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Table of Contents
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Test Types

Tests in Xray can be of two types: automated or manual.

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Create

Using the top "Create" button"

In order to create a new Test Issue, 

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Step 5a: If you checked the Create another box, a new Create Issue dialog appears. This issue is automatically pre-populated with your previous test details, while leaving the Summary field blank.

Edit

Editing an existing Test can be done in one of two ways:

Using the Edit Issue dialog box

The Edit Issue dialog box is similar to the Create Issue dialog box, and can be accessed through the following steps:

Step 1: Click the Edit button (at the top-left of the 'view issue' page) to open the Edit Issue dialog box.

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Step 2: Modify your Test's details in the appropriate fields of the Edit Issue dialog box General tab.

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Step 3: Click on the Test Details tab to edit the Test Type and any complementary fields.

From the requirement issue screen

In order to create a new Test Issue directly from the requirement issue screen, and link it automatically to the requirement, 

Step 1: Click the Create Issue at the top of the screen to open the Create Issue dialog box / page.

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Step 2: Select the  Project and on Issue Type make sure you have Test selected.

Step 3: Under the General tab, type a Summary for the test and fill all appropriate fields — at least, the mandatory ones marked with an asterisk.

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Step 4: On the Test Details tab, select the Test Type and complete all appropriate fields;

Step 4a: If you are writing a Manual Test:
- Select the Test Type as Manual. 
- After filling out the Manual Steps fields, press the Add button to jump to the next Manual Step. Step 3a: If you are editing a Manual Test:
- To input a new Manual Steps field, use the empty areas at the bottom and click the Add button.
- Use the Pencil button to edit a previously entered Manual Step, and click press the Update button when done. 
- Use the Bin button to delete a previously previous entered Manual Step.
- To change a Manual Step position in the Test, drag the left area on of the that row and drop it to the desired place.

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Step 3b4b: If you are editing writing Cucumber Test: 
- Select the Test Type as Cucumber. 
- To change test type on On Cucumber Type, select either  select either Scenario or Scenario OutlineOutline as test type. 
- In the Steps field, you can edit a previously entered or create a new On Cucumber Scenario, enter the Cucumber Scenario clauses in Gherkin.

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Step 3c4c: If you are editing writing Generic Test: 
-In the Steps field, you can edit a previously entered or create a new Definition  Select the Test Type as Generic.
- On Generic Test Definition, enter the definition for the automated generic Test.

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Optional:
- Click on the Test Sets tab to edit Test Set associationsassociate the current issue with Test Sets.
- Click on the Pre-Conditions tab to edit associate the current issue with Pre-Condition associationsConditions.
- Click on the Link Issues Test Plans tab to edit Links with other issues.

Step 4: Click the Update button to save your changes.

Inline Editing Xray Tests

Xray Test issue sections support inline editing similar to Jira native and custom fields inline edit. This prevents full page reloads when modifying fields.

Inline Edit Fields

To inline edit a field, just hover over the field view area and click it.

The following Test fields support inline edit:

  • Type: The Test issue type
  • Definition: The automated generic test definition (only visible for Generic tests)
  • Cucumber Type: The Cucumber Scenario type (only visible for Cucumber tests)

To inline edit automated Test issues:

Step 1b: If you are inline editing a Cucumber Test: 
- You can hover over the actual Test Type, click it, and change it to another type that is available on the select box.
- You can hover over the actual Cucumber Type, click it, and change it to another type that is available on the select box.
- You can hover over the Steps field, click it, and edit its contents.

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Step 1c: If you are inline editing a Generic Test:
- You can hover over the actual Test Type, click it, and change it to another type available on the select box.
- You can hover over the Definition field, click it, and edit its contents.

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Notes: On Jira versions greater or equal to 7.3.0, the Definition field supports Jira's Rich Text Editor. To enable the Rich Text Editor, you have to set the renderer of the definition custom field to  Wiki Style Renderer.  It is also possible to use Rich Text Editor on Jira versions greater than 7.2.0 by enabling the experimental Rich Text Editor in Jira configurations, but this feature is not totally supported by Xray.

Manual Test Steps Table

In addition to inline editable fields, Xray provides a Restful table for inline editing manual Test steps direcly from the Test view issue screen.

From this table you can:

Add Steps: After entering the Test step details (StepData and Expected Result fields) using the bottom table row text boxes, click on the Plus icon for creating a new step. The new step will be added in the last position in the steps table. 

Remove Steps: The last column for each step contains a Bin button for removing steps. After clicking the button, you will be prompted with a confirmation message to delete the step. This operation cannot be undone.

Edit Steps: When hovering over StepData and Expected Result fields, they get highlighted and if you click them, the step row visualization will change to edit mode. From here, you can edit the fields and click on the Update button that appears in the last column to save changes or you can cancel the changes by clicking on the Cancel button. Either way, the row will be back in View mode.

Move Steps: You can move a Test step Up or Down in the Test steps table in one of two ways:

    • Click on the drag area in the first column of each step and drag the step to the desired position.
    • Click on the actions menu and choosing the "Move To.." option. This method allows you to directly move a step to a specific position.

Add Attachments: While in View or Edit modes, you can add attachments to a step using the Plus sign appearing in the Attachments column. After clicking the button, you will be prompted with a dialog to choose the attachments to add.

Remove Attachments: While in View or Edit modes, you can remove attachments of Test steps using the Bin button that appears when hovering over existing attachments. After clicking the button, you will be prompted with a confirmation message to remove the attachment or not.

Copy Step Fields: You can copy the StepData and Expected Result fields to the clipboard by hovering over these fields and choosing the Copy icon next to each highlighted field. If the copy is successful, a green border will appear momentarily around the Copy icon.

Expand Fields: If the text boxes are too small to show all the information, you can expand the StepData and Expected Result fields by clicking the Expand icon next to each highlighted field. An inline dialog, with a bigger area, will be opened with the contents of the field and a wiki notation toolbar to assist you in writing your information. This operation is available in both View and Edit modes for manual Test steps. 

Clone Steps: To clone an existing Test step, click on the actions menu and choose the "Clone" option. A confirmation message will appear. Once you confirm, a new step will be created in the last position, containing all information of the cloned step (Step, Data, Expected Result and Attachments).

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Info
titleEdit Permissions

You can only inline edit Xray fields if you have permission to edit the Test issue.

Changing the Type of a Test

In the Global Preferences, Xray allows you to configure if a test definition is deleted or not.

If enabled, the previous Info details will be deleted.

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Otherwise, the Info details will not be deleted, and it'll be possible to undo the Test Type change operation and keep the previous information.

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associate the current issue with Test Plans. 
- Click on the Link Issues tab to link with other issues and specify the nature of the association.
- To create a series of similar tests – within the same  Project  – check the  Create another box at the bottom of the dialog. 

Step 5: When you are satisfied with the content of your test, click the Create button.

Step 5a: If you checked the Create another box, a new Create Issue dialog appears. This issue is automatically pre-populated with your previous test details, while leaving the Summary field blank.

Edit

Editing an existing Test can be done in one of two ways:

Using the Edit Issue dialog box

The Edit Issue dialog box is similar to the Create Issue dialog box, and can be accessed through the following steps:

Step 1: Click the Edit button (at the top-left of the 'view issue' page) to open the Edit Issue dialog box.

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Step 2: Modify your Test's details in the appropriate fields of the Edit Issue dialog box General tab.

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Step 3: Click on the Test Details tab to edit the Test Type and any complementary fields.

Step 3a: If you are editing a Manual Test:
- To input a new Manual Steps field, use the empty areas at the bottom and click the Add button.
- Use the Pencil button to edit a previously entered Manual Step, and click the Update button when done.
- Use the Bin button to delete a previously entered Manual Step.
- To change a Manual Step position in the Test, drag the left area on the that row and drop it to the desired place.

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Step 3b: If you are editing a Cucumber Test: 
- To change test type on Cucumber Type, select either Scenario or Scenario Outline.
- In the Steps field, you can edit a previously entered or create a new Cucumber Scenario clauses in Gherkin.

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Step 3c: If you are editing a Generic Test:
-In the Steps field, you can edit a previously entered or create a new Definition for the automated generic Test.

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Optional:
- Click on the Test Sets tab to edit Test Set associations.
- Click on the Pre-Conditions tab to edit Pre-Condition associations.
- Click on the Link Issues tab to edit Links with other issues.

Step 4: Click the Update button to save your changes.

Inline Editing Xray Tests

Xray Test issue sections support inline editing similar to Jira native and custom fields inline edit. This prevents full page reloads when modifying fields.

Inline Edit Fields

To inline edit a field, just hover over the field view area and click it.

The following Test fields support inline edit:

  • Type: The Test issue type
  • Definition: The automated generic test definition (only visible for Generic tests)
  • Cucumber Type: The Cucumber Scenario type (only visible for Cucumber tests)

To inline edit automated Test issues:

Step 1b: If you are inline editing a Cucumber Test: 
- You can hover over the actual Test Type, click it, and change it to another type that is available on the select box.
- You can hover over the actual Cucumber Type, click it, and change it to another type that is available on the select box.
- You can hover over the Steps field, click it, and edit its contents.

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Step 1c: If you are inline editing a Generic Test:
- You can hover over the actual Test Type, click it, and change it to another type available on the select box.
- You can hover over the Definition field, click it, and edit its contents.

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Notes: On Jira versions greater or equal to 7.3.0, the Definition field supports Jira's Rich Text Editor. To enable the Rich Text Editor, you have to set the renderer of the definition custom field to  Wiki Style Renderer.  It is also possible to use Rich Text Editor on Jira versions greater than 7.2.0 by enabling the experimental Rich Text Editor in Jira configurations, but this feature is not totally supported by Xray.


Manual Test Steps Table

In addition to inline editable fields, Xray provides a Restful table for inline editing manual Test steps direcly from the Test view issue screen.

From this table you can:

Add Steps: After entering the Test step details (StepData and Expected Result fields) using the bottom table row text boxes, click on the Plus icon for creating a new step. The new step will be added in the last position in the steps table. 

Remove Steps: The last column for each step contains a Bin button for removing steps. After clicking the button, you will be prompted with a confirmation message to delete the step. This operation cannot be undone.

Edit Steps: When hovering over StepData and Expected Result fields, they get highlighted and if you click them, the step row visualization will change to edit mode. From here, you can edit the fields and click on the Update button that appears in the last column to save changes or you can cancel the changes by clicking on the Cancel button. Either way, the row will be back in View mode.

Move Steps: You can move a Test step Up or Down in the Test steps table in one of two ways:

    • Click on the drag area in the first column of each step and drag the step to the desired position.
    • Click on the actions menu and choosing the "Move To.." option. This method allows you to directly move a step to a specific position.

Add Attachments: While in View or Edit modes, you can add attachments to a step using the Plus sign appearing in the Attachments column. After clicking the button, you will be prompted with a dialog to choose the attachments to add.

Remove Attachments: While in View or Edit modes, you can remove attachments of Test steps using the Bin button that appears when hovering over existing attachments. After clicking the button, you will be prompted with a confirmation message to remove the attachment or not.

Copy Step Fields: You can copy the StepData and Expected Result fields to the clipboard by hovering over these fields and choosing the Copy icon next to each highlighted field. If the copy is successful, a green border will appear momentarily around the Copy icon.

Expand Fields: If the text boxes are too small to show all the information, you can expand the StepData and Expected Result fields by clicking the Expand icon next to each highlighted field. An inline dialog, with a bigger area, will be opened with the contents of the field and a wiki notation toolbar to assist you in writing your information. This operation is available in both View and Edit modes for manual Test steps. 

Clone Steps: To clone an existing Test step, click on the actions menu and choose the "Clone" option. A confirmation message will appear. Once you confirm, a new step will be created in the last position, containing all information of the cloned step (Step, Data, Expected Result and Attachments).

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Info
titleEdit Permissions

You can only inline edit Xray fields if you have permission to edit the Test issue.

Changing the Type of a Test

In the Global Preferences, Xray allows you to configure if a test definition is deleted or not.

If enabled, the previous Info details will be deleted.

Image Added 

Otherwise, the Info details will not be deleted, and it'll be possible to undo the Test Type change operation and keep the previous information.

Image Added

Additionally, in both cases, because each pre-condition must be of the same Type of the Test, any associated Pre-Conditions will be lost.

Link Test to requirement(s)

Covering some requirement issue with an existing Test can either be done from the Test issue screen or from the requirement issue screen.

From the Test issue screen

To link some existing Test case to some requirement directly from the Test issue screen, you just need to create a "tests" link between it and the requirement

 Step 1: Click on More and then Link

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Step 2: Make sure that the created link is "tests" (i.e. the Test covers the given issues)

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Step 3: Enter one, or more, issue key(s) of the requirement you wish to validate

Step 4: Click on "Link"

From the requirement issue screen

To link some existing Test case to some requirement directly from the requirement issue screen, we can do it using two different shortcuts as detailed in the first step below.

Step 1aUsing the "+" icon on the Test Coverage panel  - Click the Edit button (at the top-left of the 'view issue' page) to open the Edit Issue dialog box.

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Step 1b: Using the standard issue link creation dialog - Click on More and then Link

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Step 2: Make sure that the created link is "tested by" (i.e. the requirement will be tested by the given issues)

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Step 3: Enter one, or more, issue key(s) of the Test cases that validate your requirement.



Info
titlePlease note

You may also specify Test Set issue keys; in this case, the link will be created between the requirement and the Test Set.

When you do this, you'll have a dynamic coverage of the requirement based on the Tests belonging to the Test Set. That mean that you can then add or remove Tests to/from the Test Set and they will be covering the requirement or not depending on being or not on the Test Set.


Step 4: Click on "Link"

Clone

Cloning a Test issue creates a new Test with all the information of the cloned Test, except its executions. Therefore, the cloned issue will not be associated with any Test Execution issue.

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