Classic mode workflow designer
If you are using the latest version of JIRA, there is a newer version of the workflow designer. Go here for details. For the Classic mode workflow designer, see the information on this page.
The illustration below shows the main features of the Classic mode workflow designer, which are discussed on this page.
Usage notes
- The Statuses and Global Transitions panels are expandable. If these panels are not visible (i.e. collapsed), expand them by clicking the vertical bar (containing a small arrow mid-way along the bar) on the left-hand edge of the workflow design area.
- Keyboard shortcuts are not available.
Using the main toolbar
The main toolbar lets you visually arrange your workflow's steps/statuses and transitions on the workflow design area. For more on working with transitions, go here.
Button | Description |
---|---|
Select Tool | |
Create Transition — Straight Line | |
Create Transition — Polygonal Line | |
Create Transition — Bezier Line | |
Create Annotation | |
Zoom In | |
Zoom Out | |
Save Snapshot Image | |
Toggle Transition Labels |
Using the Statuses panel
The Statuses panel lists all available JIRA statuses that have not already been associated with a step on the workflow design area. It also provides tools for adding new statuses or editing existing ones.
Button | Description |
---|---|
Refresh List | |
Add New Status | |
Status Editor |
You can use the Statuses panel to add a step to your workflow.
Using the Global Transitions panel
The Global Transitions panel lists all global transitions used in your workflow. A global transition is one in which the destination step of the transition has all other steps in the workflow as incoming steps, but only requires you to edit or update this transition in one place.
Note:
- Global Transitions are similar to – but not the same as – common transitions.
To avoid clutter, global transitions do not appear on the workflow design area. Instead, they display in the Global Transitions panel as well as every step of your workflow in Text edit mode. - Global Transitions can only be edited/deleted in Diagram mode. They cannot be configured in Text mode.
The Global Transitions panel also provides tools for adding new global transitions, as well as editing or deleting existing ones.
Button | Description |
---|---|
Add New Transition | |
Edit Selected Transition | |
Delete Selected Transition |
Editing or deleting annotations
Once you have added an annotation using the Create Annotation tool (above), you can do the following:
- To resize an annotation, drag the edges or corners of the sticky note.
- To edit the text inside an annotation, click inside the annotation and begin modifying the text.
- To remove an annotation, click the X at the top-right of the sticky note.