Hi Phil -
Workflows become active when they are a part of a workflow scheme that is being used by a project.
If you go to one your project's settings page, you will see the workflow scheme that the project is currently using:
In my example, (marked by red lines) this project is using the Workflow Scheme "CJA: Software Simplified Workflow Scheme". This scheme has one workflow assigned to it, "Software Simplified Workflow for Project CJA".
If you have created a workflow and are wondering how to activate it for your project, go to the settings page for the project you want to use your new workflow and click on the workflow scheme. ("CJA: Software Simplified Workflow Scheme" in my example above) You will be redirected to a screen that looks like this:
Click on "add workflow", followed by "add existing" - on the window that pops up, select the workflow you want to use, and the issue types that you want to follow this workflow in projects that are using this scheme.
Hope this helps!
While I'm struggling to navigate and then remember how I navigated, can you please answer this question: Why is it that when I click (as I recall) Add Workflow, and I need to enter a workflow name, the name drop-down shows people in my organization rather than workflow names? This morning I at least arrived at the Assign button, but not the Associate button.
I'm taking a step back, in that I do not want to activate my workflow until I've added automation (a rule), but I don't see a place to do that. I guess I'll post a separate question for that.
You don't add automation rules to workflows specifically, you add them through the administration ->System -> Automation Rules menu.
As to why your workflow name field suggesting users, I'm not sure, but you should be able to just type the name you want to assign to the new workflow.
Just to be safe though, is this the screen and "name drop-down" you're talking about?
In answer to the statement above:
"If you have created a workflow and are wondering how to activate it for your project, go to the settings page for the project you want to use your new workflow and click on the workflow scheme. ", the screenshot below is the left panel (please remind me of the Jira term for the panel) for [My project] > Project Settings (in the left panel). Did I miss something?
In trying to create a rule for a specific transition in an inactive workflow, the "from" status can't be typed in (it's not in the dropdown, of course) because it already exists. I conclude that I have to activate the workflow to create the rule. I'll do this, even though it means that in order to continue to develop the workflow later, I'll need to make a copy and work on the copy, then swap them out later. Please confirm.
I managed to assign, associate and import my workflow, which made it active. I then tried to create a rule, but for my purpose, I saw no condition that I need (yet). I think I need a post action, with no rule, for my first purpose: to populate a user field with the value of the transitioner. My second purpose is to only allow the transition if the user belongs to a group. Since I don't want this to happen via error, I think I need to create a subtask for every one of these type of transitions, instead of using statuses, with the appropriate group as the "owner" of the subtask. Is that do-able, and if so, how might I accomplish this?
I'm still learning Smart Values myself, which is what you'll need to use in your automation.
I would suggest posting this as a new question to attract people who have more experience with automation and smart values.
Would you mind marking our thread here as an accepted answer so that it can help others looking for information on how to activate a workflow?
To summarize, I have 4 questions:
1) Can I populate a user field with the value of the transitioner, and how? Post action?
2) Is the only way to assure that one group will see a transition to automatically create a subtask containing that transition, and somehow have one group (or Team?) notified about that subtask, and somehow have only that group or team able to perform transitions in the subtask?
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