Configuring workflow schemes

Adding a workflow scheme

1. Log in as a user with the JIRA Administrators global permission.
2. Choose > Issues. Select Workflow Schemes to open the Workflow Schemes page.
     Keyboard shortcut: g + g + start typing workflow schemes
   
3. Click the Add Workflow Scheme button.
4. Enter the Name and Description of the new workflow scheme.
5. Click the Add button. The new workflow scheme is created.
6. Follow the instructions in Configuring workflows for a workflow scheme below.

Configuring workflows for a workflow scheme

If your scheme is associated with a project, follow the instructions in Configuring a workflow scheme associated with a project. Otherwise, follow the instructions in Configuring a workflow scheme outside of a project.

Configuring a workflow scheme associated with a project

To configure the workflow scheme associated with a project:

1. Log in as a user with the JIRA Administrators global permission.
   Choose > Projects.
   Keyboard shortcut: g + g + start typing projects
   
   
2. Select a project from the displayed list.

3. Click Workflows on the left of the Project Summary page. The Workflows page is displayed, indicating the current workflow scheme used by the project.
   

4. Configure the issue types for the workflow scheme as desired.
   This is not the same as editing the workflow (clicking the Edit button in the workflow diagram at the center of your screen). If you do that you will be asked to Publish your draft workflow scheme.

5. At the Publish Workflows screen, click Associate to begin the migration process. Each issue has to be in a valid status. The valid statuses for an issue are defined by its workflow. This means that when changing a workflow, you may need to tell JIRA the status for specific issues after the change.

6. A screen displays that indicates the progress of migrating all the project's issues to the updated scheme's workflows.

7. Click Acknowledge to finish the process. A message displays letting you know that 'your workflows have been published.'

Operation	Instructions
Add a workflow to the scheme	Click Add Workflow and select Choose From Marketplace or Add Existing. Choose from Marketplace lets you import a workflow from the Atlassian Marketplace. For more information, see the section called 'Importing a workflow from Atlassian Marketplace' in Sharing your workflow. Select the desired workflow and issue types.
Edit a workflow	Hover over the desired workflow and click the Edit button. See Configuring Workflow for further instructions. Note: The Edit button only displays if you have edit permission. You can only edit the system workflow if you are viewing it in JIRA's default workflow scheme.
Remove a workflow from the scheme	Click the cog icon for the desired workflow and select Remove this workflow.
Change the issue types associated with a workflow	1. Click the Assign link 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 the View as Text link.
Change the workflow scheme associated with the project	Click the Switch Scheme button next to the scheme name. See Activating workflow for further instructions.

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.

Before you begin:

• If your workflow scheme is associated with a project, you may want to follow the instructions above instead. When a workflow scheme is used by more than one project, you must use this configuration method.
• When a worklfow scheme is active, it creates a draft workflow scheme when you edit it.

To configure the workflow scheme that is not associated with a project:

1. Log in as a user with JIRA Administrators global permission.
   Choose > Issues. Select Workflow Schemes to open the Workflow Schemes page.
   Keyboard shortcut: g + g + start typing workflow schemes
   

2. Click the Edit link under the Operations column for the desired workflow.

3. Edit your workflow scheme as described in the table below.

4. If your workflow is active, you need to publish it to make your changes active.

Editing, copying, and deleting workflow schemes

1. Log in as a user with the JIRA Administrators global permission.

2. Choose > Issues. Select Workflow Schemes to open the Workflow Schemes page.
   Keyboard shortcut: g + g + start typing workflow schemes
   
   

   Operation	Instructions
   Edit the name and description of a workflow scheme	Click the Edit link. Use inline edit mode – click in the associated field – to update the name and description.
   Copy a workflow scheme	Click the Copy link. A copy of the workflow scheme is created with the prefix "Copy of (name of current workflow)" and placed in the inactive workflow schemes.
   Delete a workflow scheme	Click the Delete link and confirm the deletion. You cannot delete an active workflow scheme. You must first disassociate it from all projects.