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Since Xray uses issue types in order to map the different testing entities, you can configure workflows to manage those entities. 

This will allow 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


UI Steps
UI Step

Design & activate the workflow


The first step is to design the workflow using JIRA Administration > Issues > Workflows. 

After designing the workflow you should make active for your project, you do that by updating the workflow scheme.

UI Step

Check Xray specific configuration for workflows


Go to JIRA Administration > Manage Apps > Xray > Miscellaneous and check the several workflow related configurations. 

The following configurations are specific for Tests & Test Executions

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Check the specific module "Testing Workflows setup" for more details about workflows.