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Create a Test Plan from a Test Folder

Select cases in a Test Folder, create a Standard Test Plan, and choose whether to open the plan for execution immediately.

Create a Standard Test Plan from a Test Folder when you want to organize a selected set of its Test Cases into a testing cycle. The folder remains the plan’s requirement context; the plan has its own readable key, such as DEMO-P13, and iterations.

Before you begin

Open the correct Jira space and Test Folder. Make sure you have permission to create Test Plans and access the cases you want to include. Review any active filters so you select the intended cases.

Create the plan

  1. In Vansah, open the Test Cases tab and select the Test Folder.

  2. Select the checkboxes for the cases you want in the plan. Check the selected count, especially if you have paged or filtered the list.

  3. Open the execution/plan menu beside the selected count and choose New Test Plan.

  4. Enter a descriptive Test Plan Name, such as Checkout regression.

  5. Leave Create & Run unchecked to create the plan for later, or select it to open the new plan after creation.

  6. Select Create.

The screenshots show an earlier layout. The selected cases, New Test Plan action, and Create & Run choice are the important controls.

Selecting folder Test Cases and choosing New Test Plan

Test Plan Name and Create and Run controls

Review the new plan

Open the folder’s Test Plans tab or follow the new plan that opens. Confirm its name, linked folder, cases, selected versions, and initial iteration. Creating the plan does not record passed or failed results.

The initial plan uses the selected cases and their linked versions. Review its dates, environment, release, sprint, and assignments before execution. The shortcut can carry the currently selected run properties into the plan.

When you are ready, execute the cases in the plan. See Execute Test Cases in a Test Plan.

Choose the right plan workflow

Use this folder shortcut for a Standard Test Plan based on one requirement. If you need a plan covering multiple work items or folders, see Advanced Test Plans.

If creation reports an error, check the folder’s Test Plans list before trying again. This helps avoid duplicate plans if part of the creation completed.

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