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How do I copy a workflow to another project?

Shannon Hoskins January 24, 2025

I'm trying to copy a workflow from one project to another.  I do not see where to add the workflow once I 've copied it.

2 answers

4 votes
Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 24, 2025

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.

1 vote
Joseph Chung Yin
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 24, 2025

@Shannon Hoskins 

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

Shannon Hoskins January 24, 2025

 

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.  

 

 

2025-01-24_19-57-53.png pbt2.png

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Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 25, 2025

@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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Shannon Hoskins January 27, 2025

Thank you.  I was able to get the information copied.  Now can you advise how to add to the Resolve this issue?  

Shannon Hoskins January 27, 2025

resovle this issue.png

Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 27, 2025

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.

Screenshot 2025-01-27 at 1.07.18 PM.png
It is grayed out in the screenshot because the transition already had that rule.

Shannon Hoskins January 27, 2025

Sorry, Can you provide the steps for this?  I'm not seeing the Add Rule

Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 27, 2025

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.

Shannon Hoskins January 27, 2025

Hello,

Thank you for the steps.  The close screen looks like it is there.  but the Action taken field is still not showing.  

Shannon Hoskins January 27, 2025

2025-01-27_18-58-13.png

Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 28, 2025

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.

Shannon Hoskins January 28, 2025

Hello,

Yes, it is on the close screen.  I've checked the field configuration,otsup context.png fields close screen.png and it is not hidden and the context shows it is global.

Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 28, 2025

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...

Shannon Hoskins January 29, 2025

Thank you for all your help!  

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Shannon Hoskins January 29, 2025

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.

 

Shannon Hoskins January 29, 2025 edited

See filter screen shot

Shannon Hoskins January 29, 2025

2025-01-29_16-32-27.png

Shannon Hoskins January 29, 2025

2025-01-29_16-31-53.png

Shannon Hoskins yesterday at 10:04 AM

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

Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
yesterday at 3:19 PM

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.

Shannon Hoskins yesterday at 3:20 PM

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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