Best practice, changing workflow

Internal customer wants to change a workflow. There will be the same # of statuses.

The current workflow is not used by any other project.

Would it be best to just edit the current workflow - changing the statuses and transitions to the new ones?

2 answers

1 accepted

1 vote

I would create a copy of the workflow and make all of your changes on that copy to begin with. To modify your workflow without messing anything else up, you'll need to make sure you aren't changing the global value of a status. The best way to accomplish that is instead of "editing" a status (changing it's name or category), you will want to remove the statuses you don't want from your workflow, and replace them with the ones you do want. Statuses can only be removed from an inactive workflow, which is why I suggest making a copy. Once you have the new workflow how you want it, you can associate it with the project. 

 

Thanks Kian, 

As far as changing the workflow. Best from the project page, "add Workflow" or switch scheme?

Unless you've already created a workflow scheme for the new workflow, I would just click "add workflow" when viewing the workflows from the project page. Just add the new workflow for the issue types it's needed for. 

0 vote

If you are comfortable with editing the exported XML of a workflow, you can make very precise changes.

Matt, do you know of any documentation regarding completing this?

Suggest an answer

Log in or Join to answer
Community showcase
Sarah Schuster
Posted Jan 29, 2018 in Jira

What are common themes you've seen across successful & failed Jira Software implementations?

Hey everyone! My name is Sarah Schuster, and I'm a Customer Success Manager in Atlassian specializing in Jira Software Cloud. Over the next few weeks I will be posting discussion topics (8 total) to ...

3,313 views 14 20
Join discussion

Atlassian User Groups

Connect with like-minded Atlassian users at free events near you!

Find a group

Connect with like-minded Atlassian users at free events near you!

Find my local user group

Unfortunately there are no AUG chapters near you at the moment.

Start an AUG

You're one step closer to meeting fellow Atlassian users at your local meet up. Learn more about AUGs

Groups near you
Atlassian Team Tour

Join us on the Team Tour

We're bringing product updates and pro tips on teamwork to ten cities around the world.

Save your spot