Activating Workflow

Creating a workflow scheme

To create a workflow scheme:

1. Log in as a user with the JIRA Administrators global permission.
2. Select Administration > Issues > Workflows > Workflow Schemes (tab) to open the Workflow Schemes page, which shows a list of all existing workflow schemes in your system.
   Keyboard shortcut: g + g + start typing workflow schemes
3. Click the Add Workflow Scheme link. The Add Workflow Scheme page is displayed.
4. Type a Name and (optionally) a short Description for the new workflow scheme.
5. Click the Add button. The Edit Workflows for <name of your workflow scheme> page is displayed, showing your newly-created scheme.
6. Click the Assign a workflow link. The Add Workflow To Scheme  page is displayed.
   1. In the Issue Type dropdown list, select an issue type that is relevant to your workflow.
      You can also select All Unassigned Issue Types to associate your workflow with all issue types that do not have a specific association in this workflow scheme.
   2. In the Workflow dropdown list, select the name of your new workflow.
   3. Click the Add button.
7. Repeat the previous step until your new workflow has been associated with all the relevant issue types.
   You can choose different workflows for some issue types if you wish.

Once a workflow scheme is fully defined, you need to associate it with one or more projects (see below) so that the scheme's workflows are actually used by your JIRA system.

Associating a workflow scheme with a project

To associate a workflow scheme with a project:

1. Log in as a user with the JIRA Administrators global permission.
2. Select Administration > Projects and from the dropdown menu, select the name of the project of interest. The Project Summary page is displayed.
   Keyboard shortcut: g + g + start typing projects
3. On the left of the Project Summary page, click the Workflows tab (or in the Workflows section, click either the name of the current workflow scheme or the More link). The Workflows page is displayed, indicating the current workflow scheme used by the project.
   Screenshot: The project's 'Workflows' page
   
4. Click the Actions dropdown menu and choose Select a scheme (or Use a different scheme). The Associate Workflow Scheme to Project page is displayed.
5. Select the relevant workflow scheme from the Scheme list and click the Associate button.
6. Follow the wizard, which will guide you through migrating all the project's issues to the new scheme's workflows.

Please Note:

• You can associate a single workflow scheme with more than one project.
• Be aware that the issue type scheme associated with a project defines what issue types are available to that project. Hence, if an issue type (defined in the same project's workflow scheme) is not defined in the project's issue type scheme, then that issue type's workflow will not be used. Of course, this situation will change if that issue type is subsequently added to the project's issue type scheme.

Editing a Workflow Scheme

To edit a workflow scheme, i.e. to change which workflows are associated with which issue types:

1. Select Administration > Issues > Workflows > Workflow Schemes (tab) to open the Workflow Schemes page, which shows a list of all existing workflow schemes in your system.
   Keyboard shortcut: g + g + start typing workflow schemes
2. Either click the name of the workflow scheme of interest or under the Operations column, click the Workflows link associated with the workflow scheme of interest. The Edit Workflows page is displayed.
3. On the Edit Workflows  page, you can:
   • Associate a workflow with an issue type by clicking the 'Assign a workflow  to an issue type for this scheme' link.
     • Upon doing so, the Add Workflow to Scheme page is displayed. From this page, select the Issue Type and Workflow that you want to associate together and click the Add button.
   • Dissociate a workflow from an issue type by clicking the Delete link associated with the issue type and its workflow.

It is not possible to edit an active workflow scheme. An active workflow scheme is one that is currently associated with one or more projects. Instead:

• Copy the active workflow.
• Edit this (inactive) copy of the workflow.
• Associate all the relevant projects with the new copy.

Disassociating a Workflow Scheme from a Project

To disassociate a workflow scheme from a project, i.e. associate the project with JIRA's default workflow scheme:

1. Log in as a user with the JIRA Administrators global permission.
2. Select Administration > Projects and from the dropdown menu, select the name of the project of interest. The Project Summary page is displayed.
   Keyboard shortcut: g + g + start typing projects
3. On the left of the Project Summary page, click the Workflows tab (or in the Workflows section, click either the name of the current workflow scheme or the More link). The Workflows page is displayed, indicating the current workflow scheme used by the project.
   Screenshot: The project's 'Workflows' page
   
4. Click the Actions dropdown menu and choose Use a different scheme. The Associate Workflow Scheme to Project page is displayed.
5. Select the Default workflow scheme from the Scheme list and click the Associate button.
6. Follow the wizard, which will guide you through migrating all of the project's issues to the default workflow.

All projects that do not have an associated workflow scheme use JIRA's default workflow.