Jira Cloud

Testmo comes with full Jira Cloud integration to push, link and look up issues from Testmo. Users can also view linked testing activities inside Jira for full two-way integration. The integration is built using Atlassian Connect and is published on the official Atlassian Marketplace for Jira.

Unique to Testmo: the integration uses Jira's built-in New issue dialog, so users can use Jira's native interface with all its features (such as custom fields, other Jira add-ons etc.) to submit issues. New issues are then automatically linked from Testmo. No complicated configuration or customizations needed.

Learn more and see screenshots of our Jira test management integration.

Configuring the Jira Cloud integration

To configure the Jira Cloud integration, in Testmo go to Admin > Integrations. You need to be a project or site administrator in Testmo to access this area. Then follow these instructions:

• Select Jira Cloud

• Click + Jira instance

• In the Add connection dialog, enter the details of your Jira account:

  • Name: Enter the name you want to use for the integration. The name will be displayed in Testmo when choosing an issue tracker integration. This could be your organization (company) name, team name, project name or similar.

  • Jira Cloud address: Enter your Jira's web address. This must be your Jira Cloud address, usually ending with the atlassian.net domain (some older Jira Cloud accounts can still use a different domain). You can also integrate multiple Jira instances by adding additional integrations.

  • Install Testmo app in Jira: Click the button to install the official Testmo app in Jira. If you are seeing an error when clicking the button, make sure that the entered Jira address is correct and that you are an administrator in this Jira instance. If you are not an administrator, you can also send a link to the Testmo app on the Atlassian Marketplace to your Jira admin to install it.

  • Select your Jira projects: While configuring the Testmo app in Jira, you can choose which Jira projects you want to use it for. You can chooose to enable it for all Jira projects, or a selection of them by clicking the project selection radio button, and highlighting the desired projects. Make sure you save the project selection before exiting the configuration!

• Register Testmo in Jira: This registers and authorizes this Testmo instance with your Jira instance. You can integrate multiple Testmo instances with a Jira instance and vice versa.

• Test connection: You can click this button to make sure everything works.

• Save connection: Save the new connection.

• The new connection has been created. Important: you now need to map the new integration with some or all of your Testmo projects. To do this, in the Issue tracking section of this page, click + Mapping

  • In the Add mapping dialog, select the above Connection

  • You can either select all or select specific Jira projects

  • You can also either select all or select specific Testmo projects

If you want to use the integration with all your Jira projects and Testmo projects, simply create the mapping for this connection with the default settings. The mappings feature allows you to map Jira projects and Testmo projects any way you like for fine-grained visibility.

Using the Jira Cloud Issues integration

The integration allows users to create new issues in Jira from Testmo during testing and test design. Users can also directly look up the status and details of linked issues from Testmo without leaving the app. Also, inside Jira all linked testing activities with test results, cases, runs, sessions etc. are displayed on the issue view page for quick access to Testmo.

Viewing Testmo testing activities inside Jira

From any Jira issue page you can find all Testmo entities that reference the current issue, including cases, test results, runs, sessions or milestones. You can then directly navigate to Testmo to look up all the testing details.

Adding new and linking existing Jira issues

To create new Jira issues from Testmo, simply follow these steps:

• From any entity supporting issues in Testmo (such as cases, test results, runs, milestones etc.), click the Add link next to the Issues field (you can find this field in the entity's Add/Edit dialog or from inline result forms)

• In the Add issues popup:

  • Select the configured Jira issue tracker connection (see above)

  • Select the project for the issue(s)

  • Enter one or more existing issues in the Issue IDs field, or click the + New issues link. This will open Jira's New issue dialog.

  • After adding one or multiple issues in Jira, close the window. Testmo automatically finds any newly added issues and automatically adds them to the Issue IDs field for linking.

  • Confirm the new issue links by clicking Add

Looking up and accessing Jira issues

After linking Jira issues, you can directly look up and access Jira issues from Testmo. Simply hover your mouse cursor over any linked issue ID and click the arrow next to it to open the lookup popup. Or click the ID to navigate to Jira to see all details. Testmo supports issue links in various places:

• Milestones

• Cases

• Runs

• Test results

• Sessions

• Session results

• Automation comments

Linked issues are also listed on the Issue report pages for milestones, runs and automation. Testmo automatically retrieves the current status of linked Jira issues for these reports.

Disabling and uninstalling the integration

You can easily disable the integration at any time. If you want to stop using the integration or want to disable the integration for a specific Jira instance or Testmo instance, simply following these steps:

• In Testmo, go to Admin > Integrations, select Jira Cloud and either disable or delete the connection. Important: if you delete the connection, you will not be able to navigate to linked issues and not look up issue details anymore. This cannot be undone. It's better to disable the integration instead (this will prevent users from adding new issue links).

• In Jira, select Apps from the main menu and select Manage your apps. You can then either select Configure Testmo from the left menu and remove one of the linked Testmo instances. Or you can uninstall the entire app by expanding Testmo Test Management for Jira and clicking Uninstall. This will disable the integration for all integrated Testmo instances. Either way. you will not be able to see any linked Testmo testing activities in Jira anymore.

Technical details: How does the integration work?

You do not need to be familiar with the technical details to use the integration. But if you are interested in understanding some of the details, see the following information.

• Testmo Atlassian Connect app: The Testmo Atlassian Connect app (installed from the Atlassian Marketplace) provides the infrastructure for Testmo to authenticate with Jira and to integrate with Jira's user interface. For example, the Testmo testing details displayed on Jira's issue pages are rendered by the Testmo Atlassian Connect app. To allow individual Testmo instances to communicate with the Testmo Atlassian Connect app you need to authorize the integration when configuration the integration in Testmo (you can connect multiple Testmo instances to Jira and vice versa).

• Looking up issues: When looking up issues, Testmo connects to Jira with the help of the installed Testmo Atlassian Connect app. For the displayed Jira issue details Testmo always retrieves the live status from Jira. The details are retrieved from Jira under the Testmo Atlassian Connect app context and permissions, not the current user context.

• Pushing issues: When opening Jira's New issue dialog from Testmo, the current user directly accesses Jira with its own login context. When the user closes the New issue dialog, Testmo receives the newly created issue IDs directly from the dialog before it's closed.

• Linking existing issues: When users enter existing Jira issue IDs, they are automatically linked from the entity.

• Repository caching: The list of available projects for the Jira instance might be cached by Testmo to improve performance. If you find that a project is missing from the list, simply click Refresh repositories from the Repository dropdown.

• Authentication & security: Testmo has implemented the latest browser APIs to allow users to confirm browser access to Testmo content inside Jira. Read more on the Jira Access FAQ page.