Adding a workflow to screen

Question

hi,

I am testing out using jira for test case management. For this purpose I have created two screens.  Test Case Details and  Test Run.

I then would like to have Workflow Actions of Open, Accepted, Rejected, Obsolete for the test case actions.

And I would like to have workflow actions of Not Run, Pass, Failed for the test run screen.

I am usiing Jira v4, is this possible to do? I do not see where I can add a specific workflow to a screen. I can add a specific workflow to a project but this does not do what I would like.

thanks,

RC

Nic Brough -Adaptavist- · Answer

I think you are conflating workflows and screens together.  They are separate entities.

* The workflow is completely independent of screens and is driven by the current status of an issue.  The workflow in use is determined by your project and issue type (via the "workflow scheme").
* Screens are how you interact with issues.  The screens themselves are simple lists of fields that say "when a user needs screen X, these are the fields to work with".  There are four basic uses of screens - Create, Edit, View and transitions.

You said originally "I do not see where I can add a specific workflow to a screen.".    This is because you do not.  Screens do NOT determine workflows.  You tell Jira that "issue type X uses workflow Y" and "issue type Y uses a set of screens called Z".  Separately.

It sounds to me like you need to look at your workflow scheme.  Create a new workflow for your test types, then go into the workflow scheme and associate that workflow with issue type "test run".

rcarty · Answer

hi thanks guys,

yes i have created a new issue type called "Test Case Details" and then a sub-issue type called "Test Run". The idea being that the test case details contains the info about the test case. and the test run being an instance of this test case against a specific version.

This much seems fine, i have created two screens (one for test case details and one for test run) both containing custom fields. The Test Run can be created as an normal issue (by clicking create issue and selecting Test Case Details) and the test- run can be created by clicking Create sub-task when viewing a created test case details issue.

Within each of these types, by default the available workflow actions are "start progress", "resolve issue", close issue". I would like to change this so that the Test case details page has options such as "Accepted", "rejected", "obsolete". and the test run has options "Fail" "Pass" "Not Ran"

I am having diffculty figuring out how i can do this. Any advice is  greatly appreciated.

Teck-En · Answer

Hey RC, you may want to further elaborate on the Test Case Details and Test Run whether they are issue types which mentioned by Justin. If they are the issue types, it should be possible with the use of issue type screen scheme and workflow scheme.

Those schemes allow you to associate different screen and workflow to different issue types.