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Set Up the Test Folder Traceability Matrix Gadget

Configure a Jira dashboard matrix to review Test Folders, linked Test Cases, matching execution results, and defects, then export the report.

Use the Test Folder Traceability Matrix gadget to review the tests linked to your Test Folders, their execution results, and any Jira work items linked during testing. You can report on selected folders from one or more Jira spaces.

Before you begin

  • Use a Jira dashboard you can edit to add or configure the gadget.

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

  • Check that the intended Test Cases and versions are linked to those folders.

1. Add the gadget

  1. Open your Jira dashboard and enter dashboard editing if required.

  2. Select Add gadget, search for Vansah - Test Folder Traceability Matrix, and add it.

  3. Open the gadget’s configuration.

2. Select the Jira spaces and Test Folders

  1. Select the Jira space or spaces that contain the folders you want to report on.

  2. Next to Test Folder(s) selection, select the three-dot folder selection control. If folders are already selected, use Modify Test Folders to change them.

  3. In the folder selection panel, choose a Jira space from the selector, expand the folder tree, and select the folders you need. Review the selected folders, including any nested folders you intend to include.

  4. Select Apply to return the folder selection to the gadget configuration.

  5. Confirm the selected folders and Jira spaces. Both a space selection and at least one Test Folder are needed before saving.

The folder picker lets you browse the selected Jira spaces and choose the folders for the report. This screenshot shows an earlier placement of the Apply button.

3. Add filters and save

  1. Use More to add available testing filters, then choose a value for each one. For example, select a Test Environment to focus on that environment’s results.

  2. Review the spaces, folders, and filters, then select Save.

  3. Wait for the matrix to load.

Review your filters again after changing Jira spaces because several filter selections are reset.

Read the matrix

Column

What it shows

Test Folder

The selected folder and its position in the folder hierarchy. Select its name to open the folder.

Test Cases

Linked Test Case keys and headlines, with result indicators and execution details. Select a case key to open the case.

Work items/bugs

Jira work items linked to the matching Test Run’s logs, such as defects.

A folder can appear across several rows because each linked Test Case has its own row.

The matrix uses the latest matching execution for the case version linked to that folder, subject to the selected filters. Running the same case against another work item, folder, or version does not necessarily change the result in this matrix. A globally blocked case or folder-specific block can affect the displayed result.

Use the search box above the table to find folders by name. Clear it to return to the full loaded list. This search also narrows the rows used for spreadsheet exports.

Export or review the configuration

  1. Open the More menu (three dots) inside the matrix.

  2. To download the report, select Export, choose XLSX or HTML, then select Export again. Check your browser’s downloads or save prompt.

  3. To review saved settings, select Configuration History. Choose a version to inspect it; select Restore only when you want to apply that configuration.

Exports are snapshots of the loaded report. Restoring a configuration changes the gadget settings; it does not restore historical Test Case or execution data.

If data is missing or unexpected

  • Confirm that the correct Jira spaces and folders are selected, and clear the table search.

  • Review nested folder selections and any testing filters.

  • Check the linked Test Case version and the context of the execution you expected to see.

  • Refresh the gadget after saving changes. If the result still differs, contact Vansah support with the folder path, Jira space key, Test Case key, and the filters you used.

For overall percentages and counts by folder, use the Test Folder Traceability Summary gadget. The Matrix focuses on individual linked tests and their results.

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