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Split WorkFlows and screens for issue types

lethabo.mahlakoana January 11, 2024

Hi everyone,

I am new to Jira, I have been struggling to split workflow and screens for issue types in Jira, I understand what i need to do but I just doesn't come together.

I would appreciate your advice and suggestions.

Thanks.

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Nic Brough -Adaptavist-
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January 11, 2024

Welcome to the Atlassian Community!

What do you mean by "split"?  What path do you want your people to follow and why do you not want to offer them the screens and workflow they want?

lethabo.mahlakoana January 11, 2024

Hi Nic 

Thanks 

They want each issue type to has its own workflow and screen as they want to add independent conditions to the workflow of each issue type.

Nic Brough -Adaptavist-
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January 12, 2024

Ok, there are two things to look at.

Company-managed projects are configured with schemes.  Two matter here:

  • The workflow scheme says "In this project, use this workflow for these types of issue, and use another for other types".  The scheme has a default for any issue type you don't want to map to a workflow, but you could map every single issue type to a different workflow if you want.
  • The issue type screen scheme is similar.  It says "in this project, use these screen schemes for these issue types".  It's more complex than workflow, because it's another layer.  A screen scheme tells Jira "use these (possibly different) screens for create, edit and view"

Note that these are independent, from your question, I suspect you only need to look at the workflow scheme!

Also, schemes are global configurations, there is a good chance that your schemes are used by many projects, so changing a scheme will affect all the projects using it.  Check this before amending a scheme, you could break other people's projects.

For a team-managed project, configuration is local, and does not use schemes.  Go to project settings and look for the issue types.  Each one of them can have its own workflow and screens.  Clicking on an issue type in the list takes you to the screen edit, which has an "edit workflow" button at the top.  TMPs do not have a concept of "create/edit/view" though, all those processes use the same screen.

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