Documentation for JIRA 5.2. Documentation for other versions of JIRA is available too.
If a project's workflows have not yet been edited, it will use JIRA's system workflow 'jira' via JIRA's 'default workflow scheme'. The default workflow scheme:
The instructions on this page describe how to configure a workflow scheme, that is, configure the workflows and issue type-workflow associations in the scheme.
If you want to associate a workflow scheme with a project (part of activating a workflow), see Activating Workflow.
On this page:
Related topics:
If your scheme is associated with a project, follow the instructions in the Configuring a workflow scheme that is associated with a project section below. Otherwise, follow the instructions in Configuring a workflow scheme from the workflow scheme list.
Before you begin:
To configure the workflow scheme associated with a project:
On the left of the Project Summary page, click the Workflows tab (or in the Workflows section, click either the name of the current workflow scheme or the More link). The Workflows page is displayed, indicating the current workflow scheme used by the project (see 'Workflow scheme page (unedited)' screenshot below).
Configure the workflows for the workflow scheme as desired (see the table of operations below). When you make a change to the scheme, a draft will be created (see 'Workflow scheme page (draft)' screenshot below).
Click the Publish button when you have finished making changes.
Follow the wizard, which will guide you through migrating all the project's issues to the updated scheme's workflows.
Screenshot: Workflow scheme page (unedited)
Screenshot: Workflow scheme page (draft)
Operation | Instructions |
---|---|
Add a workflow to the scheme | 1. Click the Add Workflow button. 2. Select the desired workflow and then the desired issue types for the workflow in the dialog that appears. 3. Click Finish. |
Edit a workflow | Hover over the desired workflow and click the Edit button. See Configuring Workflow for further instructions. Note, the Edit button will only display for a workflow if you have permission to edit it. The Edit button will only display for 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. Click any screen name to configure the screen. |
Change the workflow scheme associated with the project | Click the Switch Scheme button next to the scheme name. See Activating Workflow for further instructions. |
Before you begin:
To configure the workflow scheme that is not associated with a project:
Click the Assign link under the Operations column for the desired workflow.
Click the Associate an Issue Type with a Workflow button.
Select the Issue Type and Workflow, and click Assign.
Operation | Instructions |
---|---|
Add a workflow to the scheme | Choose the desired new workflow when selecting the Issue Type and Workflow. The new workflow will be added when it is associated with an issue type. |
Remove a workflow from the scheme | Disassociate all issue types from the desired workflow, by assigning the issue types to another workflow. |
Change the issue types associated with a workflow | Repeat steps 3 to 5 as needed. |
Before you begin:
To edit, copy or delete an existing workflow scheme:
Choose Administration at the top right of your screen. Then choose Issues > Workflows > Workflow Schemes (tab) 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 | 1. Click the Edit link. 2. Update the Name and Description as desired and click Update. |
Copy a workflow scheme | Click the Copy link. A copy of the workflow scheme will be created. The copy will have the name of the old scheme prefixed with "Copy of" |
Delete a workflow scheme | Click the Delete link and confirm the deletion. |