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Performing Step actions

While editing a Template, the following actions can be performed on the Steps.

  1. Delete,

  2. Copy,

  3. Copy to,

  4. Cut,

  5. Move to,

  6. Clone,

  7. Paste.

Step_actions_-_template.png

For information on the Create Template Feedback Step action, see Submitting a Template Feedback as a Template Author.

Delete action deletes the Step of the Template.

Click Delete.

Click_Delete_-_Step.png

A Delete Step confirmation dialog box opens. Click Delete to confirm.

Delete_confirmation__-_Step.png

The selected Step is deleted.

Copy action copies the Step within the Template.

Click Copy.

Click_Copy_-_Step.png

Click Paste to complete the Copy action.

Click_Paste_-_Step.png

Select the appropriate Paste option. The level of the Step may differ after the Paste action.

Paste_Step_actions.png

The copied Step is pasted.

Copy_step_final.png

Note

Copying a Parent Step will also copy the child Step(s).

Copy to action enables you to copy the Step to a specific position within the same Template.

Note

The Copy to action is different from the Copy action. In the Copy to action, you need not perform the Paste action. Instead, a dialog box opens for you to select the exact instance the Step should be copied.

Click Copy to.

Copy_to_-_Step_.png

A Copy to dialog box opens.

Copy_to_dialog_box.png

From the dropdown select the destination Step.

Select any one of the options Before/After/As child to specify the exact position within the Template.

copy_to_dropdown.png

Click Copy to.

Click_Copy_to_-_finish.png

The Step is copied to the specific position. Click Save.

Copied_Step.png

Note

Copying a Parent Step will copy the child Step(s) as well.

Cut action discards any Step(s) from an instance of the Template.

Click Cut.

Cut_Step.png

The Step is cut from one position of the Template and can be pasted at a different position of the Template.

Click Paste.

Click_Paste_-_Cut_.png

In the example shown, Step 3.2 was cut and pasted as the child of Step 4.

Step_cut_from_3_and_pasted_.png

Move to action moves the Step from one position to another within the Template.

Click Move to.

Move_to.png

A Move to dialog box opens.

move_to_dialog_box.png

From the dropdown select the destination Step, and select any one of the options Before/After/As child.

Move_to_dropdown.png

Click Move to.

In the example shown below, the child of Step 4 is moved to a child of Step 5.

click_move_to_confirm.png

Click Save to confirm the Move.

Move_to_-Save_.png

Important

A Container Step cannot be made a child Step of any other Step in the Template.

A warning message alerts the user as shown below.

In the example shown below, the User is trying to move a Container Step as a child of another Step.

container_to_container_move_arrow.png

Clone action duplicates a Step.

Click Clone.

Click_Clone.png

The cloned Step along with the child Step(s) is created as the next sequential Step.

Cloned_Step.png

Paste action pastes the Step that is either Copied or Cut.

After clicking Paste action, a Step actions dialog box opens. You can select one of the following options:

Paste_ptions.png
  • Paste before - paste the copied Step before the target Step,

  • Paste after - paste the copied Step after the target Step,

  • Paste as first child - paste the copied Step as the first child of the target Step,

  • Paste as last child - paste the copied Step as the last child of the target Step.

Important

A Container Step cannot be pasted as a child Step of any other Container/Input Steps. The option to be pasted as a child will not be enabled.

A Container Step is copied in the example shown below.

Container_Step_Copied.png

The Paste child option is not enabled in any of the Container/Input Steps.

parent_not_as_child_-_container_step.png