> OctoPerf load testing - Configuring the Jira board, issue filtering and issue workflow for a notification. Source: https://api.octoperf.com/doc/notifications/jira/board/ # Configuring the board and issue workflow Once your [connection to Jira](https://api.octoperf.com/doc/notifications/jira/connection/) is validated, the **Performance test configuration** section appears. This is where you choose which board OctoPerf works with, which issues are involved, and what happens to those issues when your tests run. ![Jira board configuration](https://api.octoperf.com/doc/notifications/jira/img/jira-board-configuration.png "Jira board configuration") !!! tip If you make changes in Jira (new board, renamed columns, new issues) while configuring your notification, select **Reload JIRA data** to refresh the available options. ## Selecting the board Pick the **Board** OctoPerf should work with. Each entry is shown as *board name - project name* so you can tell similar boards apart. Selecting a board loads the columns and target columns available for that board. ## Choosing which issues are involved The **Issues** setting controls which issues on the board OctoPerf will comment on and move: - **All**: every issue in the selected column is involved. No filtering is applied. - **Summary filtering**: only issues whose **summary** (the issue title) matches the word you type are involved. ![Issues filtering](https://api.octoperf.com/doc/notifications/jira/img/jira-issues-filter.png "Issues filtering") Use **Summary filtering** when you only want a specific set of issues to be updated, for example issues named after your performance campaign. ### How the summary search works The filter performs a Jira text search on the issue summary, so it follows Jira's own search rules: ![Issues to be involved](https://api.octoperf.com/doc/notifications/jira/img/jira-issues-tooltip.png "Issues to be involved") - It is a **word search**: your text must match a whole word in the summary, or the beginning of a word. - The wildcards `*` (any number of characters) and `?` (a single character) are supported. For example, `PERF*` matches any summary containing a word starting with "PERF". - Special characters such as `[`, `]` or `!` are ignored by Jira's search. !!! info Because this is a word search, partial matches from the middle of a word are not found. For example, searching for `ssue` will **not** find an issue named "Issue". You would search for `Issue` or `Iss*` instead. This is how Jira search works, not an OctoPerf limitation. ![Jira word search example](https://api.octoperf.com/doc/notifications/jira/img/jira-search-example.png "Jira word search example") ## Choosing the source column The **To do column** is the column that holds the issues relevant to your load test. OctoPerf comments on (and, optionally, moves) the issues found in this column. ## Deciding what happens to issues The **Done behavior** setting decides what happens to your issues once a test reaches a conclusion: - **Issues stay in the same column**: issues are commented on but never moved. - **Issues moved to another column**: issues are moved to a target column depending on the test outcome. When you choose to move issues, you select a **target column** for each relevant outcome: - **Passed**: where issues go when a test finishes successfully, - **Failed**: where issues go when a test finishes with a failure, - **Error**: where issues go when a test could not run. A target column only appears for outcomes you have enabled in the [Test events](https://api.octoperf.com/doc/notifications/#events) selector at the top of the notification. !!! note Target columns are built from the moves already available on your board's issues. Your board must therefore contain **at least one issue**, otherwise OctoPerf cannot offer any target column. No administrator access is required. ## What gets commented and moved OctoPerf tells you exactly what will happen based on the events you selected: - **Comments**: the issues in the selected *To do column* are commented on with information about the test: - **Started** events add information about the test that started, - **Ended** events add information about the test results, - **Passed**, **Failed** and **Error** events add information about the test status. - **Moving** (only when *Issues moved to another column* is selected): - issues move to the **Passed** column on a passed test, - issues move to the **Failed** column on a failed test, - issues move to the **Error** column on an error. !!! warning Issue moving is triggered only by the **Passed**, **Failed** and **Error** events. If none of these events is selected, your issues will be commented on but never moved. ## Attaching the Markdown report Enable **Attach Markdown Report**, at the bottom of the notification, to attach the report of the test to the Jira issues. When the test ends (the **Ended** event), every issue the notification comments on receives the comment, then the report as a [Markdown file](https://api.octoperf.com/doc/analysis/export-bench-report/#export-as-markdown) named after the report, then its move if one applies. This keeps the values of the test next to the issue they relate to, as text that anyone, or an AI assistant, can read without opening OctoPerf. !!! note The file must fit the maximum attachment size set by your Jira administrator. If the report cannot be produced, the issues are still commented on and moved, without the file. ## Troubleshooting - **"Some data no longer exist JIRA side"**: an item you previously selected (board, column or target column) has changed or been removed in Jira. Select **Reload JIRA data** and pick the options again. - **"Your board does not have any available issue"**: add at least one issue to your board in Jira, then reload. Target columns are derived from the moves available on existing issues. ## Related documentation - [Jira notifications overview](https://api.octoperf.com/doc/notifications/jira/) - [Export a report as Markdown](https://api.octoperf.com/doc/analysis/export-bench-report/#export-as-markdown) - [Connecting to Jira](https://api.octoperf.com/doc/notifications/jira/connection/) - [Events](https://api.octoperf.com/doc/notifications/#events) - [Notifications overview](https://api.octoperf.com/doc/notifications/)