Hi @Shannon Hoskins,
Welcome to Atlassian Community!
Assuming this is a company-managed project (you can't copy team-managed project workflows), once you copied the workflow you have to associated it with the workflow scheme that the project is using. You can do this by going to Project settings > Request management > Workflows and from here select Add workflow > Add existing and then follow the on screen instructions.
Welcome to the community. I agreed with @Mikael Sandberg stated. To supplement his suggestion,
If you have manually copied an existing "Active" workflow via the Settings >> Issues >> Workflows as Jira Admins, then you need to access the copied workflow under the "Inactive Workflow" tab - Where you can conduct the necessary changes if needed. Once you are ready with the copied WF, then you can associate it with your project as suggested by Mikael.
Hope this also helps.
Best, Joseph Chung Yin
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How do I get the options in the first screen shot to show in the new project. The second screen shot is what is showing.
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@Shannon Hoskins As I mentioned above, you need to associate the new workflow with the workflow scheme that the project is using. Please follow the the instructions listed above by me and @Joseph Chung Yin If you do not see Project settings in teh project you need to contact your project admin and have them do this change.
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Thank you. I was able to get the information copied. Now can you advise how to add to the Resolve this issue?
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If you are using the new workflow editor you associate the transition with a screen by adding a new rule and then select the screen.
It is grayed out in the screenshot because the transition already had that rule.
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Sorry, Can you provide the steps for this? I'm not seeing the Add Rule
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Go to the workflow you want to edit, and click Edit workflow. In the new editor, select the transition you want to add the screen to and then click add rule on the right. If you are using the old workflow editor, click on the transition and then click on Edit on the right-hand side. That will bring up the edit transition screen and from here you associate the screen to the transition.
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Hello,
Thank you for the steps. The close screen looks like it is there. but the Action taken field is still not showing.
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Is that field on the close screen? If is on the screen, check your field configuration to make sure that the field is not hidden. Also check the field context to make sure that it is set to global and not just to a specific project and/or issue type.
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Hello,
Yes, it is on the close screen. I've checked the field configuration, and it is not hidden and the context shows it is global.
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Is the new project the Online Technical Support? Your screen is shared with 4 project, but the field context is limiting the field to only Online Technical Support...
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Hi, I have another question.
I moved a ticket from One project to my new project. The queues are set up and filtered by product type.
The ticket will show in the new project. But will not show when I select the product type in the correct queue. I cannot figure out what is preventing it from moving into the correct queue when I change the product type.
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Hello,
I made sure the product type matches in both projects. Any help would be greatly appreciated. I can view the ticket once moved in the new project, but am unable to filter to a different queue.
Thank you,
Shannon
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I assume product type is shared custom field, meaning that you do not have multiple fields called product type.
I would start by simplifying the JQL and just start with the product type field and then go from there, just to make sure none of the other fields that you are filtering on is the cause.
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It was the filtering. I made some updates, and it is working now. Thank you for responding. I really appreciate the help.
Thank you,
Shannon
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