JSM Functional Specification Documentation and Logical Flow Diagrams

Graham Tyrie

Hi all.  I have been tasked to document the configuration of our project in JSM - documenting workflows / automation etc. for change management reasons.  I know this question has already been asked but I don't think there has been a full response.  Is there a way of reporting on a project to identify config. settings (automation/workflows/queues) with out having to download a 3rd part app such as Smart Jira Configuration as this would be a lengthy governance process in the industry I work in from a security perspective to get such an app installed on our servers.  I am not talking server settings/data import/export, but functional configuration settings.

If there is no way of viewing/exporting project/workflows/automation settings, is there a logical diagram anywhere which maps the functional relationships between Projects/Forms/Automation/Workflows/work queues which would support me in manually documenting the portal config. settings so I can create a functional configuration document for change management purposes?  The end result being that I will publish to Confluence so that if any changes are made to the project, the documentation can be updated by whoever makes the change.

Your help is appreciated.

Nic Brough -Adaptavist-

Welcome to the Atlassian Community!

The very short answer is "no".  

As you say, there are apps that can give you a view of some of the configuration, but without them, your only option is to plough through all the project settings and note what they are.  Even the apps that report on settings don't really tell you everything, they all focus on specific aspects of the configuration that are related to what the app is for.

This is partly because the configuration of a project is not done in one place, and nor is it done in plain human languages.  If you want to document a workflow, then your best bet is to open up the view or edit page for the workflow, take a screenshot of the diagram, and then go in to edit mode to look through all the conditions, validators, post-functions, and triggers that have been added to it.  While bearing in mind that the workflow is not a project configuration thing for company-managed projects.  They're global and could be shared.  That's the same for automations, scripts, apps, and fields - you'll need to look at their configurations globally to see what projects they are configured for.