Are you using TestRail 5.2? Congratulations, you don't need to configure anything to use separate test case steps.
Separate test steps are already configured as part of our test case template feature now. You can simply select the template for your test cases:
If you would like to use separate test steps by default, you can also change the default template under Administration > Customizations:
TestRail supports either entering test steps and expected results for test cases via simple text fields (the default configuration), or you can configure TestRail to manage test steps separately in a more structured way (including specifying separate test results for the test steps). The following screenshot shows the separate test steps configuration and this guide explains how to configure TestRail this way.
Please use the following steps to configure separate test steps in TestRail:
Now, in addition to the test steps for the cases, you can also configure TestRail to display the steps in the Add Test Result dialog. This will allow you to select results for separate steps like this:
To configure separate test step results, just add a custom field to the Add Test Result dialog:
You can optionally also allow testers to enter actual test results in the Add Test Result dialog. This can be useful to record additional details when testers enter the results. For example, if you want to record specific measurements for each step (such as the measured temperature of a device you are testing), then configuring the Actual Result field can be useful. To do this, simply follow these steps:
When you then enter a test result for a test case that has separate test steps entered, you can optionally enter an actual result for each step:
You might also want to delete or disable the preconfigured custom fields such as Preconditions, Steps and Expected Results (please see the note above). To disable a field, edit it and simply remove the entry from the Projects table; this will remove the fields from all projects without deleting the entered data so you can restore the fields later if needed.
We usually recommend adding a Description text fields to cases and disable the Preconditions, Steps and Expected Results fields when configuring separate steps, but this can be configured as needed. You can also keep the built-in steps text field temporarily in order to migrate your existing data to the new format, in case you have any.