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Creating Trello Cards

QA Sphere allows you to integrate with Trello using the Custom Issue Tracker feature. This integration enables you to open Trello board and then attach Trello cards to test results in a test run, streamlining your workflow and ensuring efficient issue tracking within your Trello boards.

Configuring Trello as a Custom Issue Tracker​

To integrate Trello into QA Sphere, follow these steps:

  1. Go to Settings by clicking the gear icon Settings wheel in the top right corner.

  2. Select Issue Trackers from the left sidebar.

  3. A list of all available projects will be displayed. Click the + button next to the appropriate project to add integration.

  4. Choose Custom from the list of available integrations.

  5. You'll be presented with a form to configure your Custom Issue Tracker. Fill it out as follows:

    • Issue Tracker Name: Enter "Trello" or a name of your choice.
    • New Issue Link: Enter the URL for your Trello board. For example: 
      https://trello.com/b/[BOARD_ID]/[BOARD_NAME]
    • Title Extraction Rule: Enter the rule that matches your Trello card URL structure. For most cases, you can use: 
      https://trello.com/c/$(base64url)/$(id:num)-$(title)

  6. Click Save to add the Trello integration.

Understanding Title Extraction Rule​

The Title Extraction Rule helps QA Sphere pre-fill the Card Title based on the URL. For Trello, you'll want to use both $(id) and $(title) as Trello URLs include both a unique card identifier and the card title. The rule you enter should match the structure of your Trello card URLs.

Using Trello Integration​

To create a Trello card during testing:

  1. Within your project, navigate to the Test Runs section.
  2. Select an existing test run or create a new one.
  3. Choose a test case within the run.
  4. When changing the status of the test case, click + Add Custom Issue.

A new browser tab will open with the Trello board interface. The card title will be pre-filled based on your extraction rule.

Complete the card details in Trello and create the card. Once created, you can copy the card URL and paste it back into QA Sphere to link the issue to your test case.

All cards created for the test case will be saved under the Action History for this test run, providing a clear trail of documentation.

Benefits of Trello Integration​

  • Visual Workflow: Take advantage of Trello's Kanban-style interface for issue tracking.
  • Seamless Workflow: Quickly access Trello's card creation interface from within QA Sphere.
  • Flexibility: Organize issues across different lists and boards based on your team's workflow.
  • Collaboration: Leverage Trello's rich feature set for team communication and task management.
  • Efficiency: Reduce time spent switching between QA Sphere and Trello.

By leveraging this custom integration, your team can maintain a cohesive and efficient testing and issue management process across QA Sphere and Trello, tailored to your specific project needs.

Troubleshooting​

If you encounter any issues with the integration:

  1. Double-check that your New Issue Link is correct and points to the right Trello board.
  2. Ensure your Title Extraction Rule correctly matches your Trello card URL structure.
  3. Verify that you have the necessary permissions in your Trello workspace.
  4. Make sure you're logged into Trello in your browser for seamless card creation.

For further assistance, contact your QA Sphere administrator or support team at [email protected].