Requirements and/or E2E Testing Traceability Matrix

[Alana A.]

Our team of Project/Product Managers are hoping to use Confluence to create a full, end-to-end traceability matrix for testing, but possible for requirements as well. This is purely for tracking/managing purposes - to point to the links where the actual testing is taking place or make comments/notes of the outcome or latest status. Also to note pass/fail (we would use status or info tags). 

The 'old school' way was always in a spreadsheet/smartsheet and we are struggling to replicate that in a way that is easy to read/navigate in. We aren't able to expand enough columns as we would need. Also, we are aware of the RTM add-on, but our company is maxed out on what we are spending to use the Atlassian tools and are a bit perturbed that everything we need seems to come at an added cost per-use but such is life. 

Hoping there are some folks in here that can share what they're doing and help us out! Thanks! 

[Manuel]

Hi @Alana A. ,

If you're using a test management tool, such as Xray, you can see if it provides information about traceability. If it's the case, then the traceability report may be good enough and provides all that info inside Jira itself.

There's also an app for Confluence named Xray Reports for Confluence that can serve this purpose, if you're using Xray for Test Management.

This app allows you to embed testing reports, based on data from Xray Test Management, directly into your pages in Confluence. It provides several macros tailored for this, that allow you, for example, to track traceability.

It is a macro that provides preview on the results, before publishing the page, and allows interaction with the chart, for example to expand epics and see the related story issues.

To get it working, you'll need to follow these steps, which require installing not just this app on Confluence but also a "Connector" app in your Jira instance:

1. install the Xray Reports Connector for Jira app on your Jira cloud instance
2. install the Xray Reports app in your Confluence cloud instance
3. configure the Xray API client id and client secret on the settings of the Xray Reports for Confluence app; you need to obtain the client id and client secret from your Xray API Key settings, in your Jira cloud instance

More info on the installation steps here.

[Mileva Briand]

Hey Alana,

I'm reaching out from the Requirement Yogi team.

I understand you are looking for a solution without having to buy an app. From what we've seen with our customers, you could build your own traceability matrices with tables in Confluence pages, and add some custom fields and links to Jira issues.

You can try this solution, but if you realise it just won't work for you, our app helps to write requirements in Confluence with macros. With the Jira integration, you can link to Jira issues, and then build Traceability matrices in Confluence with the Jira information. 

If you're interested, feel free to reach out on our support (I'll be the one answering 😉)

Let me know your thoughts.
Bests,
Mileva