Defect Tracking—create new or edit existing configuration

2 minute read

Use this page to define a new defect tracking configuration or modify an existing defect tracking configuration. A configuration is a collection of properties that define how CloudBees Flow communicates with a particular defect tracking system.

After creating a defect tracking configuration, your entry will appear in the table on the Defect Tracking Configurations web page— to see this web page, select the Administration > Defect Tracking tabs.

To create a defect tracking configuration

From the Defect Tracking Type drop-down menu, select your defect tracking system—CloudBees Flow integrates with numerous defect tracking systems. Each integration was created using plugin technology.

Click the Submit button and a set of fields is displayed to enter information to create your configuration.

Enter information into the fields as follows:

Field Name Description

Configuration Name

Enter a unique name for this defect tracking configuration—any name you choose.

Description

(Optional) Plain text or HTML description for this object. If using HTML, you must surround your text with <html> …​ </html> tags. Allowable HTML tags are <a>, <b>, <br>, <div>, <dl>, <font>, <i>, <li>, <ol>, <p>, <pre>, <span>, <style>, <table>, <tc>, <td>, <th>, <tr>, and <ul>.

For example, the following HTML:

<p> <span style="font-family: Arial;"> <i>Note:</i> For more information about the <b>abc</b> object, see <a href="https://www.google.com/">\https://www.google.com</a>. </span> </p>

renders as follows:

_Note:_ For more information about the *abc* object, see \https://www.google.com.

Login As

  • User Name —This is the name CloudBees Flow needs to use to communicate with your defect tracking system. For example, you may be using a special "read-only" user name similar to "Build" for your user name.

  • Password —This is the password for the specified User Name.

  • Retype Password —Type the password again.

  • URL —This is the URL to use to connect to a JIRA server. For example, you might use something similar to: https://10.10.10.10:8080 or https://yourJIRAserver

Click Submit to save your information.

Using the defect tracking integration

  • Go to Projects > select a project > select a procedure.

  • To create a New Step for defect tracking, select the Plugin link.

  • In the Choose Step panel, select Defect Tracking from the left pane, then select the defect tracking system you configured.

    The right-pane now shows the types of steps available for your configuration.

  • Select the step you need and automatically go to the New Step page.

    On the New Step page, notice the Subprocedure section now contains the defect tracking integration you configured and the step you chose.

  • Enter the remaining information to create your defect tracking step.

See the Defect Tracking Help topic for more information.

To edit an existing defect tracking configuration

Modify any of your defect tracking configuration information by "typing-over" any previously entered information. Click Submit to save your modified defect tracking information.