Configure qTest defect approval

Before you can approve qTest defects with Vera, you need to update two policy files: the Records Management Policy (RMP) and the Approval Policy. The RMP tells Vera that qTest defects exist as a record type. The Approval Policy defines who needs to approve them and in what order.

This topic walks you through both configurations. After you're done here, enable the defect approval integration in qTest to start routing defects for approval.

Add the qTest defect record type

Add a qTest Defect record type to your RMP. This record type must use the system qTest and the item type defect.

To add the record type, follow these steps:

1. Access the administration area.

2. Go to Policy Management. Then, select and download the RMP file you want to modify.

3. Open the policy file in a text editor and add the following record type:

   Copy

                 {
                   "Name": "qTest Defect",
                   "Definitions": [
                       {
                           "Systems": [
                               "qTest"
                           ],
                           "Item Types": [
                               "defect"
                           ],
                           "Singular Name": "Defect",
                           "Plural Name": "Defects"
                       }
                   ],
                   "Fields": [
                       {
                           "Order": 200,
                           "Name": "Description",
                           "Is Data": true
                       },
                       {
                           "Order": 300,
                           "Name": "Submitter",
                           "Is Data": true
                       },
                       {
                           "Order": 400,
                           "Name": "Priority",
                           "Is Data": true
                       },
                       {
                           "Order": 500,
                           "Name": "Severity",
                           "Is Data": true
                       },
                       {
                           "Order": 600,
                           "Name": "Assigned To",
                           "Is Data": true
                       },
                       {
                           "Order": 900,
                           "Name": "Root Cause",
                           "Is Data": true
                       },
                       {
                           "Order": 350,
                           "Name": "Submitted Date",
                           "Is Data": true,
                           "Format": "Date"
                       },
                       {
                           "Order": 250,
                           "Name": "Type",
                           "Is Data": true
                       },
                       {
                           "Order": 800,
                           "Name": "Reason",
                           "Is Data": true
                       },
                       {
                           "Order": 1000,
                           "Name": "Project ID",
                           "Is Data": true
                       },
                       {
                           "Order": 1100,
                           "Name": "Project Name",
                           "Is Data": true
                       },
                       {
                           "Order": 260,
                           "Name": "Category",
                           "Is Data": true
                       },
                       {
                           "Order": 410,
                           "Name": "Affected Release/Build",
                           "Is Data": true
                       },
                       {
                           "Order": 420,
                           "Name": "Fixed Release/Build",
                           "Is Data": true
                       },
                       {
                           "Order": 430,
                           "Name": "Environment",
                           "Is Data": true
                       }
                   ],
                   "Default Route Template": null,
                   "Allow Verify Signatures": true,
                   "Author": {
                       "Source": "Route Owner"
                   }
               }

4. Save your changes, then upload the policy as a new policy or a policy revision.

Add a route template for qTest defects

Now add a route template for the qTest Defect record type in the Approval Policy. The route template defines the approval levels and which roles need to sign off.

To add the route template, follow these steps:

1. Go to Policy Management and download the Approval Policy file.

2. Open the policy file in a text editor and add the following route template:

   Copy

   {
                   "Name": "Default Defect Route",
                   "Rank": "1",
                   "Record Types": [
                       "qTest Defect"
                   ],
                   "Levels": [
                       {
                           "Name": "Level 1",
                           "Approvers": [
                               "Business",
                               "Technical"
                           ]
                       },
                       {
                           "Name": "Level 2",
                           "Approvers": [
                               "Quality"
                           ]
                       }
                   ],
                   "Constraints": [],
                   "Prevent Author Approval": false,
                   "Signatures Required": "true",
                   "Allow Multi Task Approval": null
               }

3. Save your changes, then upload the policy as a new policy or a policy revision.

What's next

Enable the defect approval integration in qTest to start routing defects through Vera workflows. You can also check out qTest Defect Approval for details on routing, approving, and rejecting defects.