Your team will need to create all the Xray issues inside the project you are enabling to use Xray.
For this to happen, you need to make Xray issue Types available in your "Issue Type Schemes."
You may want to include Xray issue Types ( such as Test, Test Plan, Test Set, Test execution) to your already created Issue Type Schemes. This will enable you to use Xray in existing projects that are currently using those schemes.
Go to JIRA Administration > Issues > Issue Type Scheme and select the Issue Type Scheme you want to add Xray Issue Types.
Drag-and-drop Xray Issue Types: Test, Test Plan, Test Set, Test Execution, Pre-condition & Sub Test Execution to Issue Types for Current Scheme.
Tip
Your team does not have to use all Issue Types in their project. If you want to go for a simple approach you might only use - Test, Test Plan & Test Execution.
UI Step
Add Xray issue types to your Issue Type Screen Scheme
Your Xray Issue Types need to have the correct custom fields available. In order to do this, you will use the regular Jira setting - Screens.
In order to make this possible, you need to associate each issue type with the correct screen inside your "Issue Type Screen Scheme." This will enable you to use Xray in existing projects that are currently using those schemes
All screen configurations,if needed,must be done manually.
One useful configuration is adding theRevisioncustom field to the Test Execution create screen. If added, the Revision input field will appear in the creation dialog of Test Executions, for example, whenever you create them from a Test Plan.
Please note
Xray Cloud and Xray for Jira Server/on-premises are quite different in this aspect. While in Xray for Jira Server there are many custom fields that need to be configured on screens, either automatically or manually, on Xray Cloud you don't have most of those custom fields and thus you don't need to configure the screens for normal usage
Custom Fields
Upon Xray installation, the following custom fields are created in your Jira installation. They may be used in the normal operation of Xray, depending on how you set up your testing process. All Xray custom fields are included in the JiraDefault Field Configuration. If you have specific field configurations for your project, please make sure to also include the Xray custom fields in these field configurations.
Learn more
For more details about each custom field provided by Xray, please take a look atUsing custom fields.
Field Name
Type
Available Context(s)
Begin Date The start date of the Test Execution or Test Plan
Revision The revision of the SUT being addressed by the Test Execution
Text Field (single line)
Issue type(s):Image ModifiedImage Modified
Tip
There is a much faster way to "Add Xray Issue Types" to your schemes.
Go to the Project Settings and set "Add Xray Issue Types." This will add Xray Issue Types to the schemes used in that specific project.
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This is faster, but you have to make sure that:
You are part of the users allowed to perform this operation. Check if the setting at Jira Administration > Manage Apps > Miscellaneous > Users Groups allowed to add Xray Issue Types contains, for example, the jira-administrators group.
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You realize the impact of changing an Issue Type Scheme & and Issue Type Screen Scheme directly from a project. Don't forget that the schemes may be shared with other projects.
