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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 statuses are met, such as notifying certain stakeholders or generate detailed reports


Design & activate the workflow


The first step is to design the workflow using Jira Settings > Issues > Workflows

After designing the workflow you can active for your project. You do that by updating the workflow scheme.

Check Xray specific configurations for workflows


Go to Jira Settings > Apps > Xray > Miscellaneous and check the workflow related configurations. 

The following configurations are specific for Tests & Test Executions

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

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