The set of fields you populate when creating a defect differs depending on the issue tracking system you use. To learn how to create a defect in Zephyr, select the issue tracking system used in your project:

Jira integrated with Zephyr

Zephyr built-in issue tracking system

Jira integrated with Zephyr

To create a new defect:

1. Click Defect Tracking in the pane on the left, and then click Create Defect in the top-right corner of the Defect Tracking window: 

Open

2. In the subsequent dialog, select the project you want to create a defect for from the drop-down menu, select an issue type, and click Next: 

Open

3. In the resulting window, populate all the required fields (the ones marked with a red asterisk) and specify any relevant information in the other fields, if needed: 

Required fields:

4. After populating the fields, click Create.

5. Zephyr will show the Update Defect window (see below) where you can check the information you have specified, enter additional values, and attach files to your issue: 

6. Click Update to complete the issue creation. Once done, you will be able to find the issue in Jira.

Create a defect from the Test Execution page 

You can also create defects during test execution. It’s possible to do that only when the status of your test is Fail. In this case, Zephyr shows the [D] icon in the Defect column of the failed test. Click it to link an existing defect to the test execution, or to create and link a new defect:

When creating a defect from the Test Execution page, you can also copy the steps of the failed test to the defect’s Description field. To do that, open the Copy Steps dropdown on the right and choose either As plain text or As wiki markup – Zephyr will automatically copy all the steps in the chosen format: 

The Update Defect window

The window shows the same values your issue has in Jira, including the values of the Sprint, Epic Link, Linked Issues, and Team fields:

If you update the values in Jira, you may not see them in Zephyr immediately, as the latter shows cached data. Zephyr updates the data every two hours, unless the administrator clears the cache on the Administration > Defect Admin page:

So, if, for example, a new Sprint value has been specified in Jira and you don’t see it in Zephyr, you may ask the administrator to clear the cache for the Jira fields. 

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Zephyr built-in issue tracking system

To create a new defect: 

1. Click Defect Tracking in the pane on the left, and then click Create Defect in the top-right corner of the Defect Tracking window:

2. In the subsequent dialog, populate all the required fields (the ones marked with a red asterisk) and specify any relevant information in the other fields, if needed: 

Required fields: 

3. After populating all the required fields, click Create. The Update Defect dialog will open: 

4. In the dialog, you can check the information you have specified, update some values, and attach files to your defect. Once done, click Update to apply the changes. The newly created defect will appear at the bottom of the page: 

Create a defect from the Test Execution page

You can also create defects during test execution. It’s possible to do that only when the status of your test is Fail. In this case, Zephyr shows the [D] icon in the Defect column of the failed test. Click it to link an existing defect to the test execution, or to create and link a new defect: 

When creating a defect from the Test Execution page, you can also copy the steps of the failed test to the defect’s Description field. To do that, open the Copy Steps dropdown on the right and choose either As plain text or As wiki markup – Zephyr will automatically copy all the steps in the chosen format: 

See Also

Jira Integration
Searching for Defects
Editing Defects
Creating Sub-Tasks
Exporting Defects