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Comment: Add Vera Constraints link


Note

Incorrectly editing VERA Vera policy files can cause the system to become unresponsive or to fail. If you are unsure or need guidance, please reach out to Tx3 Services Tricentis Support before making changes to the policy files.

In order to add additional approval routes or to change the existing approval routes in VERAVera, you must edit the Approval Policy file on the VERA Server. Follow the instructions below to add addition all new approval routes to VERA ( or update existing routes):

Add a New Approval Group to VERA

  1. Access See Managing Policy Files to access the Approval Policy .json file in the Policies directory of the VERA Server Installation Directory.file that needs to be updated
  2. Edit the file and find the Approval Groups element near the top of the file:
  3. Add the Approval Group to the list. Be sure to enclose the name of the group in plain double quotes and use a comma to separate it from other groups in the list.

Add a New Approval Route to VERA

  1. Access See Managing Policy Files to access the Approval Policy .json file in the Policies directory of the VERA Server Installation Directory.file that needs to be updated
  2. Edit the file and find the Route Templates section:
  3. Add a new Route Template by copying one of the existing templates or creating your own. The route template must include the following elements and be valid JSON: Name, Rank, Record Types, and Levels. The template can also include a Constraints section, if needed.

    Code Block
    languageyml
    titleExample Route Template
    {
        "Name": "Dry Run qTest Test Case Approval",
        "Rank": "1",
        "Record Types": [ "qTest Test Case" ],
        "Levels": [
            {
                "Name": "Level 1",
                "Approvers": [ "Digital Tester Reviewer" ]
            }
        ],
        "Constraints": [
            {
                "Type": "Field Is One Of",
                "Name": "Project Name for Approval",
                "Values": ["Project Name"]						
            },
            {
                "Type": "Field Is One Of",
                "Name": "Test Level",
                "Values": ["Dry Run"]
            }
        ]
    },


    1. Name: Can be any string. This will be displayed in the Approval Route field in the target system and in VERA.
    2. Rank: Any integer from 1 to 9999. This is used to determine which route template to choose if a record matches more than one. The lower the number, the higher the rank (1 = highest).
    3. Record Types: A list of valid record types. These must match the record types defined in the Records Management Policy .json file.
    4. Levels: A list of approval levels. Each level consists of a name and a list of approvers. The approvers must be from the list of approval groups defined above in the Approval Groups element at the top of the file.
    5. Constraints: An optional element where constraints are defined that help match records with the appropriate route template. A list of commonly used constraints can be found here: https://github.com/Tx3-Services/VERA-Configuration-Cookbook/wiki/Index-of-Supported-VERA-at Vera Constraints

      Note

      Field constraints must match the field labels in qTest or Jira exactly and should be defined in the Records Management Policy.


Deploy the Approval Policy

see Managing Policy Files


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