How to assign a custom workflow to a newly created project?

[VT Jira]

I have added workfows and want to add it to a project based on the project category.

How to automate this process using the global automation

[Nikola Perisic]

Hello @VT Jira 

You can't add workflows using the automation rules. What you can do is to created new workflow schemes that will contain that workflow and change the current workflow schemes of your newly created projects.

For all of the upcoming projects that you create you can use the shared schemes - this only applies to the company managed projects, which will reduce the time of changing workflow schemes. Be aware if you make a change in one project, all of the projects that are sharing that workflow scheme will be changed.

[VT Jira]

Thanks @Nikola Perisic for the answer.

Is there any other way to automate the process, it could assign the workflow scheme based on the category?

[Nikola Perisic]

Hi @VT Jira 

This same goes to the workflow schemes. They are a separate feature that cannot be included within an automation rule. Their statuses can be included but for this we would need a specific use case. What is the use case? Depending on the answer it might be translated as an automation rule.