How to activate a new service request workflow and scheme?

Mark Plimley

We are new with Jira Cloud. 

I have a couple of Projects. In may Sales project, I created a new workflow. Call it "Test Workflow" with a simple linear scheme. Call it "Test Scheme".

In the Sales Project > Project settings > Request types, Common Requests, I can see my new request type with Issue type Service Request. When I go to the Issue types page, the only Service Request I see is the original one, with Description "Created by Jira Service Desk". 

What do I do now? How to I activate my new workflow/scheme? 

I wasn't able to find answers clicking around the admin area or in the documentation. If you can point me to the document page that answers these questions, that would be great.

Thanks,

Mark

Bastian Stehmann

Hi @Mark Plimley,

to activate your new workflow, you have to assign that workflow to an issue type and assign that issue type to an service request.

So there are two ways you can do this, I think.

If you do not need the original Service Request Issue Type and it's workflow, you can just assign that scheme you created to your project (Go to Project Settings -> Workflows and then choose "Switch Scheme" and select your scheme). All issue types that are configured in that scheme will have the new workflow assigned.

If you want to keep your original Service Request issue type with it's workflow, you need a second issue type. You can either choose an existing one or create a new one.

You can then edit the workflow scheme and configure it, so that the Service Request issue type has still the old workflow and your second issue type has the new workflow. You can add that scheme then to your project as described above. Additionally, you might have to add the second issue type to your Issue Type scheme, so that the issue type is available at all and then configure your new request type, so that it is assigned to the new issue type.