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UiPath Test Manager

Overview

Planview Hub offers integration solutions to flow test artifacts such as test results, test steps, and their associated tests, test runs, test instances, and folder structures.

Please review the sections below to learn more about supported test scenarios using UiPath Test Manager.

           

UiPath Test Manager & Jira Xray

In this integration scenario, an epic is created in Xray. Hub will flow the epic into UiPath as a requirement. A test set and test cases are then created in UiPath and synchronized over to Xray. When the tester in UiPath begins running her tests, Hub will flow the test results and linked defects back over to Xray to maintain full visibility across the lifecycle.

Screenshot 2024-05-13 at 3.21.28 PM.png

The goal of this integration scenario is to synchronize the UiPath Test Case artifact with the Xray Test artifact, while including the test results and defects from the UiPath artifact. To do this, you'll need to configure the following integrations:

  • UiPath Requirements <> Xray Epics
  • UiPath Test Sets <> Xray Test Sets
  • UiPath Test Cases <> Xray Tests
  • UiPath Test Executions <> Xray Test Executions
  • UiPath Test Case Logs -> Xray Test Runs
  • UiPath Defects <> Xray Defects

Connect to your Repositories

First, connect to your repository by following the instructions here.

You can learn more about connector-specific configuration in our Connector Docs.

Set Up your Model

Review general details on creating or reusing a model.

For this integration scenario, you will need to add the following fields to your model:

Smart Field Label Type Field Values
Summary Summary String N/A
Description Description Rich Text N/A
Formatted ID Formatted ID String N/A
Location URL Location N/A
Priority Priority Single Select Blocker, Critical, High, Medium, Low
Status Status Single Select New, To Do, In Progress, Done
Created Created Date Time N/A
Modified Modified Date Time N/A
None Labels Single Select Allow unmapped field values to flow
Parent Artifact Parent Relationship N/A
None Parents Relationships N/A
None Test Coverage Relationships N/A
None Test Status Single Select Untested, Blocked, Failed, Passed, Retest
None Alternate ID String N/A
None Alternate URL String N/A
None Test Manager ID String N/A
None Test Manager URL String N/A
None Xray ID String N/A
None Xray URL String N/A

Test Steps

Smart Field Label Type Field Values
Action Action String N/A
Expected Result Expect Result String N/A
Id Id String N/A
Status Status Single Select Passed, Failed, Not Completed

 

UiPath

You will need to add the following custom fields to your UiPath instance:

Name Type
Xray ID String
Xray URL String

Xray

You will need to add the following custom fields to your Xray instance:

Name Type
Test Manager ID String
Test Manager URL String

Create your Collections

You can learn general details on configuring collections here:

Review the details in the sections below to ensure that any required fields are mapped in your collections.

UiPath

For this integration scenario, you'll need to configure the following UiPath collections:

Work Item Collections

  • UiPath Requirements
  • UiPath Test Cases
  • UiPath Test Case Logs
  • UiPath Test Executions
  • UiPath Defects
  • UiPath Test Sets
Field Mapping

Map the following UiPath fields to the model:

Collection UiPath Field Model Field
UiPath Requirements Name Summary
Description Description
Key Test Manager ID
URL Test Manager URL
Xray ID Xray ID
Xray URL Xray URL
Labels Labels
UiPath Test Cases Name Summary
Description Description
Key Test Manager ID
URL Test Manager URL
Xray ID Xray ID
Xray URL Xray URL
UiPath Test Executions Name Summary
Description Description
Key Test Manager ID
URL Test Manager URL
UiPath Test Case Logs Result Test Case Status
UiPath Defects Name Summary
Description Description
Link Label Alternate ID
Link Alternate URL
Priority Priority
Status Status
UiPath Test Sets Name Summary
Description Description
Key Test Manager ID
URL Test Manager URL
Xray ID Xray ID
Xray URL Xray URL
Test Step Field Mapping

Map the following UiPath fields to the model:

Collection UiPath Field Model Field
UiPath Test Cases Description Action
Expected Result Expected Result
Id ID
Relationship Specification

Configure the following relationship mappings:

Collection UiPath Field Model Field
UiPath Test Cases Test Sets Parent
UiPath Test Execution Test Set Parents
UiPath Test Case Logs Test Execution Parent
Test Case Test Coverage
Xray

For this integration scenario, you'll need to configure the following Xray collections:

Work Item Collections

  • Xray Epics
  • Xray Tests
  • Xray Test Executions
  • Xray Test Runs
  • Xray Defects
  • Xray Test Sets
Field Mapping

Map the following Xray fields to the model:

Collection Xray Field Model Field
Xray Epics Epic Name Summary
Summary Summary
Description Description
Labels Labels
Priority Constant Value
Test Manager ID Test Manager ID
Test Manager URL Test Manager URL
Key Xray ID
URL Xray URL
Xray Tests Summary Summary
Description Description
Priority Constant Value
Test Manager ID Test Manager ID
Test Manager URL Test Manager URL
Key Xray ID
URL Xray URL
Xray Test Executions Summary Summary
Description Description
Priority Constant Value
Test Manager ID Test Manager ID
Test Manager URL Test Manager URL
Xray Test Runs Status Test Status
Xray Defects Summary Summary
Description Description
Priority Priority
Status Status
Alternate ID Alternate ID
Alternate URL Alternate URL
Xray Test Sets Summary Summary
Description Description
Priority Constant Value
Key  Xray ID
URL Xray URL
Test Manager ID Test Manager ID
Test Manager URL Test Manager URL
Test Step Field Mapping

Map the following Xray fields to the model:

Collection Xray Field Model Field
Xray Tests Test Step Action Action
Id Id
Expected Result Expected Result
Relationship Specification

Configure the following relationship mappings:

Collection Xray Field Model Field
Xray Tests Parent Link Parent
Xray Test Executions tests Parents
Xray Test Runs Test Run Test Execution key Parent
Test Run Test key Test Coverage

Configure your Integrations

You can learn general details on configuring integrations here: 

For this integration scenario, you will need to configure the following integrations:

  • UiPath Requirements <> Xray Epics
  • UiPath Test Sets <> Xray Test Sets
  • UiPath Test Cases <> Xray Tests
  • UiPath Test Executions <> Xray Test Executions
  • UiPath Test Case Logs -> Xray Test Runs
  • UiPath Defects <> Xray Defects

Review the details in the table below to ensure that your integrations are configured correctly.

Integration Integration Type Artifact Creation Flow Container Mirror/Artifact Routing Test Step Flow

UiPath Requirements <> Xray Epics

Work Item Synchronization Two-way Creation UiPath <> Xray N/A

UiPath Test Sets <> Xray Test Sets

Work Item Synchronization

Two-way Creation UiPath <> Xray N/A

UiPath Test Cases <> Xray Tests

Work Item Synchronization Two-way Creation UiPath <> Xray

One-way Flow

Xray accepts test steps

UiPath Test Executions <> Xray Test Executions Work Item Synchronization Two-way Creation UiPath <> Xray N/A

UiPath Test Case Logs -> Xray Test Runs

Work Item Synchronization Two-way Creation UiPath <> Xray N/A

UiPath Defects <> Xray Defects

Work Item Synchronization

Two-way Creation

UiPath <> Xray N/A

Functional Limitations

Category Limitation Applicable Repository Version
Configuration Requirement

Test Steps

Test Steps are supported, but you must select which direction you'd like test steps to flow during intial configuration. 

Test Case Log and Test Result integration can be bi-directional but status cannot be updated in UiPath due to an API limitation.

Any supported repository version:

 

Good to Know

Defect Integration

The Defect integration can be bi-directional, but there must be an associated Test Case Log.

Any supported repository version:

Feature Unsupported

Test Step Results

Test Step Results are not supported.

Any supported repository version:

Third Party API Limitation

Test Case Log & Test Run Integration

The Test Case Log and Test Run integration can be bi-directional but values cannot be specified in UiPath due to an API limitation.

Any supported repository version:

Third Party API Limitation

Test Execution Integration

The Test Execution integration can be bi-directional but values cannot be specified in UiPath due to an API limitation.

Any supported repository version:

 

           

           

UiPath Test Manager & Microsoft Azure DevOps

In this integration scenario, an epic is created in Azure DevOps. Hub will flow the epic into UiPath as a requirement. A test set and test cases are then created in UiPath and synchronized over to Azure DevOps. When the tester in UiPath begins running her tests, Hub will flow the test results and linked defects back over to Azure DevOps to maintain full visibility across the lifecycle.

Screenshot 2024-04-22 at 11.24.09 AM.png

The goal of this integration scenario is to synchronize the UiPath Test Case artifact with the Azure DevOps Test Case artifact, while including the Test Results from the UiPath artifact. To do this, you'll need to configure the following integrations:

  • UiPath Requirements <> Azure DevOps Epics
  • UiPath Test Sets <> Azure DevOps Test Suites
  • UiPath Test Cases <> Azure DevOps Test Cases
  • UiPath Test Executions -> Azure DevOps Test Runs
  • UiPath Test Case Logs -> Azure DevOps Test Results

Connect to your Repositories

First, connect to your repository by following the instructions here.

You can learn more about connector-specific configuration in our Connector Docs.

Set Up your Model

Review general details on creating or reusing a model.

For this integration scenario, you will need to add the following fields to your model:

Smart Field Label Type Field Values
Summary Summary String N/A
Description Description Rich Text N/A
Formatted ID Formatted ID String N/A
Created Created Date Time N/A
Modified Modified Date Time N/A
Location URL Location N/A
None Test Cases Relationships N/A
Parent Artifact Parent Relationship N/A
None Parents Relationships N/A
None Test Coverage Relationships N/A
None Test Manager ID String N/A
None Test Manager URL String N/A
None Azure DevOps ID String N/A
None Azure DevOps URL String N/A

UiPath

You will need to add the following custom fields to your UiPath instance:

Name Type
Azure DevOps ID String
Azure DevOps URL String

Azure DevOps

You will need to add the following custom fields to your Azure DevOps instance:

Name Type
Test Manager ID String
Test Manager URL String

Create your Collections

You can learn general details on configuring collections here:

Review the details in the sections below to ensure that any required fields are mapped in your collections.

UiPath

For this integration scenario, you'll need to configure the following UiPath collections:

Work Item Collections

  • UiPath Requirements
  • UiPath Test Cases
  • UiPath Test Executions
  • UiPath Test Case Logs

Container Collections

  • UiPath Test Sets 
Field Mapping

Map the following UiPath fields to the model:

Collection UiPath Field Model Field
UiPath Requirements Name Summary
Description Description
URL Test Manager URL
Key Test Manager ID
Azure DevOps URL Azure DevOps URL
Azure DevOps ID Azure DevOps ID
UiPath Test Sets Name Summary
Description Description
UiPath Test Cases Name Summary
Description Description
Azure DevOps ID Azure DevOps ID
Azure DevOps URL Azure DevOps URL
Key Test Manager ID
URL Test Manager URL
UiPath Test Executions Name Summary
Relationship Specification

Configure the following relationship mappings:

Collection UiPath Field Model Field
UiPath Test Cases Test Sets Parent
UiPath Test Executions Test Set Parents
UiPath Test Case Logs Test Execution Parent
Test Case Test Coverage
UiPath Test Sets Assigned Test Cases Test Cases

Azure DevOps

For this integration scenario, you'll need to configure the following Azure DevOps collections:

Work Item Collections

  • Azure DevOps Epics
  • Azure DevOps Test Cases
  • Azure DevOps Test Runs
  • Azure DevOps Test Results

Container Collections

  • Azure DevOps Test Suites
Field Mapping

Map the following Azure DevOps fields to the model:

Collection Azure DevOps Field Model Field
Azure DevOps Epics Title Summary
Description Description
Formatted ID Azure DevOps ID
URL Azure DevOps URL
Test Manager ID Test Manager ID
Test Manager URL Test Manager URL
Azure DevOps Test Cases Title Summary
Description Description
Formatted ID Azure DevOps ID
URL Azure DevOps URL
Test Manager ID Test Manager ID
Test Manager URL Test Manager URL
Iteration Path Constant Value Based on Projects
Area Path Constant Value Based on Projects
Azure DevOps Test Results Configuration Constant Value
Azure DevOps Test Runs Summary Summary
Azure DevOps Test Suites Title Summary
Description Description
State Constant Value
Iteration Path Constant Value
Area Path Constant Value
Relationship Specification

Configure the following relationship mappings:

Collection Azure DevOps Field Model Field
Azure DevOps Test Cases Parent Parent
Azure DevOps Test Runs Parent Test Plan Parents
Azure DevOps Test Results Parent Test Plan Constant Value
Configuration Constant Value
Azure DevOps Test Suites Test Cases Test Cases
Parent Test Plan Constant Value

Configure your Integrations

You can learn general details on configuring integrations here: 

For this integration scenario, you will need to configure the following integrations:

  • UiPath Requirements <> Azure DevOps Epics
  • UiPath Test Sets <> Azure DevOps Test Suites
  • UiPath Test Cases <> Azure DevOps Test Cases
  • UiPath Test Executions -> Azure DevOps Test Runs
  • UiPath Test Case Logs -> Azure DevOps Test Results

Review the details in the table below to ensure that your integrations are configured correctly.

Integration Integration Type Artifact Creation Flow Artifact Routing/Container Mirroring

UiPath Requirements <> Azure DevOps Epics

Work Item Synchronization Two-way Creation UiPath <> ADO

UiPath Test Sets <> Azure DevOps Test Suites

Container + Work Item Synchronization Two-way Creation UiPath <> ADO

UiPath Test Cases <> Azure DevOps Test Cases

Work Item Synchronization Two-way Creation UiPath <> ADO

UiPath Test Executions -> Azure DevOps Test Runs

Work Item Synchronization Two-way Creation UiPath <> ADO

UiPath Test Case Logs -> Azure DevOps Test Results

Work Item Synchronization Two-way Creation UiPath <> ADO

Functional Limitations

Category Limitation Applicable Repository Version
Third Party API Limitation

Test Steps

Test steps are not supported in Azure DevOps.

Any supported repository version:

Third Party API Limitation

Status

The Test Case Log and Test Result integration can be bi-directional but status cannot be updated in UiPath due to an API limitation.

Any supported repository version:

Configuration Requirement

Test Runs

Test Runs in Azure DevOps can only be created on Automated Test Runs.

Any supported repository version:

Third Party API Limitation

Test Step Results

Test step results are not supported in Azure DevOps.

Any supported repository version:

Third Party API Limitation

Status

The Test Execution and Test Run integration can be bi-directional but status cannot be updated in UiPath due to an API limitation.

Any supported repository version:

 

           

           

UiPath Test Manager & Micro Focus ALM/QC

In this integration scenario, a requirement and test case is created in Micro Focus ALM/QC. Hub will flow the requirement and test case into UiPath. A test set and test cases are then created in UiPath and synchronized over to ALM. When the tester in UiPath begins running his tests, Hub will flow the test results back over to ALM to maintain full visibility across the lifecycle.

Screenshot 2024-05-20 at 10.59.46 AM.png

The goal of this integration scenario is to synchronize the UiPath Test Case artifact with the ALM Test Case artifact, while including the Test Results from the UiPath artifact. To do this, you'll need to configure the following integrations:

  • UiPath Requirements <> ALM Requirements
  • UiPath Test Cases <> ALM Tests
  • UiPath Test Sets <> ALM Test Sets
  • UiPath Test Cases -> ALM Test Instances
  • UiPath Test Case Logs <> ALM Test Runs

Connect to your Repositories

First, connect to your repository by following the instructions here.

You can learn more about connector-specific configuration in our Connector Docs.

Set Up your Model

Review general details on creating or reusing a model.

For this integration scenario, you will need to add the following fields to your model:

Smart Field Label Type Field Values
Summary Summary String N/A
Description Description Rich Text N/A
Formatted ID Formatted ID String N/A
Location URL Location N/A
Status Test Status Single Select Untested, Blocked, Failed, Retest, Passed
Created Created Date Time N/A
Modified Modified Date Time N/A
None Test Coverage Relationships N/A
Parent Artifact Parent Relationship N/A
None Test Manager ID String N/A
None Test Manager URL String N/A
None ALM ID String N/A
None ALM URL String N/A

Test Steps

Smart Field Label Type Field Values
Action Action String N/A
Expected Result Expect Result String N/A
Id Id String N/A
Status Status Single Select Passed, Failed, Not Completed

 

UiPath

You will need to add the following custom fields to your UiPath instance:

Name Type
ALM ID String
ALM URL String

ALM

You will need to add the following custom fields to your ALM instance:

Name Type
UiPath ID String
UiPath URL String

Create your Collections

You can learn general details on configuring collections here:

Review the details in the sections below to ensure that any required fields are mapped in your collections.

UiPath

For this integration scenario, you'll need to configure the following UiPath collections:

Work Item Collections

  • UiPath Requirements
  • UiPath Test Cases
  • UiPath Test Case Logs

Container Collections

  • UiPath Test Sets 
Field Mapping

Map the following UiPath fields to the model:

Collection UiPath Field Model Field
UiPath Requirements Name Summary
Description Description
Created Created
Key Test Manager ID
URL Test Manager URL
ALM ID ALM ID
ALM URL ALM URL
UiPath Test Cases Name Summary
Description Description
Created Created
Key Test Manager ID
URL Test Manager URL
ALM ID ALM ID
ALM URL ALM URL
UiPath Test Case Logs Key Test Manager ID
URL Test Manager URL
Result Test Status
UiPath Test Sets Name Summary
Description Description
Created Created
ALM ID ALM ID
ALM URL ALM URL
Key Test Manager ID
URL Test Manager URL
Test Step Field Mapping

Map the following UiPath fields to the model:

Collection UiPath Field Model Field
UiPath Test Cases Description Action
Expected Result Expected Result
Id ID
UiPath Test Case Logs Description Action 
Expected Result Expected Result
Id ID
Result Status
Relationship Specification

Configure the following relationship mappings:

Collection UiPath Field Model Field
UiPath Requirements Assigned Test Cases Test Coverage
UiPath Test Cases Test Sets Parent
UiPath Test Case Logs Test Case Test Coverage

Micro Focus ALM/QC

For this integration scenario, you'll need to configure the following ALM collections:

Work Item Collections

  • ALM Requirements
  • ALM Tests
  • ALM Test Instances
  • ALM Test Runs

Container Collections

  • ALM Test Sets 
Field Mapping

Map the following ALM fields to the model:

Collection ALM Field Model Field
ALM Requirements Name Summary
Description Description
Creation Date Created
Test Manager ID Test Manager ID
Test Manager URL Test Manager URL
Formatted ID ALM ID
URL ALM URL
ALM Tests Test Name Summary
Description Description
Creation Date Created
Test Manager ID Test Manager ID
Test Manager URL Test Manager URL
Formatted ID ALM ID
URL ALM URL
ALM Test Instances Name Summary
Formatted ID ALM ID
URL ALM URL
Test Manager ID Test Manager ID
Test Manager URL Test Manager URL
ALM Test Runs Test Manager ID Test Manager ID
Test Manager URL Test Manager URL
Test Status Status
Tester Constant Value
ALM Test Sets Name Summary
Description Description
Open Date Created
Formatted ID ALM ID
URL ALM URL
Test Manager ID Test Manager ID
Test Manager URL Test Manager URL
Test Step Field Mapping

Map the following ALM fields to the model:

Collection ALM Field Model Field
ALM Tests Description Action
Expected Result Expected Result
Step ID Id
Step Name Summary
Step Name Step Name
ALM Test Runs Description Action
Expected Expected Result
Step ID Id
Status Status
Step Name Summary
Step Name Step Name
Relationship Specification

Configure the following relationship mappings:

Collection ALM Field Model Field
ALM Requirements Test Coverage Test Coverage
ALM Test Instances Test Parent
ALM Test Runs Test Instance Test Coverage

Configure your Integrations

You can learn general details on configuring integrations here: 

For this integration scenario, you will need to configure the following integrations:

  • UiPath Requirements <> ALM Requirements
  • UiPath Test Cases <> ALM Tests
  • UiPath Test Sets <> ALM Test Sets
  • UiPath Test Cases -> ALM Test Instances
  • UiPath Test Case Logs <> ALM Test Runs

Review the details in the table below to ensure that your integrations are configured correctly.

Integration Integration Type Artifact Creation Flow Test Step Flow Container Mirror/Artifact Routing

UiPath Requirements <> ALM Requirements

Work Item Synchronization Two-way Creation N/A UiPath <> ALM

UiPath Test Cases <> ALM Tests

Work Item Synchronization

Two-way Creation No Flow UiPath <> ALM

UiPath Test Sets <> ALM Test Sets

Container + Work Item Synchronization Two-way Creation N/A UiPath <> ALM

UiPath Test Cases -> ALM Test Instances

Work Item Synchronization

One-way Creation

ALM accepts new artifacts

N/A UiPath -> ALM

UiPath Test Case Logs <> ALM Test Runs

Work Item Synchronization

Two-way Creation

One-way Flow

ALM accepts test steps

UiPath <> ALM

Functional Limitations

Category Limitation Applicable Repository Version
Configuration Requirement

Test Steps

Test Steps are supported, but you must select which direction you'd like test steps to flow during intial configuration. 

Any supported repository version:

 

Third Party API Limitation

Test Steps

Test Steps are not supported in the Test Case/Test Instance integration due to an API limitation in ALM.

Any supported repository version:

Good to Know

Test Steps

Test Steps can synchronize from UiPath to ALM in the Test Case Log/Test Run integration, however, these will not be the original test steps in ALM. A test execution in UiPath must be linked to a new test case log in order to create the test case log.

Any supported repository version:

Configuration Requirement

Test Case/Test Instance Integration

An extension must be configured in the Test Case/Test Instance integration. Multiple custom fields must be created in UiPath to properly execute this integration.

Any supported repository version:

Third Party API Limitation

Test Results

Due to an API Limitation in UiPath, test results can only flow in one direction.

Any supported repository version:

 

           

           

UiPath Test Manager & Micro Focus ALM Octane

In this integration scenario, a requirement is created in ALM Octane. Hub will flow the requirement into UiPath. A test set and test cases are then created in UiPath and synchronized over to ALM Octane. When the tester in UiPath begins running his tests, Hub will flow the test case logs over to ALM Octane and the tester in ALM Octane will report the defects backs to UiPath to maintain full visibility across the lifecycle.

Screenshot 2024-05-20 at 3.24.44 PM.png

The goal of this integration scenario is to synchronize the UiPath Test Case artifact with the ALM Octane Test artifact, while including the Test Case Logs from the UiPath artifact and Defects from the ALM Octane artifact. To do this, you'll need to configure the following integrations:

  • UiPath Requirements <> Octane Requirements
  • UiPath Test Sets <> Octane Test Suites
  • UiPath Test Cases <> Octane Tests
  • UiPath Test Case Logs -> Octane Runs
  • UiPath Defects <- Octane Defects

Connect to your Repositories

First, connect to your repository by following the instructions here.

You can learn more about connector-specific configuration in our Connector Docs.

Set Up your Model

Review general details on creating or reusing a model.

For this integration scenario, you will need to add the following fields to your model:

Smart Field Label Type Field Values
Summary Summary String N/A
Description Description Rich Text N/A
Formatted ID Formatted ID String N/A
Location URL Location N/A
Priority Priority Single Select Blocker, Critical, High, Medium, Low
Status Status Single Select New, To Do, In Progress, Done
None Testing Status Single Select To Do, Executing, Pass, Aborted, Fail
Created Created Date Time N/A
Modified Modified Date Time N/A
None Test Cases Relationships N/A
None Related Relationships N/A
None Test Coverage Relationships N/A
None Test Manager ID String N/A
None Test Manager URL String N/A
None Octane ID String N/A
None Octane URL String N/A

Test Steps

Smart Field Label Type Field Values
Action Action String N/A
Expected Result Expect Result String N/A
Id Id String N/A
Status Status Single Select Passed, Failed, Not Completed

 

UiPath

You will need to add the following custom fields to your UiPath instance:

Name Type
Octane ID String
Octane URL String

ALM Octane

You will need to add the following custom fields to your ALM Octane instance:

Name Type
Test Manager ID String
Test Manager URL String

Create your Collections

You can learn general details on configuring collections here:

Review the details in the sections below to ensure that any required fields are mapped in your collections.

UiPath

For this integration scenario, you'll need to configure the following UiPath collections:

Work Item Collections

  • UiPath Requirements
  • UiPath Test Cases
  • UiPath Test Case Logs
  • UiPath Defects

Container Collections

  • UiPath Test Sets 
Field Mapping

Map the following UiPath fields to the model:

Collection UiPath Field Model Field
UiPath Requirements Name Summary
Description Description
Status Status
Key Test Manager ID
URL Test Manager URL
Octane ID Octane ID
Octane URL Octane URL
UiPath Test Cases Name Summary
Description Description
Status Status
Key Test Manager ID
URL Test Manager URL
Octane ID Octane ID
Octane URL Octane URL
UiPath Test Case Logs ID Summary
Result Testing Status
UiPath Defects Name Summary
Description Description
Key Test Manager ID
Link Label Octane ID
Link Octane URL
Priority Priority
UiPath Test Sets Name Summary
Description Description
Key  Test Manager ID
URL Test Manager URL
Octane ID Octane ID
Octane URL Octane URL
Test Step Field Mapping

Map the following UiPath fields to the model:

Collection UiPath Field Model Field
UiPath Test Cases Description Action
Expected Result Expected Result
Id ID
Relationship Specification

Configure the following relationship mappings:

Collection UiPath Field Model Field
UiPath Test Sets Assigned Test Cases Test Cases
UiPath Test Cases Assigned To Requirements Related
UiPath Test Case Logs Test Case Test Coverage
UiPath Defects Test Case Log Related

ALM Octane

For this integration scenario, you'll need to configure the following Octane collections:

Work Item Collections

  • Octane Requirements
  • Octane Tests
  • Octane Runs
  • Octane Defects

Container Collections

  • Octane Test Suites
Field Mapping

Map the following Octane fields to the model:

Collection Octane Field Model Field
Octane Requirements Name Summary
Description Description
Phase Status
Test Manager ID Test Manager ID
Test Manager URL Test Manager URL
Formatted ID Octane ID
URL Octane URL
Octane Tests Name Summary
Description Description
Phase Status
Application module Constant Value
Test Manager ID Test Manager ID
Test Manager URL Test Manager URL
Formatted ID Jama ID
URL Jama URL
Octane Runs Name Summary
Native status Testing Status
Release Constant Value
Octane Defects Name Summary
Description Description
Priority Priority
Status Status
Formatted ID Octane ID
URL Octane URL
Phase Constant Value
Application modules Constant Value
Test Manager ID Test Manager ID
Octane Test Suites Name Summary
Description Description
Formatted ID Octane ID
URL Octane URL
Test Manager ID Test Manager ID
Test Manager URL Test Manager URL
Application modules Constant Value
Test Step Field Mapping

Map the following Octane fields to the model:

Collection Octane Field Model Field
Octane Tests Description Action
Relationship Specification

Configure the following relationship mappings:

Collection Octane Field Model Field
Octane Requirements Parent Constant Value
Octane Tests Covered requirement Related
Octane Runs Test Test Coverage
Octane Defects Runs Related
Octane Test Suites Contained Tests Test Cases

Configure your Integrations

You can learn general details on configuring integrations here: 

For this integration scenario, you will need to configure the following integrations:

  • UiPath Requirements <> Octane Requirements
  • UiPath Test Sets <> Octane Test Suites
  • UiPath Test Cases <> Octane Tests
  • UiPath Test Case Logs -> Octane Runs
  • UiPath Defects <- Octane Defects

Review the details in the table below to ensure that your integrations are configured correctly.

Integration Integration Type Artifact Creation Flow Test Step Flow Container Mirror/Artifact Routing

UiPath Requirements <> Octane Requirements

Work Item Synchronization Two-way Creation N/A UiPath <> Octane

UiPath Test Sets <> Octane Test Suites

Container + Work Item Synchronization

Two-way Creation N/A UiPath <> Octane

UiPath Test Cases <> Octane Tests

Work Item Synchronization Two-way Creation

One-way Flow

Octane accepts test steps

UiPath <> Octane

UiPath Test Case Logs -> Octane Runs

Work Item Synchronization Two-way Creation N/A UiPath <> Octane

UiPath Defects <- Octane Defects

Work Item Synchronization

Two-way Creation

N/A UiPath <> Octane

Functional Limitations

Category Limitation Applicable Repository Version
Third Party API Limitation

Test Steps

Test steps are only supported one-way from UiPath in the Test Case/Test integration.

Any supported repository version:

Configuration Requirement

Run Suite Integration

The Test Suites field must be set to a constant value in the Run Suite integration.

Any supported repository version:

Third Party API Limitation

Test Case Log & Run Integration

The Test Case Log/Run integration is one-way due a limitation in UiPath.

Any supported repository version:

Third Party API Limitation

Defect Integration

The Defect integration is one-way from Octane due to a limiation in UiPath.

Any supported repository version:

 

           

           

UiPath Test Manager & TestRail

In this integration scenario, a Test Section is created in TestRail. Hub will flow the Test Section into UiPath as a Test Set. A test case is then created in TestRail and synchronized over to UiPath. When the tester in TestRail begins running her tests, Hub will flow the tests back over to UiPath as test case logs to maintain full visibility across the lifecycle.

Screenshot 2024-04-22 at 11.20.43 AM.png

The goal of this integration scenario is to synchronize the UiPath Test Case artifact with the TestRail Test Case artifact. To do this, you'll need to configure the following integrations:

  • UiPath Test Sets <> TestRail Test Sections
  • UiPath Test Cases <> TestRail Test Cases

Connect to your Repositories

First, connect to your repository by following the instructions here.

You can learn more about connector-specific configuration in our Connector Docs.

Set Up your Model

Review general details on creating or reusing a model.

For this integration scenario, you will need to add the following fields to your model:

Smart Field Label Type Field Values
Summary Summary String N/A
Description Description Rich Text N/A
Formatted ID Formatted ID String N/A
Created Created Date Time N/A
Modified Modified Date Time N/A
Location URL Location N/A
Parent Artifact Parent Relationship N/A
None Test Manager ID String N/A
None Test Manager URL String N/A

Test Steps

Smart Field Label Type Field Values
Action Action String N/A
Expected Result Expected Result String N/A
Id Id String N/A

 

TestRail

You will need to add the following custom fields to your TestRail instance:

Name Type
Test Manager ID String
Test Manager URL String

Create your Collections

You can learn general details on configuring collections here:

Review the details in the sections below to ensure that any required fields are mapped in your collections.

UiPath

For this integration scenario, you'll need to configure the following UiPath collections:

Work Item Collections

  • UiPath Test Cases

Container Collections

  • UiPath Test Sets 
Field Mapping

Map the following UiPath fields to the model:

Collection UiPath Field Model Field
UiPath Test Cases Name Summary
Description Description
Key Test Manager ID
URL Test Manager URL
UiPath Test Sets Name Summary
Description Description
Test Step Field Mapping

Map the following UiPath fields to the model:

Collection UiPath Field Model Field
UiPath Test Cases Description Action
Expected Result Expected Result
Id Id
Relationship Specification

Configure the following relationship mappings:

Collection UiPath Field Model Field
UiPath Test Cases Test Sets Parent

TestRail

For this integration scenario, you'll need to configure the following TestRail collections:

Work Item Collections

  • TestRail Test Cases

Container Collections

  • TestRail Test Sections 
Field Mapping

Map the following TestRail fields to the model:

Collection TestRail Field Model Field
TestRail Test Cases Title Name
Preconditions Description
Test Manager ID Test Manager ID
Test Manager URL Test Manager URL
Template Constant Value
TestRail Test Sections Name Summary
Description Description
ID Formatted ID
Test Step Field Mapping

Map the following TestRail fields to the model:

Collection TestRail Field Model Field
TestRail Test Cases Step Description Action
Expected Result Expected Result
Relationship Specification

Configure the following relationship mappings:

Collection TestRail Field Model Field
TestRail Test Cases Section Parent
Test Suite / Baseline Constant Value
TestRail Test Sections Test Suite / Baseline Constant Value

Configure your Integrations

You can learn general details on configuring integrations here: 

For this integration scenario, you will need to configure the following integrations:

  • UiPath Test Sets <> TestRail Test Sections
  • UiPath Test Cases <> TestRail Test Cases

Review the details in the table below to ensure that your integrations are configured correctly.

Integration Integration Type Artifact Creation Flow Artifact Routing/Container Mirroring Test Step Flow

UiPath Test Sets <> TestRail Test Sections

Container + Work Item Synchronization

Two-way Creation UiPath <> TestRail N/A

UiPath Test Cases <> TestRail Test Cases

Work Item Synchronization Two-way Creation UiPath <> TestRail

One-way Flow

TestRail collection accepts Test Steps

Functional Limitations

Category Limitation Applicable Repository Version
Third Party API Limitation

Test Steps

Test Steps on a Test Case are read-only and can only synchronize from TestRail to UiPath. 

Any supported repository version:

Third Party API Limitation

Test Results

Test Results are read-only and cannot be synchronized from TestRail or UiPath.

Any supported repository version:

 

           

           

UiPath Test Manager & Jama

In this integration scenario, a requirement is created in Jama. Hub will flow the requirement into UiPath. A test set and test cases are then created in UiPath and synchronized over to Jama. When the tester in UiPath begins running his tests, Hub will flow the test results and linked defects back over to Jama to maintain full visibility across the lifecycle.

Screenshot 2024-04-25 at 12.05.11 PM.png

The goal of this integration scenario is to synchronize the UiPath Test Case artifact with the Jama Test Case artifact, while including the Test Results from the UiPath artifact. To do this, you'll need to configure the following integrations:

  • UiPath Requirements <> Jama Requirements
  • UiPath Test Sets <> Jama Test Set Folders
  • UiPath Test Cases <> Jama Test Cases
  • UiPath Test Case Logs -> Jama Test Results
  • UiPath Defects <- Jama Defects

Connect to your Repositories

First, connect to your repository by following the instructions here.

You can learn more about connector-specific configuration in our Connector Docs.

Set Up your Model

Review general details on creating or reusing a model.

For this integration scenario, you will need to add the following fields to your model:

Smart Field Label Type Field Values
Summary Summary String N/A
Description Description Rich Text N/A
Formatted ID Formatted ID String N/A
Location URL Location N/A
Priority Priority Single Select Blocker, Critical, High, Medium, Low
Status Status Single Select New, To Do, In Progress, Done
Created Created Date Time N/A
Modified Modified Date Time N/A
None Test Coverage Relationships N/A
None Related Relationships N/A
None Test Manager ID String N/A
None Test Manager URL String N/A
None Jama ID String N/A
None Jama URL String N/A

Test Steps

Smart Field Label Type Field Values
Action Action String N/A
Expected Result Expect Result String N/A
Id Id String N/A
Status Status Single Select Passed, Failed, Not Completed

 

UiPath

You will need to add the following custom fields to your UiPath instance:

Name Type
Jama ID String
Jama URL String

Jama

You will need to add the following custom fields to your Jama instance:

Name Type
Test Manager ID String
Test Manager URL String

Create your Collections

You can learn general details on configuring collections here:

Review the details in the sections below to ensure that any required fields are mapped in your collections.

UiPath

For this integration scenario, you'll need to configure the following UiPath collections:

Work Item Collections

  • UiPath Requirements
  • UiPath Test Cases
  • UiPath Test Case Logs
  • UiPath Defects

Container Collections

  • UiPath Test Sets 
Field Mapping

Map the following UiPath fields to the model:

Collection UiPath Field Model Field
UiPath Requirements Name Summary
Description Description
Key Test Manager ID
URL Test Manager URL
Jama ID Jama ID
Jama URL Jama URL
UiPath Test Cases Name Summary
Description Description
Key Test Manager ID
URL Test Manager URL
Jama ID Jama ID
Jama URL Jama URL
UiPath Test Case Logs Key Test Manager ID
URL Test Manager URL
UiPath Defects Name Summary
Description Description
Key Test Manager ID
Priority Priority
Status Status
UiPath Test Sets Name Summary
Description Description
Test Step Field Mapping

Map the following UiPath fields to the model:

Collection UiPath Field Model Field
UiPath Test Cases Description Action
Expected Result Expected Result
Id ID
UiPath Test Case Logs Description Action 
Expected Result Expected Result
Id ID
Result Status
Relationship Specification

Configure the following relationship mappings:

Collection UiPath Field Model Field
UiPath Test Cases Assigned To Requirements Related
UiPath Test Case Logs Test Case Test Coverage
Artifact Union

Configure the following artifact union:

Collection Relationship Field Union Artifact Types Flow Test Steps From
UiPath Test Case Logs Test Case Test Case This Collection

Jama

For this integration scenario, you'll need to configure the following Jama collections:

Work Item Collections

  • Jama Requirements
  • Jama Test Cases
  • Jama Test Results
  • Jama Defects

Container Collections

  • Jama Test Set Folders 
Field Mapping

Map the following Jama fields to the model:

Collection Jama Field Model Field
Jama Requirements Name Summary
Description Description
Test Manager ID Test Manager ID
Test Manager URL Test Manager URL
ID Jama ID
URL Jama URL
Jama Test Cases Name Summary
Description Description
Test Manager ID Test Manager ID
Test Manager URL Test Manager URL
ID Jama ID
URL Jama URL
Jama Test Results Test Manager ID Test Manager ID
Test Manager URL Test Manager URL
Jama Defects Name Summary
Description Description
Priority Priority
Status Status
Test Manager ID Test Manager ID
Jama Test Folders Name Summary
Description Description
Test Step Field Mapping

Map the following Jama fields to the model:

Collection Jama Field Model Field
Jama Test Cases Notes Summary
Action Action
Expected Result Expected Result
Jama Test Results Notes Summary
Action Action 
Expected Result Expected Result
Relationship Specification

Configure the following relationship mappings:

Collection Jama Field Model Field
Jama Test Cases Related to upstream Related
Jama Test Results Parent upstream Test Coverage

Configure your Integrations

You can learn general details on configuring integrations here: 

For this integration scenario, you will need to configure the following integrations:

  • UiPath Requirements <> Jama Requirements
  • UiPath Test Sets <> Jama Test Set Folders
  • UiPath Test Cases <> Jama Test Cases
  • UiPath Test Case Logs -> Jama Test Results
  • UiPath Defects <- Jama Defects

Review the details in the table below to ensure that your integrations are configured correctly.

Integration Integration Type Artifact Creation Flow Container Mirror/Artifact Routing

UiPath Requirements & Jama Requirements

Work Item Synchronization Two-way Creation UiPath <> Jama

UiPath Test Sets & Jama Test Set Folders

Container + Work Item Synchronization

Two-way Creation UiPath <> Jama

UiPath Test Cases & Jama Test Cases

Work Item Synchronization Two-way Creation UiPath <> Jama

UiPath Test Case Logs & Jama Test Results

Work Item Synchronization Two-way Creation UiPath <> Jama

UiPath Defects & Jama Defects

Work Item Synchronization

Two-way Creation

UiPath <> Jama

Functional Limitations

Category Limitation Applicable Repository Version
Third Party API Limitation

Status

The Test Case Log and Test Result integration can be bi-directional but status cannot be updated in UiPath due to an API limitation.

Any supported repository version:

 

 

           

           

UiPath Test Manager & Tricentis Tosca

           

NOTE

Please be aware that Tricentis Tosca refers to the Test Management server component within the Tosca server suite. It should not be confused with Tricentis qTest, which is a separate product offering.

           

In this integration scenario, a requirement is created in Tosca. Hub will flow the requirement into UiPath. A test set and test cases are then created in UiPath and synchronized over to Tosca. When the tester in UiPath begins running her tests, Hub will flow the test execution and linked defects back over to Tosca to maintain full visibility across the lifecycle.

Screenshot 2024-05-20 at 11.50.22 AM.png

The goal of this integration scenario is to synchronize the UiPath Test Case artifact with the Tosca Test Case artifact, while including the Test Executions and Defects from the UiPath artifact. To do this, you'll need to configure the following integrations:

  • UiPath Requirements <> Tosca Requirements
  • UiPath Test Sets <> Tosca Test Case Folders
  • UiPath Test Cases <> Tosca Test Cases
  • UiPath Test Executions <> Tosca Execution List Folders
  • UiPath Defects <> Tosca Defects

Connect to your Repositories

First, connect to your repository by following the instructions here.

You can learn more about connector-specific configuration in our Connector Docs.

Set Up your Model

Review general details on creating or reusing a model.

For this integration scenario, you will need to add the following fields to your model:

Smart Field Label Type Field Values
Summary Summary String N/A
Description Description Rich Text N/A
Formatted ID Formatted ID String N/A
Location URL Location N/A
Status Status Single Select New, To Do, In Progress, Done
Created Created Date Time N/A
Modified Modified Date Time N/A
None Parents Relationships N/A
None Alternate ID String N/A
None Alternate URL String N/A
None Test Manager ID String N/A
None Test Manager URL String N/A
None Tosca ID String N/A
None Tosca URL String N/A

Test Steps

Smart Field Label Type Field Values
Action Action String N/A
Expected Result Expect Result String N/A
Id Id String N/A
Status Status Single Select Passed, Failed, Not Completed

 

UiPath

You will need to add the following custom fields to your UiPath instance:

Name Type
Tosca ID String
Tosca URL String

Tosca

You will need to add the following custom fields to your Tosca instance:

Name Type
Test Manager ID String
Test Manager URL String

Create your Collections

You can learn general details on configuring collections here:

Review the details in the sections below to ensure that any required fields are mapped in your collections.

UiPath

For this integration scenario, you'll need to configure the following UiPath collections:

Work Item Collections

  • UiPath Requirements
  • UiPath Test Cases
  • UiPath Test Executions
  • UiPath Defects

Container Collections

  • UiPath Test Sets 
Field Mapping

Map the following UiPath fields to the model:

Collection UiPath Field Model Field
UiPath Requirements Name Summary
Description Description
Tosca ID Tosca ID
Tosca URL Tosca URL
UiPath Test Sets Name Summary
Description Description
Tosca ID Tosca ID
Tosca URL Tosca URL
UiPath Test Cases Name Summary
Description Description
Tosca ID Tosca ID
Tosca URL Tosca URL
Key Test Manager ID
URL Test Manager URL
UiPath Test Executions Name Summary
Description Description
Key Test Manager ID
URL Test Manager URL
UiPath Defects Name Summary
Description Description
Status Status
Link Label Alternate ID
Link Alternate URL
Test Step Field Mapping

Map the following UiPath fields to the model:

Collection UiPath Field Model Field
UiPath Test Cases Description Action
Expected Result Expected Result
Id ID
Relationship Specification

Configure the following relationship mappings:

Collection UiPath Field Model Field
UiPath Test Executions Test Set Parents

Tosca

For this integration scenario, you'll need to configure the following Tosca collections:

Work Item Collections

  • Tosca Requirements
  • Tosca Test Cases
  • Tosca Execution Lists
  • Tosca Defects

Container Collections

  • Tosca Test Case Folders 
Field Mapping

Map the following Tosca fields to the model:

Collection Tosca Field Model Field
Tosca Requirements Name Summary
Description Description
Formatted ID Tosca ID
URL Tosca URL
SynchronizationPolicy Constant Value
Tosca Test Cases Name Summary
Description Description
Test Manager ID Test Manager ID
Test Manager URL Test Manager URL
ID Tosca ID
URL Tosca URL
SynchronizationPolicy Constant Value
Tosca Execution List Folders Name Summary
Description Description
Test Manager ID Test Manager ID
Test Manager URL Test Manager URL
SynchronizationPolicy Constant Value
Tosca Defects Name Summary
Description Description
State Status
Formatted ID Alternate ID
URL Alternate URL
SynchronizationPolicy Constant Value
Tosca Test Case Folders Name Summary
Description Description
Formatted ID Tosca ID
URL Tosca URL
SynchronizationPolicy Constant Value
Test Step Field Mapping

Map the following Tosca fields to the model:

Collection Tosca Field Model Field
Tosca Test Cases Name Action
UniqueId Id
Relationship Specification

Configure the following relationship mappings:

Collection Tosca Field Model Field
Tosca Execution List Folders Parent Folder Parents

Configure your Integrations

You can learn general details on configuring integrations here: 

For this integration scenario, you will need to configure the following integrations:

  • UiPath Requirements <> Tosca Requirements
  • UiPath Test Sets <> Tosca Test Case Folders
  • UiPath Test Cases <> Tosca Test Cases
  • UiPath Test Executions <> Tosca Execution List Folders
  • UiPath Defects <> Tosca Defects

Review the details in the table below to ensure that your integrations are configured correctly.

Integration Integration Type Artifact Creation Flow Test Step Flow Container Mirror/Artifact Routing

UiPath Requirements <> Tosca Requirements

Work Item Synchronization Two-way Creation N/A UiPath <> Tosca

UiPath Test Sets <> Tosca Test Case Folders

Container + Work Item Synchronization

Two-way Creation N/A UiPath <> Tosca

UiPath Test Cases <> Tosca Test Cases

Work Item Synchronization Two-way Creation

One-way Flow

Tosca accepts test steps

UiPath <> Tosca

UiPath Test Executions <> Tosca Execution List Folders

Work Item Synchronization Two-way Creation N/A UiPath <> Tosca

UiPath Defects <> Tosca Defects

Work Item Synchronization

Two-way Creation

N/A UiPath <> Tosca

Functional Limitations

Category Limitation Applicable Repository Version
Configuration Requirement

Test Steps

Test Steps are supported for Test Cases, but you must select which direction you'd like test steps to flow during intial configuration. 

Any supported repository version:

 

Configuration Requirement

Test Cases

Synchronization for the Test Case artifact can be bidirectional, but the Tosca Test Case Folder must be specified.

Any supported repository version:

Third Party API Limitation

Test Execution/Execution List Integration

The Test Execution and Execution List integration is one-way from UiPath to Tosca due to a limitation in UiPath.

Any supported repository version:

Feature Unsupported

Test Step Results

Test step results are not supported.

Any supported repository version: