Changing default to a different workflow/screen

Natalia Linchenko April 24, 2024

Is there a way to change default settings? Specifically I'm thinking about workflows and screens. Every time I make a new project a have to go in and switch the schemes - wondering if there is a way to avoid theses steps by just changing the default?

Current default:

Screenshot 2024-04-24 at 11.50.05 AM.png

Desired default:

Screenshot 2024-04-24 at 11.55.14 AM.png

 

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Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
April 24, 2024

Hello @Natalia Linchenko 

When you are creating a Company Managed project there will be an option to create it based on sharing the same schemes used by another project.

Screenshot 2024-04-24 at 11.10.28 AM.png

When you check that box you'll get another field from which to choose the project whose schemes you want to share.

After selecting the project and creating the new project, the new project will use the same schemes, not copies of those schemes. So if you make changes to the schemes it will affect all projects that use them.

This method results in the created project sharing all the schemes of the selected project: Field Configuration Scheme, Permission Scheme, Notification Scheme, Workflow Scheme, Issue Type Scheme, Issue Type Screen Scheme, .... You don't have an option to elect to reuse just some of the schemes from the source project.

So, if you create a dummy project and assign to it all the set of schemes you want to use in new projects, you can use the above method to have those schemes associated to the new project during creation.

Natalia Linchenko April 24, 2024

This info is GOLD! Thank you!

Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
April 24, 2024

Glad I could help!

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