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Reconfiguring an Advanced Test Plan

Update an Advanced Test Plan’s Jira work items, folders, and selected test cases, then save and review how the changes affect its iterations.

Reconfigure an Advanced Test Plan when you need to change the Jira work items, test folders, or folder test cases included in its testing scope. Update the existing plan to keep its identity and testing cycles together.

Before you begin

  • Check that you can access the plan and the Jira spaces containing the requirements and test cases you want to include.

  • Review the existing requirements and test case links before making changes.

  • Export any results you need to retain before removing requirements or test case links.

Scope changes apply across the plan’s iterations. Reconfiguring the plan can change the test cases included in progress calculations and reports for earlier testing cycles as well as the current one.

Open Reconfigure

  1. Open Vansah in your Jira space and select Test Plans.

  2. Open the Advanced Test Plan you want to update.

  3. Select the pencil icon labeled Reconfigure near the top-right corner of the plan.

Select the Reconfigure pencil icon in the open Advanced Test Plan.

Update the Jira work items

Under Work Item(s) selection, choose how to select the Jira work items that define the plan’s requirements.

Selection method

How to use it

List

Search for and select individual work items. Remove a selected work item with the × beside it.

JQL

Enter a Jira Query Language search for the work items you want to include. Check that the query is valid before saving.

Filter

Choose a saved Jira filter you can access. Review whether it returns the requirements you need.

Wait for the work item search to finish before saving. The test cases linked to the selected work items provide the testing coverage for those requirements.

Update test folders and their test cases

  1. Under Test Folder(s) selection, use the Jira space selector to choose where to browse for folders.

  2. Open the folder selector. When folders are already selected, use the + control to add another folder, or select a folder’s name to review its test cases.

  3. Review the folders and test cases to include. Check the test case versions shown in the selection.

  4. Select Apply and review the added and removed items in the confirmation. Confirm the selection to return to Reconfigure.

  5. To remove a selected folder from the plan’s scope, use the × beside that folder.

The count beside a selected folder shows how many test cases are included from it. Keeping an existing folder without changing its selection keeps the test cases already selected for it.

Save and check the plan

  1. Review the complete work item and folder selection, including anything you removed.

  2. Select Save in Reconfigure. Applying a folder selection alone does not save the plan’s configuration.

  3. Check the updated requirements and linked test cases in the plan.

  4. Review Insights and the relevant iterations if the scope change affects progress reporting.

Select Save in Reconfigure after reviewing the plan’s complete selection.

Use Cancel to close Reconfigure without saving the changes.

What changes when you save?

  • Added requirements and selected test cases become part of the plan’s scope.

  • Removed requirements and deselected folder test cases are no longer included as active links in the plan.

  • The source Jira work items, test folders, and test cases are not deleted.

  • The plan recalculates iteration results for its updated scope and records the configuration change in test plan history.

If you cannot save or find an item

  • Reconfigure is missing: Open the plan itself and confirm that it is an Advanced Test Plan.

  • A folder is missing: Check the Jira space selector and your access to that space.

  • Save is disabled: Wait for searches to finish and check that your work item or folder selection is valid.

  • Apply is disabled: Wait for saved folder selections to load and confirm that you have made a selection change.

  • Permission is denied: Ask your administrator to check access to the plan, its Jira space, and the selected requirements.

To start another testing cycle without changing the plan’s scope, create a new iteration. See Managing Test Plans.

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