Jira's New Workflow Editor for Team-Managed Projects

Introduction:

Jira, a powerful tool for project and issue tracking, has introduced an enhanced Workflow Editor that revolutionizes the way users interact with their workflows. This article explores the key features and benefits of the new Workflow Editor, highlighting its all-in-one interface, efficient editing capabilities, and enhanced integration points.

All-in-One Interface:

The new Workflow Editor consolidates all workflow actions, including adding statuses, transitions, and integration points like approvals, into a single, intuitive interface. Users no longer need to navigate across multiple tabs in Jira, simplifying the process of making edits to workflows.Annoted screenshot of the new workflow editor

  1. Toolbar:

    • Add statuses, transitions, and rules effortlessly to create and customize your workflow.
  2. Update or Discard:

    • Publish changes instantly or discard them with ease, providing flexibility in workflow modifications.
  3. Sidebar:

    • Edit status or transition details directly from the sidebar, including name, rules, and other properties.
  4. Diagram:

    • Drag and drop to rearrange statuses, create transitions, and view detailed information by selecting a status or transition.
  5. Name and Projects:

    • Quickly identify which projects are associated with the workflow before publishing changes.

Key Features:

  1. Edit in One Place; Update Instantly:

    • No more navigating through multiple tabs; the Workflow Editor centralizes all editing actions in one location, allowing users to make changes seamlessly.
  2. Effortless Deletion of Statuses:

    • Deleting a status is now simplified, and the Workflow Editor guides users through the steps to move issues associated with the deleted status, ensuring a smooth transition.
  3. Add Rules to Transitions:

    • The new Workflow Editor categorizes rules into Conditions, Validators, and Post-functions, providing a clearer terminology and more efficient rule setup.

    • Conditions:

      • Restrict transitions based on specific criteria.
    • Validators:

      • Validate details during transitions.
    • Post-functions:

      • Perform actions automatically after transitions.

Workflow Publishing:

The updated Workflow Editor eliminates the need to create copies of workflows or reassign them to workflow schemes when publishing changes. Simply select "Update workflow," and your modifications are instantly applied.

Conclusion:

Jira's new Workflow Editor simplifies and enhances the workflow management experience. With a consolidated interface, efficient editing features, and streamlined publishing, users can make changes effortlessly without the need for extensive navigation or complex procedures. Upgrade your workflow management with Jira's latest enhancements for a more productive and user-friendly experience.

 

6 comments

MTurner March 20, 2024

How do we access this? Currently I don't see it or anywhere to implement it. 

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Fanny Vachet April 22, 2024

Hi,

There is no option to reuse transition when using the new editor. Is that normal?

Thanks

Sławomir Lech May 2, 2024

How to switch to new editor on screens:

 

obraz_2024-05-02_090838080.png

 

obraz_2024-05-02_090938619.png

 

obraz_2024-05-02_090535602.png

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Peter Quick June 12, 2024

Hi @Teja ,

I notice the new workflow editor in a company managed project does not seem compatible with Transition Post Functions, especially when an add-on app like Jira Misc Workflow Transitions is in-play.

 

Steps to reproduce:

1. edit a workflow with existing transition post functions that contain JMWT actions.

Result:

Screenshot 2024-06-12 163746.png

 

What are the plans for compatibility with transition post functions?

Cheers,

PeterQ

Avinash Bhagawati {Appfire}
Community Leader
Community Leader
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June 12, 2024

Hi @Peter Quick / @Teja  ,

I am Avinash, a Product Support Engineer at Appfire. I would like to provide further insights about the JMWE app in this.

We have further consulted internally about the compatibility check, and our JMWE Product Manager has been in touch with the Atlassian PM. Here is the latest update.

Atlassian started rolling out the new workflow editor a couple of months back but without the support for 3rd part apps although their original plan was to support 3rd party apps in the new workflow editor.

In recent discussions with Atlassian’s PM, it was clarified that they did not intend to roll out without app support. If necessary, they will revert to the old editor as the default. Atlassian will provide updated UX mocks for feedback before any GA release. They will resume work on this effort no earlier than July and aim to collaborate with app vendors like us to ensure everything works well before GA.

Thanks,
Avinash

 

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Peter Quick June 12, 2024

Thanks @Avinash Bhagawati {Appfire} ,

Good to know add-on app compatibility is in-progress.

 

Cheers,

PeterQ

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