Is there a way to import test steps from excel document within test steps

[Deleted User]
[Deleted User] Posts: 4
edited March 13 in Peer-to-Peer Support Forum

Is there a way to import test steps from excel document within test steps such that each of the test step is added as a new action item within test steps. See screenshot below:
imageIN the screenshot above within the action column, there are 2 test steps however JAMA is importing it within one step from execl file. How can I format my excel file so that all my test steps are imported in an order? Snapshot of excel file is below:
image 

 

 

------------------------------
syed Hussain
Illumina
san diego CA
------------------------------

Comments

  • Vishal Shanbhag
    Vishal Shanbhag Member Posts: 3
    edited March 2023

    Hey Syed, 

    Duplicate row 1, so now your row 2 is the same as row 1 (Both rows shall have the exact same "Name" fields) 

    Row 1 Action field has Action 1 & Expected Result field has Expected Result 1

    Row 2 Action field has Action 2 & Expected Result field has Expected Result 2

    Import this file with the right column to field mapping and it shall add two separate steps



    ------------------------------
    Vishal Shanbhag
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 03-14-2023 13:42
    From: syed Hussain
    Subject: Is there a way to import test steps from excel document within test steps

    Is there a way to import test steps from excel document within test steps such that each of the test step is added as a new action item within test steps. See screenshot below:
    imageIN the screenshot above within the action column, there are 2 test steps however JAMA is importing it within one step from execl file. How can I format my excel file so that all my test steps are imported in an order? Snapshot of excel file is below:
    image 

     

     



    ------------------------------
    syed Hussain
    Illumina
    san diego CA
    ------------------------------

  • Patrick Szabo
    Patrick Szabo Member, Medical Devices & Life Sciences Solution Posts: 55
    edited March 2023

    This is how an excel file should look like:

    image

    When importing, select the respective field mapping:

    image

    The Test Cases are created accordingly:

    imageimageimage

    ------------------------------
    Patrick
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 03-14-2023 13:42
    From: syed Hussain
    Subject: Is there a way to import test steps from excel document within test steps

    Is there a way to import test steps from excel document within test steps such that each of the test step is added as a new action item within test steps. See screenshot below:
    imageIN the screenshot above within the action column, there are 2 test steps however JAMA is importing it within one step from execl file. How can I format my excel file so that all my test steps are imported in an order? Snapshot of excel file is below:
    image 

     

     

    ------------------------------
    syed Hussain
    Illumina
    san diego CA
    ------------------------------
    Patrick
  • [Deleted User]
    [Deleted User] Posts: 4
    edited March 2023

    Thanks for replying, I was able to follow your steps and figure it out. How about importing a word document? I think there might be a bug with importing a word document to JAMA, hence why I had to transfer my test protocol to Excel and then import it.

    ------------------------------
    syed Hussain
    Illumina
    san diego CA
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 03-14-2023 22:00
    From: Vishal Shanbhag
    Subject: Is there a way to import test steps from excel document within test steps

    Hey Syed, 

    Duplicate row 1, so now your row 2 is the same as row 1 (Both rows shall have the exact same "Name" fields) 

    Row 1 Action field has Action 1 & Expected Result field has Expected Result 1

    Row 2 Action field has Action 2 & Expected Result field has Expected Result 2

    Import this file with the right column to field mapping and it shall add two separate steps



    ------------------------------
    Vishal Shanbhag
    ------------------------------

    Original Message:
    Sent: 03-14-2023 13:42
    From: syed Hussain
    Subject: Is there a way to import test steps from excel document within test steps

    Is there a way to import test steps from excel document within test steps such that each of the test step is added as a new action item within test steps. See screenshot below:
    imageIN the screenshot above within the action column, there are 2 test steps however JAMA is importing it within one step from execl file. How can I format my excel file so that all my test steps are imported in an order? Snapshot of excel file is below:
    image 

     

     



    ------------------------------
    syed Hussain
    Illumina
    san diego CA
    ------------------------------

  • Patrick Szabo
    Patrick Szabo Member, Medical Devices & Life Sciences Solution Posts: 55
    edited March 2023

    For imports, Excel is always easier and gives better control than importing from Word. From my POV, Word imports should only be used if you have basic items with Name and Description. I wouldn't know how to import test cases with test steps from Word. Maybe using a similar approach as for Excel: put everything in as tables, whereas each table row is an individual item with multiple rows per item for the test steps. Select the following table import style then (I have not tested it myself):

    image

    But even in the official help section, there is only a description for a test case import from Excel:

    Preparing a worksheet to import test cases (jamasoftware.com)

    The section which describes imports from Word is much smaller overall:

    Importing items from a Word file (jamasoftware.com)

    ------------------------------
    Patrick
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 03-23-2023 11:33
    From: syed Hussain
    Subject: Is there a way to import test steps from excel document within test steps

    Thanks for replying, I was able to follow your steps and figure it out. How about importing a word document? I think there might be a bug with importing a word document to JAMA, hence why I had to transfer my test protocol to Excel and then import it.

    ------------------------------
    syed Hussain
    Illumina
    san diego CA
    ------------------------------

    Original Message:
    Sent: 03-14-2023 22:00
    From: Vishal Shanbhag
    Subject: Is there a way to import test steps from excel document within test steps

    Hey Syed, 

    Duplicate row 1, so now your row 2 is the same as row 1 (Both rows shall have the exact same "Name" fields) 

    Row 1 Action field has Action 1 & Expected Result field has Expected Result 1

    Row 2 Action field has Action 2 & Expected Result field has Expected Result 2

    Import this file with the right column to field mapping and it shall add two separate steps



    ------------------------------
    Vishal Shanbhag

    Original Message:
    Sent: 03-14-2023 13:42
    From: syed Hussain
    Subject: Is there a way to import test steps from excel document within test steps

    Is there a way to import test steps from excel document within test steps such that each of the test step is added as a new action item within test steps. See screenshot below:
    imageIN the screenshot above within the action column, there are 2 test steps however JAMA is importing it within one step from execl file. How can I format my excel file so that all my test steps are imported in an order? Snapshot of excel file is below:
    image 

     

     



    ------------------------------
    syed Hussain
    Illumina
    san diego CA
    ------------------------------

    Patrick
  • David Allison
    David Allison Member, Jama Connect Interchange™ (JCI) Posts: 19
    edited March 2023

    I would like to piggy back on this discussion a bit. Is it possible to import a table into a text field. like initial conditions, from Excel?

    ------------------------------
    David Allison
    Eargo
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 03-14-2023 13:42
    From: syed Hussain
    Subject: Is there a way to import test steps from excel document within test steps

    Is there a way to import test steps from excel document within test steps such that each of the test step is added as a new action item within test steps. See screenshot below:
    imageIN the screenshot above within the action column, there are 2 test steps however JAMA is importing it within one step from execl file. How can I format my excel file so that all my test steps are imported in an order? Snapshot of excel file is below:
    image 

     

     

    ------------------------------
    syed Hussain
    Illumina
    san diego CA
    ------------------------------
  • [Deleted User]
    [Deleted User] Posts: 152
    edited March 2023

    Hi David, 

    To clarify, are you asking if you can import a worksheet from Excel into a single text field in Jama Connect?

    ------------------------------
    Carly Rossi // she/her
    Community Manager // Jama Software
    Portland, OR
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 03-27-2023 06:57
    From: David Allison
    Subject: Is there a way to import test steps from excel document within test steps

    I would like to piggy back on this discussion a bit. Is it possible to import a table into a text field. like initial conditions, from Excel?

    ------------------------------
    David Allison
    Eargo
    ------------------------------

    Original Message:
    Sent: 03-14-2023 13:42
    From: syed Hussain
    Subject: Is there a way to import test steps from excel document within test steps

    Is there a way to import test steps from excel document within test steps such that each of the test step is added as a new action item within test steps. See screenshot below:
    imageIN the screenshot above within the action column, there are 2 test steps however JAMA is importing it within one step from execl file. How can I format my excel file so that all my test steps are imported in an order? Snapshot of excel file is below:
    image 

     

     

    ------------------------------
    syed Hussain
    Illumina
    san diego CA
    ------------------------------

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