This topic explains how to integrate TestRail with GitHub. There are currently three ways to integrate TestRail with GitHub, namely:
- Using defect URLs to link test results to GitHub
- Using the defect plugin for GitHub to push and look up GitHub issues
- Using reference URLs to link test cases to GitHub
- Using the reference plugin for GitHub to look up GitHub issues in the References field of TestRail entities such as test cases, test runs, and milestones
You don’t have to use all listed integration options, and you can mix and match the integration with other tools. Configuring the integration usually only takes a few minutes. This guide explains how to configure the integration and how it works.
The defect URLs are used to let TestRail know how to convert a Defect ID into a URL for your GitHub instance. There are two types of URLs: View URLs and Add URLs.
The Defect View URL is used to build a link to GitHub based on the Defect ID, so you can simply click on an ID to open the issue directly in GitHub.
The Defect Add URL is used to create a link to the issue creation screen inside GitHub. Once the URL is configured, a new Add link appears next to the Defects field in the Add Test Result dialog and the ‘Defects’ menu in TestRail’s Push Defect From Anywhere feature. This link allows you to jump to GitHub’s New Issue form to report a new bug.
If you see the ‘Add’ link, you can copy the ID of your new GitHub issue and enter it into any Defects or References field inside TestRail.
To configure GitHub’s URLs in TestRail, select Administration > Integration. You can alternatively enter separate bug tracker URLs for each project under Administration > Projects. Use the following example URLs to configure the addresses:
GitHub installation Defect View Url: https://github.com/<owner>/<repository>/issues/%id% Defect Add Url: https://github.com/<owner>/<repository>/issues/new
Please make sure to replace <owner> and <repository> with the actual keys of the owner and repository in GitHub you want to integrate with.
If you have the defect plugin configured, you’ll also be able to hover over the defect ID to view the issue details directly from within TestRail.
The reference URLs are implemented in a very similar manner to Defect URLs described above. The primary difference is Reference URLs are used for the ‘References’ field on various TestRail entities (instead of the Defects field).
The Reference View URL is configured in the same manner as described above and allows TestRail to create a direct link to a GitHub based on an ID entered into a References field.
The Reference Add URL is also configured in the same way as the Defect Add URL. Once configured, an ‘Add’ link will appear next to each References field in your instance or project. If you use the ‘Add’ link, you can copy the ID of your new GitHub issue and enter it into any Defects or References field inside TestRail.
If you have the Reference plugin configured, you’ll also be able to hover over a Reference ID to view the issue details directly from within TestRail. Keep reading to learn how to use and configure the Defect and Reference Plugins.
Defect plugins can be used to implement a deeper bug tracker integration and TestRail comes with a ready-to-use GitHub defect plugin. To configure the defect plugin, select Administration > Integration and select GitHub in the Defect Plugin drop-down list. The next step is to configure all the necessary connection settings in the [connection] category. You can also configure the integration for a specific project by editing a project’s settings.
The Defect Plugin utilizes GitHub’s API, so valid credentials are needed to connect to the API. You can enter a single set of credentials here for all GitHub users. or you can insert User Variables to allow each TestRail user to configure their own credentials. These credentials may be a combination of an email address or username with a password or API key.
We strongly recommend configuring User Variables. You can learn more about configuring these in our documentation here.
If your team is using two-factor authentication or single sign-on with GitHub, your users will need an access token instead of your Github password in order to successfully use integration features. An access token for GitHub can be created here: https://github.com/settings/tokens
With the Defect Plugin configured, the option to push a new defect will appear in the Defect from Anywhere menu, as well as in the Add Result dialog withing a test run. This dialog allows you to create a new issue in GitLab without leaving TestRail.
The GitHub defect plugin was built to work with a standard GitHub configuration. TestRail allows you to customize the fields which appear in the Push dialog as well as when hovering over Defect IDs. Preconfigured push fields and hover fields can be set to ‘on’ or ‘off’ in their respective [push.fields] and [hover.fields] sections, or change the order in which they appear by the fields in each section.
Please keep in mind some fields (such as the title field) are always enabled and may not appear in these sections due to always beings required by either TestRail or GitHub.
The GitHub Defect Plugin also supports modifying field properties as well as custom fields.
In addition to enabling, disabling, or re-organizing fields as described above, it’s also possible to change additional options per field. To do this, you would define a section for the field, such as [push.field.description] and specify additional options within this section.
Please see below for full list and explanation of the available field options:
|label||Specifies the display name of the field in the Push Defect dialogue|
|size||Specifies whether the field is displayed as a compact field (compact) or uses the full width of the dialogue (full)|
|remember||Specifies if previously selected values for this field should be remembered and restored the next time the Push Defect dialogue is opened|
|required||Specifies if this field is mandatory or optional and whether users are required to enter a value for this field in the Push Defect dialogue|
Reference plugins can be used to retrieve additional information from IDs entered into the References field of TestRail entities, such as test cases, test runs, and milestones. The Reference Plugin is configured on the References tab of the integration settings in the same manner the Defect Plugin is configured.
The plugin supports hovering over Reference IDs but does not support a Push dialog for the References field. It is also possible to customize the fields which appear via link hovering and add custom fields, as described above.
If you have the Defect Plugin already configured for GitHub, you can simply copy your [connection] and [hover.fields] sections from the Defect Plugin into the Reference plugin configuration. Alternatively, you can choose different fields to be displayed for References and Defects.
TestRail also supports custom defect plugins. If your team uses TestRail Server, it is possible to futther customize the defect plugin (or build your own) to support additional field types or other data. Please see out documentation here for additional information.