Defect Approval in qTest

Caution: This feature is in technical preview. It currently supports only qTest Requirements in this technical preview. There are no controls in qTest Requirement module so workflow editable settings are ignored and routing and approved Requirements can be modified in qTest.

You can enable defect approval workflows in qTest using Vera workflows. This feature lets you route defects for approval while maintaining data integrity through automatic record locking.

Before you start

Add the following custom fields to the qTest Defect for Vera object:

Display name (case sensitive) Control type Searchable Required Default value
VERA ID Test box check uncheck null
Vera Pending Tasks Text box check uncheck null
Vera Approval Status Text box check uncheck null
Vera Actions Rich Text Editor uncheck uncheck null
Vera Approval Route Rich Text Editor check uncheck null
Vera Rejection Reason Rich Text Editor check uncheck null
Revision Number Number check uncheck null

Note: This configuration only works on defects created after the Vera integration is enabled and the fields above have been added to the defect record.

Create a defect

When you create a defect in qTest, Vera automatically sets up approval tracking and links the defect to relevant records. The following actions occur automatically:

  1. Vera creates a corresponding record and links it to associated records and releases.

  2. The VERA ID field populates with a unique identifier.

  3. The Vera Approval Status is set to the default workflow state.

  4. The Vera Actions field displays available state transition buttons based on your current workflow state.

Route a defect for approval

Routing a defect locks it from editing and starts the approval workflow. Approvers receive notifications and can access the defect through their approval queue.

To route a defect for approval, follow these steps:

  1. Open your defect in qTest.

  2. In the Vera Actions field, select the state transition button to start the approval process. Then, select Yes to confirm.

After routing the defect for approval, the following changes occur:

  • The qTest defect becomes locked and can't be modified in the qTest UI.

  • The Vera Pending Tasks field shows the users or groups assigned to approve the defect.

  • The Vera Approval Route field displays the approval tasks and their status.

Complete an approval task

As an approver, you review defects and decide to approve or reject them. You can access approval tasks from qTest or the Vera Web Portal.

To complete an approval task, follow these steps:

  1. Access the approval task:

    • From qTest: Click the approval task link in the Vera Approval Route field.

    • From Web Portal: Go to your Approval Queue and select the defect approval task.

  2. Review the defect details and choose:

    • Approve: Accept the defect and move it to the next stage in the workflow.

    • Reject: Decline the defect and provide a reason in the Vera Rejection Reason field.

  3. Submit to complete the approval task.

Final approval outcomes

When all approvals are complete, approved defects remain locked in their final workflow state. Rejected defects return to an editable state and show the rejection reason in the Vera Rejection Reason field.

Withdraw or cancel approval

You can cancel approval routing to unlock the defect for editing. Use the state transition buttons in the Vera Actions field to cancel the current approval process.

What's next

Configure custom workflows to tailor approval processes to your organization's needs. You can also view record details to track defect approval status and history.