Since Xray uses issue types in order to map the different testing entities, you can configure workflows to manage those entities.
This allows you to:
- Manage the lifecycle of tests specification, test execution and test plan.
- Create conditions or validators in order to control the status transition, for example, only users from a certain group can approve test specifications.
- Invoke post-functions when certain status are met, such as notifying certain stakeholders or generate detailed reports
- Restrict Tests to be executed in specific workflow status
- Restrict Test execution in specific workflow status
- Transition Test executions & set resolution automatically
This module goal is to help you understand how you can take advantage of workflows in Jira for testing purposes, by providing some examples.
If you need more information about Workflows in Jira, you should check Atlassian's Documentation or available courses.
Review Workflow Requirements
For each Xray Issue Type you can design a workflow that will enable you to manage the testing lifecycle.
Join with your team and ask the following questions:
- Which statuses are needed?
- Are there any conditions or restrictions that need to be applied?
- Are there any restrictions in terms of permissions?
Review Custom Field Requirements
Your team may want to add extra information through the workflow. In Jira this can be done by creating custom fields and screens that may be displayed during transitions.
To start, get together with your team and ask the following questions:
- Do we need to add extra fields during the workflow?
- Do those fields need to be displayed during the workflow? Or can be automatically filled?
Review Notification Requirements
Your team may want to add notifications that are triggered during the workflow. This can be achieved by using post-function events.
Get together with your team and ask the following questions:
- Do we need any extra notification after a workflow transition?
- Who needs to receive that notification?