Zephyr Squad With Next Gen Projects

Applies to Zephyr Squad Cloud, last modified on June 16, 2021

When using Next Gen projects with Zephyr Squad, you must enable Zephyr Squad for individual projects. To enable Zephyr Squad in a Next Gen project, you must set up a Test issue type. This is important, as the Test issue type is used throughout Zephyr Squad. The Zephyr Squad menu will not be interact-able until the Test issue type is created and enabled.

On the Zephyr Test issue type page, you can change the issue type for Zephyr or disable Zephyr Squad in this project.

Create the “Test” issue type

  1. Navigate to your project settings for your Next Gen project.

    The settings of the Next Gen project

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  2. Click the Issue types page.

    The Issue Types page of the Next Gen project

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  3. Click the Add issue type button.

    Creating a new issue

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  4. Click Create issue type.

    Creating a new issue type

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  5. Enter “Test” as the name of the issue type. You can add a description if you want and change the icon to whatever you want. Afterwards, click the Create button and the issue type will be created.

    Note: We recommend using the Zephyr Squad icon as it allows you to easily distinguish a test.
    The Zephyr icon

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Enable Zephyr Squad in a project

  1. Navigate to the Enable Zephyr Squad page for an individual project by just clicking on the Zephyr Squad menu in your project.

    The Enable Zephyr for Jira page

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  2. Create a Zephyr Squad Test Issue Type. This can be done in the project settings.

    See the above section to learn how to create an Test issue type.

  3. Select an issue type to map using the drop-down list provided.

    Selecting the Jira type

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  4. Click Enable to enable Zephyr Squad using the Test issue type.

    You can now interact with Zephyr when the Zephyr Squad Test Issue Type is created and mapped:

    A Created Zephyr Test Issue

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Change the Test issue type

  1. Navigate to the Next-gen Configuration page: Project settings > Apps > Next-gen Configuration.

    The Next-gen Configuration page

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  2. Click the Change button.

    Changing the issue type

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  3. Use the drop-down provided to select another issue type that will be mapped to the Zephyr Test issue type.

    • You can migrate the pre-existing data for the original issue type to the new one selected by selecting the check box provided.

    • If you do not migrate, the pre-existing data for the original issue type will be deleted forever:

    Changing the issue type

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  4. Afterwards, click the Change button:

    Changing the issue type

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Disable Zephyr Squad in a project

  1. Navigate to the Next-gen Configuration page: Project settings > Apps > Next-gen Configuration.

    The Next-gen Configuration page

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  2. Click the Disable Zephyr Squad in Project XXX button.

    Disabling Zephyr for Jira

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  3. Select whether you want to delete or retain the data when disabling Zephyr Squad.

    • If you select delete forever, the data will be completely removed and cannot be recovered.

    • If you select the option to keep the data, the next time you enable Zephyr Squad, the pre-existing data will be associated with the Test issue type mapped.

    The Disable options

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  4. After selecting, click the Disable button.

    • The Zephyr menu cannot be accessed after disabling.

    • If there was Zephyr Squad data that was kept (saved) from a previous use of Zephyr Squad within the project after disabling it, there will be a notification that will allow users to learn that there is pre-existing data associated with the Test issue type:

    The Disable button

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See Also

UI Overview
Terms and Concepts

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