TestFLO - Test Management for Jira

Last updated Aug 26, 2019

Test Plan operations

This page provide information about Test Plans operations.

Each Test Plan has dedicated operations:

Assign Test Cases

This operation allows to change Assignee of all not executed Test Cases under a Test Plan. Its overrides standard Assigne permissions it is highly useful if your company has sophisticated security regulations and/or for example tester should not be able to change Assignee within the project except Test Cases. Another advantage is bulk change of Assignee of all Test Cases under a Test Plan.

Steps

To configure Assign Test Cases operation:

  1. Go to the Administration > Add-ons > TestFLO Settings > Test Case.
  2. Select the Assign Roles option and click pencil.
  3. Select appropriate roles and click outside the option.

Result

The configuration has been saved. From now on, on the Test Plan the Assign Test Cases operation will be available only for configured roles. You can find the operation in the Test information panel or menu More.

Next iteration

The Next iteration operation allows to create another iteration of Test Plan with Test Cases based on four strategies. Together with the new iteration, all Test Cases execution statuses, linked defects and step comments will be reset. This will allow you to test again chosen Test Cases in the new iteration. All previous Test Case executions are available in the Test Executions tab on Test Case and all previous Test Plan iterations are available in the Test Plan Iterations tab on Test Plan.

Info

You can restrict users permissions to use this operation. To learn more see TestFLO permissions.

Depending on the results of a given iteration and what Test Cases you want to execute in the next iteration, you can use strategies:

All Test Cases

This strategy creates new iteration with all existing Test Cases on Test Plan.

Steps

To use All Test Cases strategy:

  1. Click the Next iteration operation from Test information panel or select from menu More.
    Next iteration operation on Test Plan
  2. Select All Test Cases strategy and click Next.
  3. The Next iteration dialog displays list with all Test Cases from Test Plan. Click Create to create next iteration.
    Next iteration operation on Test Plan

Result

The next iteration have been created. Historical data from the previous iteration has been saved in the Test Plan Iterations tab.

Not passed Test Cases

This strategy creates a new iteration with Test Cases whose statuses are not configured as Passed statuses in the Test Case section in TestFLO Settings.

Steps

To use Not passed Test Cases strategy:

  1. Click the Next iteration operation from Test information panel or select from menu More.
    Next iteration operation on Test Plan
  2. Select Not passed Test Cases strategy and click Next.
  3. The Next iteration dialog displays Test Cases list with not passed statuses from current Test Plan iteration. Click Create to create next iteration.
    Next iteration operation on Test Plan

Result

The next iteration have been created. Historical data from the previous iteration has been saved in the Test Plan Iterations tab.

Only failed Test Cases

This strategy creates a new iteration with Test Cases whose statuses are configured as Failed statuses in the Test Case section in TestFLO Settings.

Steps

To use Only failed Test Cases strategy:

  1. Click the Next iteration operation from Test information panel or select from menu More.
    Next iteration operation on Test Plan
  2. Select Only failed Test Cases strategy and click Next.
  3. The Next iteration dialog displays Test Cases list with failed statuses from current Test Plan iteration. Click Create to create next iteration.
    Next iteration operation on Test Plan

Result

The next iteration have been created. Historical data from the previous iteration has been saved in the Test Plan Iterations tab.

Custom Test Cases

This strategy allows to create a new Test Plan iteration with selected by user Test Cases.

Steps

To use Custom Test Cases strategy:

  1. Click the Next iteration operation from Test information panel or select from menu More.
    Next iteration operation on Test Plan
  2. Select Custom Test Cases strategy and click Next.
  3. The Next iteration dialog displays list with all Test Cases from Test Plan. Select the Test Cases you want to test in the next iteration and click Next.
    Tip

    Use Quick filters to filter relevant Test Case statuses or Test Cases that are in current iteration.

    Next iteration operation on Test Plan
  4. The Next iteration dialog displays all selected Test Cases. Click Create to create next iteration.
    Next iteration operation on Test Plan

Result

The next iteration have been created. Historical data from the previous iteration has been saved in the Test Plan Iterations tab.

Reset current iteration

The Reset current iteration operation reset all Test Cases execution in current iteration to initial state. All Test Case statuses, Steps statuses, linked defects, Steps comments, Resolution and Resolution date Test Cases wiil be reset.

Info

You can restrict users permissions to use this operation. To learn more see TestFLO permissions.

Steps

To use Reset current iteration:

  1. Click the Reset current iteration operation from Test information panel.
    Reset current iteration operation on Test Plan
  2. Click Confirm to reset current iteration.

Result

The current iteration have been reset to initial state.

Copy Test Plan

The Copy Test Plan operation is a dedicated operation for multiplying plans. It is one of the solutions when you need to make for example regression test. The Copy Test Plan operation allows you to select tests that you want to copy to the new Test Plan using two mechanisms.

Steps

To use Copy Test Plan:

  1. Click the Copy Test Plan operation from Test information panel or select from menu More.
    Copy Test Plan operation on Test Plan
  2. Select target projects from list. By default, the project from which the Test Plan was created is set.
    Warning

    Available projects are those in which:

    • Test Execution module has been activated.
    • Current user has Create Issue and Browse Project permissions.
    Copy Test Plan operation on Test Plan
  3. Select from two copy mechanisms:

    3a. current Test Cases creates Test Cases on the copied Test Plan as copy of Test Cases in current Test Plan (one-to-one).

    Copy Test Plan operation on Test Plan
    3b. instances of active Test Case Templates creates Test Cases as instance of Test Case Templates originating Test Cases in current Test Plan.
    Copy Test Plan operation on Test Plan
    Note

    If Test Plan have multiple Test Cases originated from the same Test Case Templates, the target Test Plan will contain all Test Cases for each Test Case Template.

  4. Select Test Cases or Test Case Templates (depending on the chosen mechanism) to copy from list.

  5. Click Copy to copy Test Plan.

Result

The Test Plan was created.

Create Test Cases

This operation allows creating Test Cases on Test Plan. Test Case is an issue type which is an executable copy of the Test Case Template. The Test Case Template becomes Test Case when you use the Create Test Cases operation.

Due to the fact that Test Cases are creating by using Test Case Templates a table below lists the fields copied by default and those that can be updated using the Create TCs with fields from filter config setting from TestFLO settings.

Field type Default configuration Field configuration from filter
Summary yes yes (always)
Description yes yes
Priority yes yes (always)
Component/s yes yes (compared by name)
Labels yes yes
Remaining Estimate yes yes
Original Estimate yes yes
Attachments yes yes (every time, no attachment column in filter)
Assignee default assignee from project or component yes
Affects Version/s no yes (compared by name)
Environment no yes
Fix Version/s no yes (compared by name)
Issue links separate configuration Copy links from TCT yes
Issue security no (inherited from Test Plan) no (inherited from Test Plan)
Reporter logged user logged user
Custom fields yes (all in TCT and TC context) yes

Steps

To create Test Cases:

  1. You have three ways to use Create Test Cases operation:

    1a. from the menu More,
    1b. from Test Cases panel,
    1c. from the Test information panel.

    Create Test Cases operation on Test Plan

  2. On the Select issue(s) dialog select these Test Case Templates you want to add to the Test Plan. After selection, click Select.

    Create Test Cases operation on Test Plan
    Note

    The list shows Test Case Templates with Active statuses from projects for which the user has browse permissions.

    Tip

    If any of the Test Case Templates have already been added to the Test Plan, it will be highlighted in yellow.

  3. While the Test Cases are loading to the Test Plan the progress bar will be displaying. If it is necessary to interrupt operation, you can Abort Create Test Cases using the button below the progress bar.

    Create Test Cases operation on Test Plan

Result

The selected Test Cases were created on the Test Plan. If you use the Abort Create Test Cases, then so many Test Cases will be created until the button is used.

Create Test Cases operation on Test Plan

The Link with Requirement operation allows to link given Test Plan with requirements. This operation is connected with Requirement field on issue and Requirements tab in project configuration.

Info

To read more about Test Plans and its connection to requirements, see Link with Test Plans.

Steps

To link with requirement:

  1. Click the Link with Requirement operation from Test information panel or select from menu More.
    Link with Requirement operation in TestFLO Jira Test Management
  2. On the Select issue(s) dialog select requirements that you want to link with given Test Plan. After selection, click Select.
    Note

    The list can show:

    • only these issues from projects which were selected in the Requirements tab in project configuration (restrictions for requirement),
    • all issues when no restrictions were selected in the Requirements tab in project configuration.
    Link with Requirement operation in TestFLO Jira Test Management

Result

The requirements have been linked with the Test Plan in Requirement field.

Link with Requirement operation in TestFLO Jira Test Management

Update Test Cases

This operation updates all not executed Test Cases created from the Test Case Template on the Test Plan.

Due to the fact that Test Cases are updated by using Test Case Templates a table below lists the fields copied by default and those that can be updated using the Update TCs with fields from filter config setting from TestFLO settings.

Field type Default configuration Field configuration from filter
Summary yes yes
Description yes yes
Priority yes yes
Component/s yes (compared by name) yes (compared by name)
Labels yes yes
Remaining Estimate yes yes
Original Estimate yes yes
Attachments yes (compared by name and file size) yes (every time, no attachment column in filter, compared by name and file size)
Assignee no yes
Affects Version/s no yes (compared by name)
Environment no yes
Fix Version/s no yes (compared by name)
Issue links no yes
Issue security no no (inherited from Test Plan)
Reporter no yes
Custom fields yes (all in TCT and TC context) yes

Steps

To use Update Test Cases operation:

  1. Click the Update Test Cases operation from Test information panel or select from menu More.
    Update Test Cases operation in TestFLO Jira Test Management
  2. On the Update Test Cases dialog select Test Cases which you want to update from Test Case Templates. After selection, click Update.
    Note

    The list will show only those Test Cases that were not executed (their statuses are not set in the Closed statuses setting from TestFLO settings.

    Update Test Cases operation in TestFLO Jira Test Management

Result

The selected Test Cases have been updated from the Test Case Templates from which they were created.

Note

While updating Test Cases, all Steps statuses will be reset to its default state.