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Advanced

The project-level Settings → Advanced page holds per-project toggles for opinionated workflow and result-governance features. New toggles appear here as they're introduced.

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Only system administrators and project administrators can open this page. There are no destructive actions on this page — it does not delete or archive the project.

How to access​

  1. Open the project and expand Settings in the project menu.
  2. Select Advanced.

Settings​

Each toggle saves immediately. The project code (when shown) and the result edit window each have their own Save button.

Project code​

Appears only when the Record Keys feature is enabled system-wide. It sets this project's short code — the prefix used in cosmetic record keys such as PROJECT-TC-1234.

  • Enter 2–10 uppercase letters (no digits). The field suggests a code derived from the project name, which you can accept with one click or replace.
  • As you type, an example key is previewed and the code is checked live against other projects; codes are unique across the instance, so one already in use is rejected before you save.
  • Leave it blank to keep showing plain numeric IDs for this project.

See Record Keys for how keys are formatted and where they appear.

Enable review workflow​

When enabled, transitions into workflow states that require review are gated by an approved review request. Testers see a Request Review button; reviewers receive notifications and act from the Reviews inbox.

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If the review feature is turned off system-wide (under Administration → Workflows), this project preference is saved but nothing is gated until an administrator enables the feature globally. A warning appears when that's the case.

Enable requirements​

When enabled, a Requirements area is added to the project for building a tree of what the system should do and linking test cases to requirements for coverage. Off by default.

This toggle alone shows an empty tree you can author in directly; tracker-synced requirements additionally need requirement types classified on the Issue Integrations page. See Requirements for the full two-step enablement.

Require justification on result flip​

When enabled, recording a result that flips a completed outcome (for example Passed → Failed) requires Result Details explaining the change.

Require a linked issue on failure​

When enabled, recording a failure result requires at least one linked issue.

This setting is unavailable (and shown off) when the project has no active issue integration — without one, results can't link an issue. Assign an issue integration to enable it.

Exclude draft cases from test runs​

When enabled, test cases in a Not Started workflow state are hidden from the Add Cases picker and can't be added to a run. If an existing case is reverted to Not Started (for example by a Review & Approval rejection), it's removed from any open run — unless it already has a recorded result, in which case it stays in the run but becomes read-only.

Lock run composition when execution starts​

When enabled, a test run's case composition is automatically locked the moment the run moves into an In Progress workflow state. A locked run's case set is frozen — no adding, removing, or reordering cases — while assigning and executing cases continue to work. See Composition lock for how the lock behaves and who can unlock it.

This is off by default; existing projects are unaffected on upgrade. Even with the toggle off, a run's composition can still be locked manually from the run itself.

Result edit window​

Controls how long after a result is recorded it can still be edited in place. After the window closes, corrections require a new attempt. System administrators can always edit. Choose one of:

  • Inherit system default — use the system-wide policy.
  • Disable editing for this project — results lock immediately after they're recorded.
  • Custom window — enter a number of minutes (capped to the system maximum), then Save.
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The available range is bounded by the system-wide Edit Results Duration in Application Configuration. If editing is disabled system-wide, this control is replaced by a notice and can't be overridden upward.