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No option to add a workflow to a project or publish draft in workflow

Help! I need to add a workflow to a project in order to get my Zendesk app integration updated with every status change from Jira. I've gone onto Project Settings as per here https://support.atlassian.com/jira-cloud-administration/docs/manage-issue-workflows/ and no option turns up.

I'm experiencing the same when editing workflows to then publish - there's no publish option!

 

Thanks in advance.

 

2 answers

Hello @Lauren Barrett 

Welcome to the community.

Are you working with a Company Managed or a Team Managed project? it will say which it is at the bottom of the navigation pane on the left.

The document you referenced is for Company Managed projects.

Are you a JIRA Administrator, in addition to being a Site Administrator?

Can you show us screen images of what you are seeing?

Thanks so much Trudy for getting back to me.

 

Here is what I was following:

Screenshot 2021-05-26 080639.png

And it seems you're right, having gone onto Projects it says mine is Team-managed software. Can you please provide a link on how to work this style? I am a JIRA Administrator.

Here is what I see when I click into Project Settings (looking to associate a workflow with the project:

Screenshot 2021-05-26 080913.png

Also, regarding the Zendesk notifications, I can follow all of the steps on this page https://support.zendesk.com/hc/en-us/articles/203660226-Updating-a-ticket-when-the-status-of-a-JIRA-issue-changes#topic_if4_qmc_zhb EXCEPT where it mentions Publish Draft and Publish - I don't see these anywhere.

Here's what it tells me to do:

Screenshot 2021-05-26 081415.png

And here's what I see when I try to recreate it our end:

Screenshot 2021-05-26 081653.pngScreenshot 2021-05-26 081712.png

There's no option to Publish anything as you can see...

 

Thanks so much for your help!

Hello @Lauren Barrett 

Since you are working with a Team Managed project, the steps to modify those workflows are entirely different.

With Team Managed projects, all customizations are specific to the project, and executed from that project's Project Settings. The instructions you have been working from to modify and publish a workflow apply only to workflows that can be used in Company Managed projects.

For managing Team Managed project workflows, refer to

https://support.atlassian.com/jira-software-cloud/docs/manage-how-work-flows-in-your-team-managed-project/

Note that while it says you can have a different workflow for each issue type, that feature is not actually available in Team Managed projects yet. There is just one workflow applied to all issues in a given Team Managed project.

If you want to follow the instructions provided by Zendesk, you are going to have to create a Company Managed project instead and move the issues from the Team Managed project to the Company Managed project. Before you do that, you should refer to these documents:

https://support.atlassian.com/jira-software-cloud/docs/migrate-between-team-managed-and-company-managed-projects/

https://support.atlassian.com/jira-software-cloud/docs/learn-the-basics-of-team-managed-projects/

If you do decide to change from using a Team Managed project to using a Company Managed project, let us know. Then we can address your question about publishing workflows for Company Managed projects.

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