Configure workflow schemes
A workflow scheme defines a set of associations – or mappings – between a workflow and a work type. As a Jira administrator, you can associate work types with different workflows within a workflow schemes and then share this association with multiple projects.
Add a workflow scheme
Select Settings, then Work items.
Under WORKFLOWS, select Workflow Schemes.
Select Add Workflow Scheme.
Enter the name and description of the new workflow scheme.
Select Add to create the new workflow scheme.
Configure 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 project. Keep in mind that changing a shared workflow scheme will affect all projects using that scheme.
Default workflow schemes cannot be configured. To change these schemes, you can create a copy or associate your projects with a different scheme.
Configure a workflow scheme associated with a project
Select Settings, then Projects.
Go to the relevant project.
Next to your project's name in the sidebar, select More actions (•••), then Project settings.
Select Workflows to configure your project's workflow scheme as needed.
When you're ready to publish your workflow, select Associate to begin the migration process.
Select Acknowledge and you're done.
What do you want to do? | Steps |
|---|---|
Add a workflow to the scheme | 1. Select Add Workflow, and select Import From Bundle or Add Existing. |
Edit a workflow | Hover over the desired workflow and select Edit. See Working with workflows for further instructions. Note that you must have the edit workflow permission. |
Remove a workflow from the scheme | Select the cross icon under Operations to remove the workflow from the scheme. |
Change the work types associated with a workflow | 1. Select Assign under Work Types for the desired workflow. |
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 | Select Switch Scheme next to the scheme name. See Managing your workflows for further instructions. |
Configure 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.
Select Settings, then Work items.
Under WORKFLOWS, select Workflow Schemes.
Select Edit for the relevant workflow.
Edit your workflow scheme as needed.
Publish your draft to make your changes active.
What do you want to do? | Steps |
|---|---|
Add a workflow to the scheme | 1. Select Add Workflow, and select Import From Bundle or Add Existing. |
Remove a workflow from the scheme | Select Remove in the Operations column. |
Change the work types associated with a workflow | 1. Select Assign under Work Types for the desired workflow. |
View a representation of a workflow | Select either the text or diagram link next to the workflow name. |
Remove a work type from the scheme | Select the x next to the name of the work type to remove it. |
Edit, copy, and delete workflow schemes
Select Settings, then Work items.
Under WORKFLOWS, select Workflow Schemes.
Check out the following options:
What do you want to do? | Steps |
|---|---|
Edit the name and description of a workflow scheme | Select Edit. Use inline edit mode – click in the associated field – to update the name and description. |
Copy a workflow scheme | Select 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 | Select Delete and confirm the deletion. You cannot delete an active workflow scheme. You must first disassociate it from all projects. |
Associate 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.
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