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Overview

The major tasks for managing test plans in T4J are explained in the table below. To work on a test plan in T4J the first step is to navigate to its plan view, as follows:

  • Select the project to open, using one of the following ways:

    • Select Tests in the main navigation bar and select a project from Current Project or Recent Projects.

    • Select Tests > View all projects from the main navigation bar and select a project from the list.

    • You should now see the definition view, which is the default view of a project.

  • Select the Plan entry in the main T4J menu. You should now see the plan view, which displays a list of existing test plans.

  • To work on a specific plan, select the plan name.

  • You should now see the plan tree definition view, which is an extension of the project’s definition tree.

Test Plan View Tasks

Task

Action

Create a new test plan

  • Select the plan view of the project in which you want to create the new test plan.

  • Select New Plan in the top right corner.

  • Enter a name for the test plan and an optional description.

  • Select Create to create the new test plan.

Edit a test plan

  • Select the plan view of the project containing the test plan.

  • Select the Edit Plan icon for the test plan.

  • Enter the desired values and select Update to save the changes.

Delete a test plan

  • Select the plan view of the project containing the test plan.

  • Select the Delete Plan icon for the test plan.

  • Select Delete to confirm that you want to delete the plan.

Copy a test plan

  • Select the plan view of the project containing the test plan.

  • Select the Copy Plan icon for the test plan.

Export a test plan in JSON format

  • Select the plan view of the project containing the test plan.

  • Select the Export Plan icon for the test plan.

Export test plans in XML or Excel formats

  • Select the plan view of the project.

  • Select the Export dropdown menu entry in the set of R4J menus.

  • Select an option:

    • XML: This option results in an XML file containing a list of test plans and their attributes.

    • XML with details: This option results in an XML file containing a list of test plans, their attributes and their included test cases.

    • Excel: This option results in an XML file containing a list of test plans and their attributes.

    • Excel with details: This option results in an XML file containing a list of test plans, their attributes and their included test cases.

Filter test plans

  • Select the plan view of the project.

  • Select the Filter button in the set of R4J menus.

  • Enter the some text and select Filter to restrict the list of plans to those matching the text.

Create a test plan tree folder

  • Select the plan view of the project containing the test plan.

  • Select the plan name in the list, opening the plan tree view.

  • Select Create Folder from the context menu of a existing folder.

  • Choose a name and an optional description for the folder. You can also add attachments (graphic format files only) that can be included in the folder description.

  • Select Create to add the folder.

To create multiple folders without leaving the Create Folder dialog, select the option Create another.

Edit a test plan tree folder

  • Select the plan view of the project containing the test plan.

  • Select the plan name in the list, opening the plan tree view.

  • Select Edit from the context menu of a folder.

  • Update values as desired and select Update.

Remove a test plan tree folder

  • Select the plan view of the project containing the test plan.

  • Select the plan name in the list, opening the plan tree view.

  • Select Delete from the context menu of a folder.

  • Select Delete to confirm that you want to delete the folder.

Create a new test case in a test plan folder

  • Select the plan view of the project containing the test plan.

  • Select the plan name in the list, opening the plan tree view.

  • Select Create Issue from the context menu of a folder.

  • Use the standard Jira Create Issue dialog to create the new issue and add it to the folder.

Add test cases to a test plan folder

  • Select the plan view of the project containing the test plan.

  • Select the plan name in the list, opening the plan tree view.

Add test cases via drag and drop:

  • In the definition tree select and hold the desired test cases and drag them underneath the folder.

Add test cases via context menu:

  • Select Add existing issues from the context menu of a folder.

    • Select Search for issues to search for recently viewed issues and select one or more issues from the list to add them to the selected folder.

    • Select From filter and select a saved filter or provide a JQL statement. The issues matching the filter or JQL query are added to the selected folder.

  • Select Add to add the selected test cases to the folder.

The added issues do not have to come from the same project as the test plan’s.

A test case may appear more than once in different folders in the same test plan. 

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