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Step 1: Click the Create Issue at the top of the screen to open the Create Issue dialog box / page.

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Step 2: Select the Project and on Issue Type select Test Plan.

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Step 4: 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.

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Optional: To create a series of similar Test Plans – within the same Project – select the Create another checkbox at the bottom of the dialog.

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Step 5a: If you selected the Create another checkbox, a new Create Issue dialog appears. This issue is automatically pre-populated with your previous Test Plan details, while leaving the Summary field blank.


Add Tests to a Test

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Plan 

Aside from adding the Tests to the Test Plan in using the issue create screen the user , you can also do it in the Test issue page.

Step 1: Click the Add button;.

Step 2: The user can choose Choose to add either Tests or Test Sets. 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).

Step 3: Choose the Tests you want, by using the Select or Search tabs and then selecting some or all of them.

Step 4: Click add selected in the open dialog when all the Tests or Test Sets the user; Add selected or Add all.

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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.


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If you are using Hierarchical Test Organization, you can and have to 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. 


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There are two ways of changing the order of Tests within a Test Plan:

Drag-and-Drop

To reorder Tests,

Step 1: Open the Test Plan issue.

Step 2: Hover over the desired Test row (under the Tests section on the view page) and the drag handle column.

Step 3: Click the drag handle and move the Test up or down in the current page.

Change Rank Action

This action allows users to change the Rank of a Test between pages.

To change the rank of a Test,

Step 1: Open the Test Plan issue.

Step 2: Hover over the desired Test (under the Tests section on the view page)

Step 3: Click the gear that appears in the last column. The actions menu should pop up with the available actions.

Step 4: Click the Move To action. The change rank dialog appears.

Step 5: Enter the desired index number (1-based) and click OK.

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Associate Test Executions to the Test Plan

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Test Executions can also be associated with a Test Plan by editing the custom field Test Plan in the Test Execution issue view page or directly in the create issue screen in the Test Execution Details tab. Note that with this method, only the Test Execution shall be associated with the Test Plan; the Tests will not be associated.

 


Test Plan table

The Test Plan Test view section in the issue page provides you with a table where you can see all the Tests that were added to the Test Plan and their Test Executions (if they are associated to the Test Plan).  


  1. Create planned Test Execution (see next Section), so its results be reflected on the current Test Plan
  2. Add Tests and Test Sets
  3. Test Plan Progress Bar
  4. Table Filters
  5. Use a Test Environment to calculate the status for test issues for that environment.

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Each row represents a Test with configurable columns, with the exception of the Latest Status. Each row also contains an inner table with information about the Test Execution. Click on the blue arrow to see the inner table for a particular test.

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