Use a requirement filter to focus the left-hand requirement list in an Advanced Test Plan. Save work item or Test Folder criteria, then reuse the filter while reviewing a plan.
Create a requirement filter
Open the Advanced Test Plan and its requirement panel.
Open the panel’s filter/menu control and select Create new filter.
Enter a descriptive name, such as Checkout requirements.
Choose Private for your own saved filter or Public when you intend other users to find it.
Choose the Jira work item selection criteria and/or Test Folders. Review the selected folders and work item query before saving.
Select Save, then check the requirements displayed in the plan.
A new filter can start with the plan’s existing requirements selected. Remove anything you do not want included rather than assuming the selection starts empty.
Apply a saved filter
Open the requirement panel’s filter control and choose Saved Filters where offered.
Select the filter you want to use.
Review the resulting work items and folders before starting or assigning testing.
The filter is applied to requirements already linked to the current plan. Reusing it in another plan does not add its work items or folders to that plan. A Public filter does not grant access to underlying Jira or Vansah data.
Edit or clear a filter
Open the saved-filter list and find the filter.
If you created it, use Edit to open its settings.
Change the name, visibility, or selection criteria, then select Update.
Review the current plan again to confirm the saved changes.
To show the plan without that saved condition, choose Clear filters from the requirement panel’s menu. Clearing a filter does not delete it or unlink requirements.
Check the scope before using the result
Requirement filtering changes the requirement list. It does not assign testers, change execution results, or filter individual case attributes by itself. Use the Test Case list’s filters for case-level criteria.
If a work item query has no matches and no folders are selected, the current implementation can leave the full plan list visible. Verify the displayed requirements against your criteria; do not treat an unchanged list as proof that every requirement matched. Contact Vansah if this occurs.
Watch the walkthrough
This official walkthrough shows the create, select, and edit workflow in an earlier layout.