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Please read Overview of the Test Plan Board, for a more detailed explanation of the Test Plan Board, pros and cons, recommendations and additional information. |
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Settings
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To edit the Board of a given Test Plan, the user must be able to access the project (browse permisison) and have the edit permission for the Test Plan issue. Also, hierarchical test organization must also be enabled in Xray settings.
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Overview of the Test Plan Board UI
The Test Plan Board screen can be accessed from the project left side bar by choosing the Test Plan Board icon.
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- A: Folders section
- A1: "All" and "Orphans" metafolders
- A2: the Test Repository itself, composed of folders and sub-folders with Tests organized within them
- A3: CRUD actions for the current selected folder (e.g. create, rename, delte)
- A4: information about the the amount of Tests within in the current folder and the total Tests, including sub-folders
- B: Tests section
- B1: path of the folder
- B2: filter for Tests
- B3: additional information about the shown Tests vs the actual total amount of Tests within the current folder
- B4: ranked list of Tests within the current folder (only direct childs)
Folder Actions
A folder can be selected by clicking on it.
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Note: currently it is not possible to select multiple folders.
Create
To create a new folder:
Step 1: Click on the parent folder
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Step 4: Press Enter or click outside of the selected folder
Rename
To rename an existing folder:
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Step 3: Press Enter or click outside of the selected folder
Remove
Users can easily remove an existing folder, and its descendant folders.
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Step 3: Confirm removal of folder
Expand/Collapse
Folders can be expanded or collapsed easily just by clicking in the folder's icon.
Expand/Collapse All
Expand all and collapse all actions are available as contextual actions. These actions alow
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Step 2: Use the context action Expand All or Collapse All
Create Test Set
Users can easily create a Test Set with all the Tests in a given folder and its descendant folders.
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Step 3: Fill out the Test Set fields and click "Create". Your brand new Test Set is created with all the Tests, in the proper order.
Add to Test Set(s)
Users can add Tests to an existing Test Set with all the Tests in a given folder and its descendant folders.
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Step 3: Choose the Test Set(s) key(s) and select "add selected". Test Set(s) will now be updated.
Create Test Execution
Users can easily create a Test Execution with all the Tests in a given folder and its descendant folders.
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Step 3: Fill out the Test Execution fields and click "Create". Your brand new Test Execution is created with all the Tests, in the proper order.
Add to Test Executon(s)
Users can add Tests to an existing Test Execution with all the Tests in a given folder and its descendant folders.
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Step 3: Choose the Test Execution(s) key(s) and select "add selected". Test Execution(s) will now be updated.
Tests Actions
Tests can be selected by clicking on them. Multiple selection is possible by using the "Ctrl" key (on Windows) or the "Cmd" key (on OS X). The "shift" keys can be used to select a list of Tests from the currently selected test to the clicked one.
After selecting one or more Tests, context actions can then be done on them, such as creating a Test Set, Test Execution, etc.
Moving to another folder
Tests can be moved to another folder just by using drag-and-drop to the destination folder.
Users can also use this operation for "moving" Tests (i.e. adding Tests) from the meta-folders (i.e. All, Orphans) to folders within the Test Repository.
Ordering / Ranking
Tests can be ranked within a folder by using drag-and-drop.
Create Test Set
A new Test Set can be created containing the selected Tests. For this, the context action "Create Test Set" should be used.
Add to Test Set(s)
Selected Tests can be added to an existing Test Set. For this, the context action "Add to Test Set" should be used.
Create Test Execution
A new Test Execution can be created containing the selected Tests. For this, the context action "Create Test Execution" should be used.
Add to Test Execution(s)
Selected Tests can be added to an existing Test Execution. For this, the context action "Add to Test Execution" should be used.
Move to Orphans
Users can move Tests to the Orphans folder; this is equivalent to removing them from the Board.
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Step 3: Confirm by clicking on "Move to Orphans"
How ranking works whenever adding Tests to or creating Test Sets, Test Executions
Whenever creating a Test Set, Test Execution or Test Plan, or adding Tests to some existing one, Xray will respect the order of the Tests taking into account the ranking they have in the Board.
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