Jira Defect Integration

Jira is crucial for testers and developers to collaborate. When used for Defect Management, testers and developers log issue types, often of type “bug” in Jira. Whether you use Jira Cloud, Jira Data Center, or Jira Server, you can integrate Functionize with your Jira projects.

Set up the integration to map your custom Jira Issue Type for defects to the appropriate project. This is a many to many relationship where you can submit defects from Functionize to multiple Jira Projects or Issue Types.

After you execute Functionize tests, dig into any potential failures. Then, directly submit defects from Functionize directly into Jira.

Setup the Jira Integration

Establish Connection

Only Team Administrators may set up the Jira integration. Other users will not be able to access the Team tab.

  1. Open the Team page, and then click the Integrations tab.
  2. On the left, select Jira from the Defect Management section.
  3. In the main panel, provide credentials for the connection. Select Cloud or Server/Data Center.
  4. Enter the URL for your Jira instance, your Jira username, and your Jira API token (not your password). These can be found in your Jira account by a Jira Admin by accessing Apps > Manage Apps > API Keys
    For Jira API token assistance, read here: Manage API tokens for your Atlassian account
  5. Click Test Sign In. The status next to the button will update to "Connection established" with a green check mark.

Map Projects

  1. Once you've established the connection, scroll down to the Project Mappings section.
  2. Select the Functionize and Jira projects you wish to link together. This allows you to submit defects (into the Jira project) from the test results (from the Functionize project).
  3. Defect Type: Select the Issue Type you wish to create into Jira. This can be a Bug, a Defect, or whatever Issue Type (including custom issue types) your teams use to represent issues that need to be resolved.
  4. Details: Select the Jira text area field that you would like to auto-populate using Functionize data. We suggest adding a Functionize Data custom field to Jira Defects to keep the data well-structured.
  5. Fields: Select the Fields to be displayed when creating Jira Defects from Functionize. 
  6. Click Submit to save your connection details.
    NOTE: Multiple projects may be added, however each must be mapped individually.

Create a Defect in Test Detail view

After executing a test, review any failures or areas of concern. Creating a defect in Jira linked to that test helps to provide developers with more information. This helps them understand what needs to be fixed, and helps you to keep track of bug resolution. 

  1. To create a Defect, open a Test Case to the Test Details page.
  2. Find the test step that represents the failure or area of concern. Click the Action banner to expand and show the Action Settings.
  3. Click on the Create Defect button.JiraDefect2.png
  4. Select if you wish to Create a new defect or Link to an existing defect. Click Continue.
  5. Enter the relevant details for the Defect, then click Create DefectBy default, the Details mapped field will contain Jira’s tabular format that includes details about the current test execution for links back to Functionize from the Jira Defect about to be created.JiraDefect3.png
  6. The Test Detail page will display the Defect bug icon in the header. Click the button to see a list of Defects linked to this test.
  7. The Defect bug icon will also display at the right end of the Action banner. Click the icon to see a list of Defects linked to this Action.
  8. Click the Issue name to open Jira and view the Defect. A New Defect button is also available to aid in filing multiple issues for a single Action. Note the number on the bug icon corresponds to the number of Defects filed for the Test or Action according to the page or Action icon. JiraDefect6.png

Create a Defect in Slider view

  1. Open the Slider View by clicking the View Results button at the top of the Test Detail screen or click the View button to the right of the failed Action.JiraDefectView.png
  2. Slider View will open.JiraDefect10.png
  3. Open the Actions ... Menu on the failed Action and select Create Defect. Select Create new Defect or Link to existing Defect. Click Continue. Enter the issue details and click Create Defect
  4. The Action will display the bug icon indicating a Defect is linked. Clicking the icon will display the list of Defects filed on that Action.

Filtering Tests

  1. You can also see which tests have defects filed directly from the Project page. This can be particularly useful to verify resolved defects on a regular basis to ensure that only tests that are failing are mapped to unresolved defects.
  2. As in the Test Detail view, clicking on the Bug icon will display the defects filed.Screen_Shot_2021-07-08_at_6.15.39_PM.png
  3. You can also filter by the status of your Jira tickets by using the "Defects" menu with the Jira icon.Screen_Shot_2021-07-08_at_6.28.46_PM.png

View the Defect in Jira

  1. Click the link for the Jira issue in the Defect display, either from the test step or the test details header.
  2. Jira will open and the ticket can be edited as usual.JiraDefect7.png