driven step group by associating a test ...

(QB_NEW_EN_HYPHEN)

🤖 Prompt for AI Agents 
In src/pages/docs/test-cases/step-types/step-group.md at lines 66 and 166, the
phrase "data driven" is used but should be hyphenated as "data-driven"; update
both occurrences to use the hyphenated compound adjective "data-driven" to match
standard terminology and maintain consistency across the document.

| 1. Create a step group and click on **Step Group Settings**.
| 1. Create a step group and click **Step Group Settings**.
| 2. On **Step Group Settings**,
| - Select the **Test Data Profile** you want to associate with the Step Group.
| ![Test Data Profile](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sgsettdp.png)
| ![Test Data Profile](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/Updated_Doc_Images/Step_Group_Settings.png)
| - Enable the **Data Driven** toggle.
| ![Data Driven](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sgddtoggle.png)
| ![Data Driven](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/Updated_Doc_Images/Step_Group_Data_Driven_Toggle.png)
| - Now, create all the steps and your data-driven step group will be ready to use across test cases.


Here's a quick GIF demonstrating how to create a step group in Testsigma.
![Step Group Creation](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/StepGroupCreateWF.gif)

---

## **Edit a Step Group**
1. Navigate to **Create Tests > Step Groups**.
![Step Groups](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sgcsgfnavbar.png)

2. Click on the step group you want to edit and make the changes.
![Edit Step Group](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sgessg.png)
1. From the left navigatio bar, go to **Create Tests > Step Groups**.

[[info | **NOTE**:]]
| The changes will affect all the test cases that use the step group.
2. Open the step group you want to update and make the changes.

[[info | **NOTE**:]]
| The changes will affect all the test cases that use the step group.

---

## **Delete a Step Group**

1. From the **Step Group** list overlay, click on kebab menu on the step group you want to delete and click on **Delete**.

![Delete](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sgdlte.png)
1. From the **Step Group** list page, click kebab menu next to the step group you want to delete and click **Delete**.
![Delete](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/Updated_Doc_Images/Delete_Step_Group.png)

2. This will open **Deletion Warning** popup.

![PopUp](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sgdltpop.png)

[[info | **NOTE**:]]
| This will show the list of affected test cases. Deletion of the step group will remove the step group in the linked test cases.

3. Enter **DELETE** and click on **I understand, delete this Step Group**.

3. Enter **DELETE** and click **I understand, delete this Step Group**.
![Delete](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sgdtltdcod.png)

4. The step group will be deleted successfully.
Expand All @@ -109,21 +105,16 @@ Here's a quick GIF demonstrating how to create a step group in Testsigma.


## **Edit a Step Group for a Specific Test Case**
1. Navigate to **Create Tests > Test Cases**.
![Test Cases](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sgnavtcs.png)


2. Click on the **Test Case** in which you want to edit the Step Group.
![Test Case to Edit](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sgstoedit.png)

1. From the left navigatio bar, go to **Create Tests > Test Cases**.

3. Click on the **Step Group** to edit any test data or element being used in the step group.
![Edit Step Group](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sgtstedit.png)
2. Open the **Test Case** in which you want to edit the Step Group.

3. Expand the **Step Group** to edit any test data or element being used in the step group.
![Edit Step Group](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/Updated_Doc_Images/Expand_Step_Group.png)

4. After editing click outside the step to save the changes.
![Save Changes](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sgedelements.png)

4. After updating any step click **Update Step** to save the changes.
![Save Changes](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/Updated_Doc_Images/Update_Step_Of_Step_Group.png)

[[info | **NOTE**:]]
| 1. You can edit test data and elements for specific test cases but not the NLP.
Expand All @@ -133,55 +124,77 @@ Here's a quick GIF demonstrating how to create a step group in Testsigma.
---

## **Create a Step Group From a Test Case**
1. Navigate to **Create Tests > Test Cases** and hover over the test case from you want to create a step group and click on it.
![Test Case](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sgcsgftc.png)

1. From the left navigatio bar, go to **Create Tests > Test Cases**.

2. Once you start selecting the test steps, an option bar will appear on top of the test steps. Select all the steps you want in a step group and click on **Create Step Group**.
![Create Step Group](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sgcsgftcsteps.png)

2. Open the **Test Case** from you want to create a step group.

3. This will open a pop-up as below:
![Create](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sgftcsscsr.png)
3. Once you start selecting the test steps, an option bar will appear on top of the test steps. Select all the steps you want in a step group and click on **Create Step Group**.
![Create Step Group](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/Updated_Doc_Images/Select_For_Step_Group.png)

4. This will open a pop-up as below:
![Create](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/Updated_Doc_Images/Step_Group_Confirmation.png)
- If you click on the **Create**, a new step group with the selected test steps and the given name would be created.
- If you click on the **Create and Replace** button, a new step group with the selected test steps and the given name would be created and the selected test steps would be replaced by the created step group.


[[info | **NOTE**:]]
| If you don't select consecutive test steps then the pop-up that appears won't show you the Create and Replace button.
| ![Only Create](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sgocacancel.png)
| If you don't select consecutive test steps then the pop-up that appears won't show you the **Create and Replace** button.
| ![Only Create](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/Updated_Doc_Images/Step_Group_Without_CR.png)


---


## **Use Step Group in a Test Case**

1. Navigate to **Create Tests > Test Cases**. Either click on **Create Test Case** or hover over the existing test case and click on it.
![Test Cases](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sgtccpage.png)
1. From the left navigatio bar, go to **Create Tests > Test Cases**.

2. Expand a **Feature**, then expand a **Scenario**, and click ‘**+**’ next to the scenario where you want to add the test case or open a **Test Case** in which you want to add a step group.

2. On the test case details page, click on the option on the left side of the test step and select **Step Group**.
![Add Step Group](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sgaddftcdp.png)

3. On the test case details page, click the option on the left side of the test step and select **Step Group**.
![Add Step Group](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/Updated_Doc_Images/Add_Step_Group_to_Test_Case.png)

4. From the **Step Group** list overlay, select the step group you want to add.
![Step Group Overlay](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sglistoverlay.png)
![Step Group Overlay](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/Updated_Doc_Images/Step_Group_Overlay.png)

5. Click **Create Step**.
![Create Step](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/Updated_Doc_Images/Add_Step_Group_Confirmation.png)


[[info | **NOTE**:]]
| You can also add a data driven step group to a data driven test case. This allows iterating through multiple data sets via the step group for every single iteration of your data-driven test case.

---

## **Use a Step Group Between Projects**

1. From the left navigation bar, go to **Create Tests > Test Cases**.

2. Expand a feature, expand a scenario, and click **+** next to the scenario where you want to add a test case. Alternatively, open a test case in which you want to add a step group.

3. On the test case details page, click the option icon next to the test step, and then select **Step Group**.

5. Click on **Create Step**.
![Create Step](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sgcreatestitc.png)
4. In the **Step Group** list overlay, click **Reuse Step Group**.
![Reuse Step Group](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/Updated_Doc_Images/Reuse_Step_Group.png)

5. In the **Reuse Step Group** dialog:
- Select the **project**, **application**, and **version**.
- Select a step group from the **Reuse Step Group** dropdown list.
![Reuse Step Group Details](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/Updated_Doc_Images/Reuse_Step_Group_Details.png)

6. Click **Create Step**.
![Create Step](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/Updated_Doc_Images/Create_Step_from_Different_Project_Step_Group.png)

7. The step group is added from the selected project.

[[info | **NOTE**:]]
| You can also add a data driven step group to a data driven test case. This allows iterating through multiple data sets via the step group for every single iteration of your data-driven test case.
| You can reuse step groups only between **Web**, **Android**, and **iOS** applications.

---

## **Additional actions possible on iteration count**


1. **Store**: In a step group, when a test data profile is being iterated - an additional action is possible. The iteration count can be stored into a variable for later use. (Iteration count is the current count that is being iterated over the associate test data profile in the step group in Testsigma.) Below is how the syntax for the Store NLP looks like:

![store-iteration-count-test-data-set-name](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/test-cases/step-types/for-loop/store-iteration-count-test-data-set-name.png)
Expand Down