Test Plans - How-to Guide

Owned by Support Advocate (ease solutions)
Last updated: Jul 18, 2022 by Angelica Salazar
3 min read

Overview

The major tasks for managing test plans in T4J are explained in the sections 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 View, which is an extension of the project’s definition tree.

Test Plan Operations

The following tasks are performed in the Plan View. Start by selecting the plan view of the project.

Task

Action

Task

Action

Create a 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 Edit Plan icon for the test plan.

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

Delete a 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 Copy Plan icon for the test plan.

Export a test plan in JSON format

  • Select the Export Plan icon for the test plan.

Export test plans in XML or Excel formats

  • 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 Filter button in the set of R4J menus.

  • Enter the text to use as criteria and select Filter to restrict the list of plans to those matching the text.

Test Plan Tree Operations

The following tasks are performed in the Plan Tree view. Start by selecting the plan view of the project, then select a specific plan to open the tree view.

Task

Action

Task

Action

Create a folder

  • 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 folder

  • Select Edit from the context menu of a folder.

  • Update values as desired and select Update.

Remove a folder

  • Select Delete from the context menu of a folder.

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

Expand/Collapse a folder

  • Select Expand all or Collapse all from the context menu of a folder.

Refresh folder from server

  • Select Refresh folder from the context menu of a folder.

Move a folder or test cases to a different folder

Move via drag and drop:

  • In the plan tree select and hold the desired folder or test cases and drag them underneath the target folder.

Move via context menu:

  • Select the desired folder or test case and select Cut from the context menu of a folder.

  • Select Paste from context menu of the target folder.

Copy a folder or test case

  • Select the desired folder or test case and select Copy from the context menu of a folder.

  • Select Paste from context menu of the target folder.

When copied, the issue itself is not duplicated, but rather it occurs more than once in the plan tree.

Create a new test case in a folder

  • 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 folder

 

Add test cases via drag and drop:

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

Add test cases via context menu:

  • Select Add existing issues from the context menu of the target 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.

Execute test plan

  • Select Execute test plan from the context menu of the root folder.

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