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UI Steps
UI Step

Add Tests to a Test

Plan 

Plan using the Issue Picker Dialog

Aside from adding Tests to the Test Plan using the issue create screen, you can also do it in the Test issue page or directly in the tests section of the Test Plan issue page, as follows.

 Click Add.

Click the Tests... option to open the Issue Picker Dialog.

- Note that if you choose Test Sets, you are not actually adding Test Set(s); instead, you are adding the Tests that belong to that Test Set(s).


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Open the Search tab.

Info

How to use

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the Issue Picker Dialog

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Below is an example of how to add tests, using some of the features available in the Search tab.

For more information, please visit the Issue Picker Dialog detailed overview.

Configure the search - in this case we will use JQL functionality from the Issue picker dialog.


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-Use the Filters dropdown button to include extra fields in the search criteria.

-Fill in the filters values.

-Press the search button.

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Step 5: Select and Add tests.

- Once the results are obtained you can order, add/remove columns to the results list (the columns selection is saved as a preference).

Check the tests you wish to add from the listed results.

Step 6:  Add tests by pressing "Add selected".

Check the tests you wish to add from the listed results.

 Add tests by pressing "Add selected."

The issues will then appear in the list of test in the plan.


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Tip

Reorder Tests

Ranking of Tests within the Test Plan can be done in two ways: directly in the Test Plan issue screen (if Hierarchical Test Oganization is disabled) or in the Test Plan Board (if Hierarchical Test Organization is enabled). This means you can rank Tests, whether you use hierarchies or not.

If you are using Hierarchical Test Organization, there is a course that will detail how to organize tests.

UI Step

Add Tests to a Test Plan by Editing the Issue

You can add Test to a Test plan just like you would for any other field.

To do this, click "Edit" and then access the "Test Plan Details."

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UI Step

Adding Test Plan to a Test

The same way you can add a Test to a Test Plan you can do the reverse by accessing the Test and then associated Test Plans like shown in the picture below.

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UI Step

Test Order

Ranking of Tests within the Test Plan can be done in two ways: directly in the Test Plan issue screen (if Hierarchical Test Oganization is disabled) or in the Test Plan Board (if Hierarchical Test Organization is enabled). This means you can rank Tests, whether you use hierarchies or not.


Learn more

If you are using Hierarchical Test Organization, you can and have to do the ranking within the Test Plan Board. More info here.


The following procedure details how you can change the order of the Tests, directly in the Test Plan issue screen. Under the Test Plan Details tab, you can populate the Test Plan custom fields provided by Xray, namely the Begin/End date. In this tab, you can also add tests to the Test Plan.