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Test Manager user guide

Last updated Nov 11, 2025

Automate test cases

Include automated test cases in your testing portfolio to save time automate repetitive tasks.

Selecting automation

To link automations with test cases, select an automation published to Orchestrator. Selecting an Orchestrator automation directly in Test Manager is the recommended method to connect an automation to a test case. Test Manager falls back to automations linked from Studio if you have not selected an Orchestrator automation.

Additionally, if a test case only has a Studio automation linked but not an Orchestrator automation, then Test Manager will attempt to find an equivalent automation in Orchestrator to perform the execution.
Note: If a Test Manager test case links to an automation from both Studio and Orchestrator, the automation selected from Orchestrator has priority over the automation linked from Studio.

Prerequisites

Note: If you select an automation directly in Test Manager, the selected automation is not considered if the Allow execution legacy context setting is enabled (for example, when no execution folder is selected at the project or test set level). Therefore, if you want to select automations directly in Test Manager, we recommend you to disable the Allow legacy execution context tenant setting.
To select an automation from Orchestrator, make sure to perform the following:
  • Publish a Studio project to the Tenant Package Feed or to another Orchestrator folder feed.
  • Have one of the following roles assigned to yourself:
    • Automation User Orchestrator folder role
    • Any default role with administrative privileges
    Tip: Primarily, a user requires permissions to edit a test case in order to select an automation directly in Test Manager. Additional useful permissions in this context include having the Automation User role or any role with administrative privileges.

    For more information on default tenant roles visit Tenant default roles.

Steps

To select an automation for a test case, follow these steps:

  1. Go to the Test Case section of your project.
  2. Open a test case.
  3. Select the Automation tab.
  4. Choose Select Automation.

    This action opens the Select Automation right-hand menu.

    1. From the Package Source dropdown list, select a feed from the corresponding Orchestrator instance.

      This feed should contain the Studio test case you intend to link to the Test Manager test case. The default selection is Tenant Package Feed.

      Only folders with their own feeds appear in the Package Source dropdown list. In a folder hierarchy scenario, only the parent folder displays in the dropdown list as all subfolders share the same feed.

      Note: The available package feed options are the ones for which you have administrative rights.
    2. After you choose the package feed, you can select an automation from that location.
      The automation name appears under the Test Case Name column, and the published package name appears under the Package column.
      Note: The Test Case Name column displays the folder to which the automation was published to in Orchestrator, followed by the automation name. For example, if you want to select the Create Checking Account test case that was published from Studio to the Accounts folder in Orchestrator, the Test Case Name for this automation will be Accounts/Create Checking Account.
  5. Select Save to confirm the changes.

    After you select the automation from an Orchestrator package feed, you can check automation details in these fields, under Automation Assigned:

    • Package TestCase Name: The folder to which the automation was published to in Orchestrator, followed by the automation name: FolderName/TestCaseName.
    • Package Name: The name of the package used to publish the chosen automation.
    • Package Source: The Orchestrator feed where you published the package.

Updating automation

To update the automation that you selected from an Orchestrator feed, follow these steps:

  1. Go to the Test Case section of your project.
  2. Open a test case.
  3. Select the Automation tab.
  4. Choose Update Automation.

    This action opens the Select Automation right-hand menu.

    1. From the Package Source dropdown list, select a feed from the corresponding Orchestrator instance.

      This feed is the one containing the Studio test case that you intend to link with the Test Manager test case.

      The default selection is Tenant Package Feed.

      Note: The available package feed options are the ones you have administrative rights over.
    2. After you choose the package feed, you can select an automation from that location.

      The automation name appears under Test Case Name, and the published package name under Package.

  5. Select Save to confirm the changes.

Transferring test cases

If you need to transfer your test cases to a different tenant, the Orchestrator automations selected for each test case are preserved when you export and then re-import the test cases in another tenant. For more information on exporting test cases and importing test artefacts, visit Exporting test cases and Import project.

Next steps

To execute a test set that contains test cases with automations selected from Orchestrator, you can specify the particular package and version to run the test cases. This allows Test Manager to execute test cases linked to automations from several packages within your Orchestrator feeds, using only a selected package and version.

For more information on configuring a specific execution folder and selecting a package and version, visit Configuring test sets for specific execution folders and robots.

Unlinking automation

You can unlink both Studio and Orchestrator automations from any test case in Test Manager. To unlink automations, follow these steps:

  1. Open your project in Test Manager and go to Test Cases.
  2. Find the test case that is linked to Studio and open it.
  3. Go to the Automation tab and unlink the Orchestrator or Studio automation as follows:
    1. To unlink the Orchestrator automation, under Automation Assigned, select Unlink Automation.
    2. To unlink the Studio automation, under Studio Link Information, select Unlink.

Automating test cases in Studio Web

You can automate Test Manager test cases directly in Studio Web, within projects of type Tests.

Note: This capability is available only in Test Manager delivered through Test Cloud for EKS/AKS or OpenShift installations.

Considerations

Before starting, review the following considerations:

  • You can only link test cases from Test Manager to Studio Web. Linking from Studio Web to Test Manager is not currently supported.
  • Studio Web projects of type Tests can only be created via Test Manager. You cannot create them in Studio Web directly.
  • You cannot collaborate with other users on the same Studio Web project of type Tests at the same time.
  • There is no bi-directional synchronization between Studio Web and Test Manager.
  • If you delete or move a linked Studio Web test case, an error message appears. You must the relink the test case.

Prerequisites

Ensure you meet the following conditions:

  • You have access to Studio Web.

    App Test Developers have access to Studio Web.

  • You have permissions to create and edit Studio Web projects.
  • Test Manager is enabled in your Test Cloud organization.

Step 1: Open or create a test case in Test Manager

  1. Navigate to your Test Manager project and go to the Test Cases tab.
  2. Create a new test case, or open an existing one that does not have automation linked.
  3. Open the test case and go to the Automation tab.

Step 2: Link the test case to Studio Web

  1. In the Automation tab, select Automate in Studio Web.

    This opens a panel on the right side to configure the Studio Web automation link.

  2. In the Automate in Studio Web panel, perform the following configurations:
    1. From the Project dropdown list:
      • Select an existing Studio Web project of type Tests.
      • Enter a new project name and select it to create one.
    2. From the Test case dropdown list:
      • Select an existing test case.
      • Enter a new test case name and select it to create one.
    3. Select Add automation.

      Your Test Manager test case is now linked to a test case in Studio Web.

Step 3: Open and automate the test case in Studio Web

  1. In the Automation tab, select Open in Studio Web.

    This opens Studio Web in a new tab, with your linked test case ready to edit.

  2. In the Studio Web project, open the previously created test case.
    1. Build the automated test case using any supported activity packages, including Testing.Activities.
    2. Debug the automation.
    3. When you are ready, publish the Studio Web project, to deploy it to Orchestrator.

      For information on publishing Studio Web projects, refer to Publishing a project.

    Figure 1. Automate in Studio Web panel

Unlinking and deleting Studio Web test cases

The behavior when you unlink or delete a Studio Web test case from a Test Manager test case is:

  1. Unlinking: If you unlink a Studio Web test case, a warning appears before removal.

  2. Deleting: If you delete the Test Manager test case, a warning is shown confirming that the linked Studio Web test case will also be unlinked.

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