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Creating an Advanced Test Plan

Create an Advanced Test Plan in Vansah using Jira work items and Test Folders. Select test cases, include subfolders and set planned dates.

An Advanced Test Plan brings together Jira work items and Test Folders in one plan. Use it to organize testing across several requirements, folders or Jira spaces and track their progress together.

Before you begin

  • Make sure you can access Vansah and the Jira spaces, work items and Test Folders you want to include.

  • You need the Create Test Plans permission in Vansah.

  • For Jira work items, check that the test cases you want to run are linked to those work items. For Test Folders, review which test cases and subfolders you need.

Start your Advanced Test Plan

  1. Open your Jira space and select Vansah.

  2. On the Vansah Board, select Test Plans, then Create.

  3. Choose Advanced Test Plan and select Next.

  4. Enter a clear Test Plan Name, such as Checkout regression — November release.

Choosing Advanced Test Plan before selecting Next

Add Jira work items

Choose how you want to find the work items to include. You can also create a plan using Test Folders only.

Option

How to use it

List

Search for and select individual Jira work items by their key or summary.

Filter

Select a saved Jira filter to include its matching work items.

JQL

Enter a Jira search query to find the work items you need. JQL is Jira’s advanced search language.

Review the matching work items before continuing. A saved filter or query must be accessible to your Atlassian account.

Add Test Folders and choose test cases

  1. Under Test Folder(s) selection, open the folder selector.

  2. Choose the Jira space you want to browse, then expand the folder tree.

  3. Select the checkbox beside each Test Folder you want to include. Opening a folder lets you review its test cases.

  4. For a folder with subfolders, review the folder’s selection options: This folder only includes tests directly in that folder; Include all subfolders also includes tests in its nested folders.

  5. Review the selected test cases. Select or clear individual checkboxes to adjust the tests included in the plan.

  6. Select Apply to return your selection to the plan. Repeat for other folders or spaces as needed.

Including subfolders: Selecting a parent folder does not automatically include all its subfolders. Choose Include all subfolders when you need the entire folder structure. Enable Use this choice for every folder only if you want to reuse that choice for subsequent folder selections.

Selecting more than one page: If the test case selection offers Select all Test Cases and Select current page, choose Select all Test Cases to include the full set, rather than only the tests currently displayed. Wait for the selection to finish before applying it.

Set dates and create the plan

  1. Set the Planned start date and Planned end date. The end date must be on or after the start date.

  2. Review the Assignee and change it if another team member should own the plan.

  3. Check the selected work items, Test Folders and test case selections.

  4. Select Create to save the plan. To open it immediately for testing, enable Create & Run before selecting Create.

An example Advanced Test Plan with selected requirements, planned dates and the Create button

Review and use your plan

Open the new plan from Test Plans on the Vansah Board. Review its requirements, expand them to see the included test cases, and run the tests when you are ready.

You can change the order of requirements to match your testing sequence. For later changes to the included work items or folders, see Reconfiguring Advanced Test Plan.

If something does not look right

What you see

What to check

Tests from child folders are missing

Review the parent folder’s scope and choose Include all subfolders. Apply the updated selection.

Only one page of tests is selected

Use Select all Test Cases when the selection menu offers a choice between all tests and the current page.

A Jira work item has no tests

Check that test cases are linked to the work item and that you can access them.

The plan cannot be created

Check the name, requirement selection and dates, and resolve any displayed errors. Names can contain up to 255 characters.

For an introduction to plans and their purpose, see Understanding Test Plans.

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