Here’s the complete solution pattern we’ve implemented across multiple CAB workflows:
1. Change Request Linking Model:
Use a dedicated link type “implements” from Story/Bug → CR (not generic “relates to”). This makes JQL filtering cleaner and automation scoping precise.
2. Test Execution Association:
Maintain Test Status field on Stories (values: Not Started, In Progress, Passed, Failed, Blocked). This field must be mandatory when Story moves to Testing or Done status to ensure data quality.
3. Automation-Based Status Roll-Up:
Create a custom single-select field on CR: “Test Readiness” (values: Not Started, In Progress, Ready, Blocked).
// Scheduled automation (every 30 min):
FOR each CR in status "Pending Approval":
linked_stories = CR.issuelinks[type="implements"]
IF any story.testStatus == "Failed" OR "Blocked":
CR.testReadiness = "Blocked"
ELSE IF all stories.testStatus == "Passed":
CR.testReadiness = "Ready"
Add a real-time rule: when any Story’s Test Status → Failed, immediately update linked CR to “Blocked” and notify CAB lead.
4. Dashboard Gadgets Configuration:
Use Filter Results gadget with JQL: project = CAB AND status = "Pending Approval" ORDER BY testReadiness ASC. Configure columns to show: CR Key, Summary, Test Readiness, Linked Issues Count. Add a Two Dimensional Filter Statistics gadget showing Test Readiness distribution.
5. Process Training:
Document the linking standard in your change management procedure. Train teams: every Story/Bug implementing a CR must use “implements” link type and maintain Test Status. Add a dashboard gadget showing CRs with unlinked or untested Stories to catch process violations.
Bonus tip: Create a board for CAB review with columns mapped to Test Readiness values. The CAB can visually swim-lane CRs and quickly approve those in the “Ready” column. We also use color-coded labels (green/yellow/red) for at-a-glance status during meetings.
This pattern has reduced our CAB meeting time by 40% because all test evidence is pre-aggregated and visible in a single dashboard. The key is enforcing the linking discipline and making Test Status a required field.