Configuring workflow schemes
Adding a workflow scheme
- Select
> Issues. - Under WORKFLOWS, click Workflow Schemes.
- Click Add Workflow Scheme.
- Enter the name and description of the new workflow scheme.
- 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 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.
Configuring a workflow scheme associated with a project
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- Go to your project and click Project settings.
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. - When you're ready to publish your workflow, click Associate to begin the migration process.
- 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.
- Select > Issues.
- Under WORKFLOWS, click Workflow Schemes.
Click Edit for the relevant workflow.
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. Publish your draft to make your changes active.
Editing, copying, and deleting workflow schemes
- Select > Issues.
- Under WORKFLOWS, click Workflow Schemes.
- 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.