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Table of Contents

Jira Global Settings

Head to Test Management Global Settings by clicking on the gear-shaped icon, located on the upper right corner and then on Test Management for Jira.

Project administration

Enable or disable Test Management for the projects available on Jira individually or in bulk. Note: you can disable Test Management any time, without losing data.

Global access restrictions

Global access restrictions allow you to define which user can access Test Management. By default access is enabled for everybody, however, you can restrict the access only for the users in the listed groups and roles.

Manage projects restrictions

Manage projects restrictions allow you to define which user can manage project settings. By default, users with the Project Administrator role have permission to manage project settings, however, you can restrict the access only for the users in the listed groups and roles.

Time and Date Formats

Test Management for Jira (TM4J) uses the same time and date format configured in Jira. Jira system administrators can configure the format in the Look and Feel page. It allows you to customize the way times and dates are presented to users throughout the TM4J and Jira user interface.

Head to Administration>System page.

Go to the User interface section and then click on Look and feel.

In the Date/Time formats configure the desired formats. Bear in mind these changes will affect both Jira and TM4J.


Jira Project Settings

Open a project in Jira to which you want to make project-settings changes.

Click the Project Settings gear icon on the bottom-left corner of the screen.

Then select Test Management for Jira.


Enabling and Disabling Test Management for JIRA

You can enable or disable Test Management by using this setting. Note: you can disable Test Management any time, without losing data.

Enabling/Disabling Test Management for Jira for specific issue types

You can enable/disable Test Management for Jira for the desired issue types.

Hiding traceability sections in the Issue view page

Hide traceability sections from the issue view page when no links exist for test cases, test cycles or test plans.

Allows you to enable automatic traceability links between issues, test cases, test cycles and test plans.

Permissions

If the permission system is enabled, the permissions configured in this setting will be handled on the selected project. Otherwise, all users that can view this project will be able to perform any actions on Test Management for Jira.

Versions

Versions are points-in-time for a project. They help you schedule and organize your releases. TM4J uses the versions available in the Jira project settings page.

Components

Components are sub-sections of a project. They are used to group issues or test cases within a project into smaller parts. TM4J uses the components available in the Jira project settings page.

Test Management Settings

Open Test Management for Jira.

Click the ellipses (…).

The project configurations screen opens.

Configure project-level settings on this screen, including settings for environments, datasets, custom fields, statuses, and more.

Environments

The Environment page allows you to add new environments, and rename or remove existing ones. For each environment, you can define a name - displayed throughout the project - and a description.

Labels

The Labels page allows you to add new labels, and rename or remove existing ones.

Iterations

The Iteration page allows you to add new iterations, and rename or remove existing ones. For each iteration, you can define a name - displayed throughout the project - and a description.

Datasets

The Datasets page allows you to define test data parameters that can be re-used in Test Cases across the Project on the Test Scripts.

Priorities

The Priorities page allows you to add new priorities, and rename or remove existing ones.

Test cases status

The Test Case Status page allows you to add new statuses that may be set to test cases. Here you can also rename or remove existing statuses.

Test plan status

The Test Plan Status page allows you to add new statuses that may be set to test plans. Here you can also rename or remove existing statuses.

Test cycle status

The Test Cycle Status page allows you to add new statuses that may be set to test cycles. Here you can also rename or remove existing statuses.

Test execution status

The Test Execution Status page allows you to add new statuses that may be set to test results. Here you can also rename or remove existing statuses. 

Custom fields for test cases

The Custom Fields (Test Cases) page allows you to create custom fields of the following types: Checkbox, Date Picker, Decimal Number, Number, Select List, Text Field (Multi Line), Text Field (Single Line). You can also drag and drop to reorder the fields and define whether the fields are required or not. The custom fields are displayed under the section More Information of the Test Case.

Custom fields for test plans

The Custom Fields (Test Plans) page allows you to create custom fields of the following types: Checkbox, Date Picker, Decimal Number, Number, Select List, Text Field (Multi Line), Text Field (Single Line). You can also drag and drop to reorder the fields and define whether the fields are required or not. The custom fields are displayed under the section More Information of the Test Plan.

Custom fields for test cycles

The Custom Fields (Test Cycles) page allows you to create custom fields of the following types: Checkbox, Date Picker, Decimal Number, Number, Select List, Text Field (Multi Line), Text Field (Single Line), User Picker. You can also drag and drop to reorder the fields and define whether the fields are required or not. The custom fields are displayed under the section More Information of the Test Cycle.

Custom fields for test steps

The Custom Fields (Test Steps) page allows you to create custom fields of the following types: Checkbox, Date Picker, Decimal Number, Number, Select List, Text Field (Multi Line), Text Field (Single Line). You can also drag and drop to reorder the fields and define whether the fields are required or not

Custom fields for test executions

The Custom Fields (Test Execution) page allows you to create custom fields of the following types: Checkbox, Date Picker, Decimal Number, Number, Select List, Text Field (Multi Line), Text Field (Single Line), User Picker. You can also drag and drop to reorder the fields and define whether the fields are required or not. The custom fields are displayed in the Test Player.

Next Steps

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