Configuring workflow schemes

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A workflow scheme defines a set of associations – or mappings – between a workflow and an issue type. As a Jira administrator, you can associate issue types with different workflows within a workflow schemes and then share this association with multiple projects.

On this page:

Adding a workflow scheme

  1. Select the Jira icon (, or ) > Settings > Issues.
  2. Click Workflow SchemesAdd Workflow Scheme.
  3. Enter the name and description of the new workflow scheme.
  4. Click Add to create the new workflow scheme. 

Configuring workflows for a workflow scheme

If your scheme is already associated with a single project, follow the instructions in Configuring a workflow scheme associated with a project. If you want to configure a workflow scheme shared by multiple projects, skip to Configuring a workflow scheme outside of a projectKeep in mind that changing a shared workflow scheme will affect all projects using that scheme. 

Note that default workflow schemes cannot be configured. To change these schemes, you can create a copy or associate your projects with a different scheme.

Configuring a workflow scheme associated with a project

 

  1. Choose the Jira icon (, or ) > Projects.
  2. Click Workflows to configure your project's workflow scheme as needed: 

    What do you want to do? Steps
    Add a workflow to the scheme

    1. Click Add Workflow, and select Import From Bundle or Add Existing.
    2. Select the desired workflow and issue types.

    Edit a workflow

    Hover over the desired workflow and click Edit. See Working with workflows for further instructions. Note that you must have the edit workflow permission.

    Remove a workflow from the scheme Click the cross icon under Operations to remove the workflow from the scheme.
    Change the issue types associated with a workflow 1. Click Assign under Issue Types for the desired workflow.
    2. Select the desired issue types in the dialog that appears.
    3. Click Finish.
    View the text-based representation of a workflow Hover over the desired workflow, and click View as Text
    Change the workflow scheme associated with the project Click Switch Scheme next to the scheme name. See Managing your workflows for further instructions.
  3. When you're ready to publish your workflow, click Associate to begin the migration process. 
  4. Click Acknowledge and you're done. 

Configuring a workflow scheme outside of a project

You can use this procedure to edit any workflow scheme in the system, including those shared by multiple projects. The workflow scheme can be either active or inactive. Note that editing active workflow schemes will automatically create a draft so you don't impact existing project work. 

  1. Select the Jira icon (, or ) > Settings > Issues. 
  2. Click Workflow Schemes and then Edit for the relevant workflow. 

  3. Edit your workflow scheme as needed:

    What do you want to do? Steps
    Add a workflow to the scheme

    1. Click Add Workflow, and select Import From Bundle or Add Existing.
    2. Select the desired workflow and issue types.

    Remove a workflow from the scheme Click Remove in the Operations column.
    Change the issue types associated with a workflow 1. Click Assign under Issue Types for the desired workflow.
    2. Select the desired issue types.
    3. Click Finish.
    View a representation of a workflow Click either the text or diagram link next to the workflow name.
    Remove an issue type from the scheme Click the x next to the name of the issue type to remove it.
  4. Publish your draft to make your changes active. 

Editing, copying, and deleting workflow schemes

  1. Select the Jira icon (, or ) > Settings > Issues.
  2. Click Workflow Schemes and check out the following options: 

    What do you want to do? Steps
    Edit the name and description of a workflow scheme Click Edit. Use inline edit mode – click in the associated field – to update the name and description.
    Copy a workflow scheme Click Copy to create a workflow scheme with the prefix "Copy of (name of current workflow)" and placed in the inactive workflow schemes.
    Delete a workflow scheme

    Click Delete and confirm the deletion. You cannot delete an active workflow scheme. You must first disassociate it from all projects.

Associating workflow schemes with a project

Check out Managing your workflows for more information about enabling your workflow configuration by associating a scheme with a project. 

Last modified on Sep 12, 2017

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