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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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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.

Step 1: Click Add.

Step 2: Choose to add either Tests or Test Sets. Note 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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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 or Add all.

 Open the Search tab.

Info
titleHow to use de Issue Picker Dialog

This 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.

Step 4: Configure the search.

-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".

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Reorder Tests

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You can also add existing Test Execution issues directly to a Test Plan. 

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The selected Test Executions will be added, including the Tests associated with those Test Executions.

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.

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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). 

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  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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This inner table is similar to the Test Run table as it allows for inline execution ( 1 )  and for operations like assignee and remove ( 2 ). This inner columns are not configurable.

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You can select some Tests, using the bulk selection (1), and then schedule a Test Execution for them.

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Clone Test Plan and respective Board

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The new Test Plan will be created in a clean state, containing the original Tests without any execution related information. If hierarchical test organization, the Board folder structure is also cloned.


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