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.
Access your Project Settings > Xray Settings > Summary and select the Add Xray Issue Types.
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Or, if you prefer you can add Xray Issue Types manually, directly from Jira Settings.
Go to Jira Settings 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.
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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.
Warning
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.
For more details about each custom field provided by Xray, please take a look atUsing custom fields documentation.
Field Name
Type
Available Context(s)
Begin Date The start date of the Test Execution or Test Plan
Date Time Picker
Issue type(s):
End Date The completion date for the Test Execution or Test Plan
Date Time Picker
Issue type(s):
Revision The revision of the SUT being addressed by the Test Execution
