Yest workflow creation in Jira

This document describes the needed steps of the creation of your first Yest Workflow in Jira.

Prerequisites to do this exercise

  1. You have the Yest for Jira app installed in your Jira instance.

  2. You have access to a project configured for Yest. In other words, you must be able to create an issue type ‘YestWorkflow.

To learn more about the installation & configuration of the Yest for Jira app, please visit this link.

Training task

Objective: create a test campaign for an ERP that manages the leave requests of a company’s employees.

Subject: Employees must submit their Leave Requests to the HR department through the ERP.

Company’s employees have 2 employment contract types: short-term contract or long-term contract.

When submitting their Leave Request, employees must state the leave type to be chosen between « unpaid leave » or « paid leave ».
The request for leave, to be valid, must be made on time. If the notice period is not met, the request for leave is automatically refused. The HR department can accept or reject the employee's request for leave on grounds related to the characteristics of the leave.

Particular case: short-term contract employees cannot have unpaid leaves

Introduction to the workflow elements





Start Point

The start point is the first element of the workflow.

optional and unique naming

Only one start point is allowed


The task describes the actions and cases to be tested.

  • mandatory and unique naming

  • resizable


Sub workflow

The sub-workflow allows structuring the main workflow by referencing another workflow.

  • mandatory and unique naming

  • resizable

Choice point

The choice point allows the definition of alternative paths through the workflow.

optional and unique naming

End point

The end point represents the final state of the workflow.

optional and unique naming


The group allows visual gathering of several elements.

Keep the key ALT pressed to select elements inside a group

  • mandatory and unique naming

  • resizable


The connector is used to connect the elements of the workflow.

optional naming


The annotation, attached to workflow element, allows to display any text.
Thus it is a way to add precisions, comments, remarks...

The annotation is always attached to an element and cannot exist independently.

Business workflow creation steps

  1. Create an issue typed Yest Workflow.

Jira Server

Jira Cloud

Jira Server

Jira Cloud



While creating an issue Yest Workflow, the Yest for Jira app adds an attachment named workflow.yest. This attachment stores the content of the Yest workflow. Thus, the modification of the Yest workflow requires the replacement of this attachment.

For this reason, please do not delete this attachment.

2. Edit the Yest workflow by clicking on the pencil button.

Description of the highlighted items

Description of the highlighted items


Drag & drop available elements to insert them into the workflow’s diagram.


These three buttons allow you to manage the workflow diagram’s zoom. The last button reset the zoom and center the diagram.


The connector appears on hover over an element of the workflow (except the groups and end points).

The following actions are available:

  • Drag & drop the connector to an existing element

  • Drag & drop the connector into empty space: a new task will be created.

  • Click on the connector: a new task will be created.

You can edit an element by right-clicking on it.


The annotation appears on hover over a diagram’s element (except groups). You can add an annotation by drag & dropping it.

Shift+Enter to add line breaks in an annotation.


You can go to the app’s documentation via help button.


You must can give us feedback via this button.


The comment entered in this field will be added in the issue’s comments after saving.

Some tips

  • Right-click to access the actions available on an element.

    • Rename - F2/Enter

    • Delete - Delete

    • Cut - Ctrl+X

    • Copy - Ctrl+C

    • Change the type of the element

    • Change the color

  • Right-click on an empty space to access the following actions:

    • Undo - Ctrl+Z

    • Redo - Ctrl+Y

    • Select all nodes - Ctrl+Shift+I

    • Select all connectors - Ctrl+Shift+E

    • Select all - Ctrl+A

3. Create the Yest workflow corresponding to the subject and save it.


Automated generation of tests and scripts

For automated test case generation, automated test script generation and test data creation, you need Yest Desktop.

  • If you already have an installed Yest instance, you can contact your Yest support for more details.

  • If you are not yet a Yest desktop user, you can check the features offered by Yest Desktop and contact us.