Templates

Templates provide a structured way to standardize test cases, test suites, code snippets, defects, and test run metadata. They help streamline the creation and maintenance of test assets across the project. By using templates, teams can apply consistent formatting, reduce manual input, and improve clarity in test documentation and reporting.

Types of Templates

• Test Templates: used to define the structure and content for individual test cases;
• Suite Templates: used to define the structure and content of individual test suites;
• Code Templates: used to define the default code structure for automated tests using dynamic variables;
• Defect Templates: used to automatically prefill the issue summary and description fields when reporting defects to integrations like Jira, GitHub, or Azure;
• Defect Description Templates: used to structure the description field for defects inside Testomat;
• Meta Templates: used to define custom metadata fields that are shown in test run reports and help enrich report context;

Note

You can mark any template as the default template during creation or editing by checking the Default checkbox. Only one default template can exist in each type. If a template is set, it is automatically applied when creating new tests, suites, defects, etc.

Managing Templates

Use the Templates section in Settings to create, edit, or delete reusable content structures for tests, suites, defects, and more. Templates help maintain consistency and reduce repetitive manual input when documenting or reporting within your project.

How To Create Templates

All templates share a similar creation flow:

1. Navigate to Settings in the sidebar
2. Click on Templates
3. Click the + icon next to the relevant template type

Once the Add template sidebar opens,

3. Fill in the following fields:

• Title (required): enter a unique title and optionally add tags using @ syntax (e.g., @smoke);
• Type: select template type from the dropdown (e.g., test, suite, code, meta, defect, defect-details);
• Default (optional): check the Default option if necessary;
• Labels & Custom Fields: select from dropdown; if you want to add more, see Labels & Custom Fields documentation;
• Template (required): Add body content using dynamic variables and logic;

4. Click Save button to apply changes or Cancel button to discard

Note

Only Test and Suite Templates include additional configuration options for Labels & Custom Fields.

How To Edit Templates

1. Navigate to Settings in the sidebar
2. Click Templates
3. Click a template you want to edit
4. Modify content as needed
5. Click Update button to save changes

How To Delete Templates

1. Navigate to Settings in the sidebar
2. Click Templates
3. Hover over the needed template and click the Delete icon

4. Click the Delete button in the ‘Are you sure?’ pop-up to confirm deletion

Note

Default templates do not have a Delete icon. To delete a default template, you must first assign another template as a default.

Using Variables in Templates

Templates in Testomat.io support dynamic content using variables. Variables are enclosed within double curly braces {{ }}. This syntax ensures they are correctly parsed and rendered with the corresponding value.

Example: {{ test.title }}

Supported Variables

Below is an overview of which variables are supported for each template type:

Template Type	Supported Variables
Test Templates	test.title, test.description, test.tags, test.labels, test.attachments
Suite Templates	suite.title, suite.description, suite.tags, suite.labels
Code Templates	test.title, test.description, suite.title, suite.description, body
Defect Templates	test.title, test.description, test.assignee, test.priority, test.tags, test.attachments, jira.issues

Conditional Rendering

Templates support conditional logic using {{#if}} statements. This allows you to display content only if certain conditions are met.

• {{#if test.tags}} Tags: {{ test.tags }} {{/if}}

Explanation:

• The block will render Tags: [actual tags] only if test.tags has a value;
• If test.tags is empty or undefined, nothing will be displayed;

Applying Templates

Templates can be applied either automatically (when marked as default) or manually while working on tests, suites, defects, or code structures in your project.

Applying Templates To Tests And Suites

1. Go to Tests tab
2. Open the relevant test case or suite in Edit mode
3. Select the needed template in the Use Template dropdown

4. Confirm your selection - the template will be applied to the current item

The selected template will automatically populate the fields (like title or description) using the defined variables.

::: note

When you create a new test or suite, the default template (if configured) will be applied automatically. This helps ensure consistent formatting and structure without manual selection.

:::

Applying Code Templates

1. Go to Tests tab
2. Open the relevant test case in the CODE TEMPLATE tab
3. Select the needed template in the extra menu

Applying Templates To Defects

1. Go to Runs tab
2. Open the relevant ongoing run
3. Click the Continue button

4. Click the Link Defect in the failed test

5. Click the Create new issue button

When the Create New Issue modal window is opened, fill in the required fields:

6. Select profile (e.g. Jira Integration) from the dropdown list
7. Select Jira Issue Type from the dropdown list (e.g. bug)
8. Select Template from the dropdown to apply Defect Templates to automatically prefill the summary and description fields
9. Add a title to the field
10. Click the ‘Create Jira Issue’ button

Applying Meta Templates

1. Go to Runs tab
2. Open the relevant ongoing run
3. Click the Continue button

4. Click the Edit metafields button under the test result

5. Fill in the Key and Value
6. Click the Save button

7. Click the Finish Run button

8. Open the test in run report to see how meta data is applied

Best Practices

• Regularly review and update templates to ensure relevance
• Utilize labels and tags strategically for efficient organization
• Encourage collaboration to create standardized templates across teams