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Jira Integration

Jira is one of the most widely used tools for defect tracking and collaboration between testers and developers. By integrating Functionize with Jira (Cloud or Data Center), you can log and manage defects directly from your test results.

This integration allows you to:

  • Map Functionize projects to multiple Jira projects and issue types (many-to-many relationship).
  • Submit defects directly from Functionize into Jira.
  • Include direct links back to Functionize test executions, ensuring developers have full context and reproducible steps.

Setting Up the Jira Integration

Note: Only Team Administrators can configure Jira integration.

Step 1: Establish the Connection

  1. Navigate to the Team page in Functionize.
  2. Open the Integrations tab.
  3. From the Defect Management section, select Jira.
  4. Choose Cloud or Data Center.
  5. Enter your Jira connection details:
    • URL: Jira instance URL
    • Username: Jira account username
    • API Token: Not your password; generate from Apps > Manage Apps > API Keys (Atlassian account).
    • If "Server/Data Center" is selected, then add URL and PORT.
    • Timeout (secs): Add timeout value for better load.
    • Note: For help, see Manage API tokens for your Atlassian account.
  6. Click Test Sign In. When successful, the status updates to Connection established.

Step 2: Map Projects and Fields

  1. Scroll to Project Mappings.
  2. Click on Add Project.
  3. Select the Functionize Project and the Jira Project you want to link.
  4. Configure defect details:
    • Defect Type: Choose the Jira issue type (Bug, Defect, or any custom type).
    • Details: Select which Jira field will auto-populate with Functionize execution data, including a link back to Functionize results.
    • Fields: Choose which Jira fields will be shown when creating a defect from Functionize.
    • Best practice: Create a Functionize Data custom field in Jira for structured test data.
  5. Click Save Mapping.
    • You may add multiple projects, but each mapping must be configured separately.

Creating Defects from Functionize

You can create or link defects from multiple views in Functionize:

From the Test Detail Page

  1. Open the Test Detail page for the test.
  2. Expand the action that failed or raised concern.
  3. Click Create Defect.
  4. Choose:
    • Create New Defect, or
    • Link Existing Defect.
  5. Enter issue details. The description auto-populates with execution steps and a link back to Functionize.
  6. Click Create Defect.

Viewing Linked Defects:

  • The Defect bug icon appears in the header and at the right end of the action banner.
  • The number on the icon shows how many defects are linked.
  • Clicking the issue name opens the Jira ticket.

From Run History

  1. Go to the History tab in the Test Case Detail page.
  2. Select a run and click View.
  3. Expand the failed action.
  4. Click Create Defect and follow the same steps as above.

From Slider View

  1. Open Slider View by clicking View Results (from the Test Detail page or a failed action).
  2. Open the Actions menu on the failed action.
  3. Select Create Defect.
  4. Choose New Defect or Link Existing Defect.
  5. Enter the issue details and click Create Defect.

Filtering and Tracking Defects

Functionize makes it easy to keep track of Jira defects linked to tests:

  • On the Test Listing page, clicking the bug icon shows all linked defects.
  • Use the Defects filter (with the Jira icon) to filter by Jira issue status.
  • This helps confirm whether failing tests still correspond to open Jira issues or if they’ve been resolved.

Viewing the Defect in Jira

  • From Functionize, click the Jira issue link in any Defects view.
  • The Jira issue opens in Jira, where it can be managed and edited as usual.

Benefits of Jira Integration

  • Direct Collaboration: Submit and track defects without leaving Functionize.
  • Traceability: Every defect links back to the original test execution for easy reproduction.
  • Flexibility: Support for multiple Jira projects, issue types, and custom fields.
  • Efficiency: Quickly verify whether failures correspond to open or resolved defects.

Permissions & Integration Notes

  • Only Team Administrators can configure the integration, but all users in the mapped projects can create or link defects once it’s set up.
  • One Functionize project can be mapped to multiple Jira projects and issue types (many-to-many relationship).
  • If the Jira API token expires or credentials change, the integration status shows Disconnected. In that case, an Admin needs to re-establish the connection.