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Reg. Workflows

shruti agarwal

Hello,

Is there any tutorial which can guide me through, to create a purchase request workflow in jira?Please let me know.

Accepted answers

Nic Brough -Adaptavist-

Who is Reg?

Have a look at https://confluence.atlassian.com/display/JIRA/Configuring+Workflow to get to grips with the technical side in Jira

But when you're creating a workflow, my advice is

# Draw a flowchart of what you think the process is

# Talk to your users about it

# Think carefully about resolutions - what status should show as resolved and unresolved?

All comments

Nic Brough -Adaptavist-

Who is Reg?

Have a look at https://confluence.atlassian.com/display/JIRA/Configuring+Workflow to get to grips with the technical side in Jira

But when you're creating a workflow, my advice is

# Draw a flowchart of what you think the process is

# Talk to your users about it

# Think carefully about resolutions - what status should show as resolved and unresolved?

Christian Czaia [Decadis AG]

Hey,

everything you should know about workflows is in the official documentation...

https://confluence.atlassian.com/display/JIRA/Configuring+Workflow

A more detailed example is given here:

http://business-processes.com/archives/automated-purchase-workflow

Cheers Christian

SimonS

We have a demo site for a simple PO workflow you can check out as well:

https://sales.atlassian.net/browse/PO-1

shruti agarwal

Hey exactly what I was looking for.Can you please tell me how can I design a screen like that!

Thanks for your help.

shruti agarwal

Hi Christian,

Thanks for the links, however, I am unable to see the Purchase Request as an option, when I create an issue. Any suggestions? Please let me know.

Thanks,

Shruti.

Christian Czaia [Decadis AG]

Hey,

you first have to create the desired issue type

https://confluence.atlassian.com/display/JIRA/Defining+%27Issue+Type%27+Field+Values

create the fields that you need

https://confluence.atlassian.com/display/JIRA/Adding+a+Custom+Field

and associate them with a screen.

https://confluence.atlassian.com/display/JIRA/Defining+a+Screen

After that you'll find everything in the official doc (associateing the fileds with schemes and projects etc...)

Cheers Christian

shruti agarwal

Thanks a lot !! That gives me a clearer idea !!!Thanks !!

Shruti.

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