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  • 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



UI Steps
UI Step
Design the

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 status are needed? 
  • Is there any conditions or restrictions that need to be applied?
  • Is there any restrictions in terms of permissions?


UI Step

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. 

Join 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?


UI Step

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. 

Join with your team and ask the following questions:

  • Do you need any extra notification after a workflow transition?
  • Who needs to receive that notificationIs there any restrictions in terms of permissions?