TestCollab, as you know is all about managing test cases and their executions. A test case when executed may not get passed everytime, in that case it may become important to notify the concerned members in your team about the failure so that they make sure that the issue gets fixed.

Defects management is the feature that we offer to automatically report the failure of test cases as defects / bugs into the linked issue manager. Let us dive into the process of integrating a defects manager.

Navigate to the project you want to use the feature for. Click on Settings > Defects Management on the left menu.

First step in this process is to Enable defects management for the project

Then select an issue manager you want to configure and link with current project so that it can have defects reported into.

For the purpose of this article we will focus on JIRA one of the most widely used defects management tool.

If there is no active user session for the issue manager on the browser then you start this step by logging onto it. Once your credentials are successfully verified you would then be asked to authorize TestCollab and grant the permissions it requires to perform the defects management operations.

If JIRA, user can be linked with more than one JIRA sites, then you would be asked to select the site you want to authorize the app for.

Please note that the user configuring these settings should have the rights to access the users, projects and issues data in connected JIRA instance.

A few selections is what it requires to complete this step:

Followed by this the value for any other default or custom field that is set as mandatory on your JIRA instance is to be provided.

As an option you can also provide values for other default and custom fields present in JIRA.

In order to get the list of values for special fields like Sprint and Epic populated, selection of value for Board is important, if any of the boards is not selected then a simple textbox will be available for entry of Sprint or Epic Id.

Use Show More to see list of other fields. Clicking on the green toggle button next to them will make them available on report defect page while you have opted to fail a test case and report bug.

This is to make sure that whatever configuration you have done so far is correct by reporting a test defect in the linked issue manager. If everything worked well then you would be notified about the test issue created with a link that can followed to check its details.

Simply click on Test Connection button

A user who has not done defects manager settings for current project, and wants to link his/her JIRA account, so that he/she can be treated as the reporter for the defect to be pushed from TestCollab, then the option is available on the Defects settings page of the project.

Note: If you encounter an error that is not specific to the defect being reported then please consider checking the project specific defects management settings to see if the connection you configured is still valid, as sometimes change in JIRA profile may invalidate the connection.

If there is a need to reconnect the Jira account used to configure the defect management settings, it can be done from the defect manager settings page of the project. In the first step, you would disconnect the account linked using the option shown here.

Once disconnected a fresh connection can be established using the steps explained here.

What we have done so far is the configuration of defects management feature for our TestCollab project, to know while running a test case, how a tester can report defect in the event of failure, see this article.

Test Collab also offers Jira bi-directional plugin, to see how that works, click here-

https://help.testcollab.com/en/articles/5296509-testcollab-s-bi-directional-integration-app-for-jira