Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Atlassian Community about banner
4,295,106
Community Members
 
Community Events
165
Community Groups

In my personal account, I can create transitions in a workflow, but not statuses.

What do I need to do to be able to create statuses?

2 answers

1 accepted

1 vote
Answer accepted

To answer directly (For Jira Cloud):

To create a status in a Company Managed Project
- you must be a Jira Administrator
- you can create the status(es) from the workflow or the statuses page

 

To create a status in a Team Managed Project
- you must be a Jira Administrator or a Project Administrator
- you can create the status(es) from the workflow or the statuses page or from the board (in default state)

Thank you.  I had read about how to make myself a Jira or project admin the couple of times I took the free Jira courses, but have not committed the procedure to memory.  Also, in my personal account, I don't know how to designate a project as Company Managed or Team Managed; nor how to create teams.

Hi Phil, glad to help.

A couple questions to help me help you.

Did you create the Jira Cloud site you are testing on?
Did you create the project you are testing in?

I believe I created the site, in the sense that months ago I opened my own account in order to experiment.

Since there is no one else on the site (except that I created another user (myself) with a different email address, in order to be able to have another user available for testing), I created the project.

Great!

So now we know you are a full admin :)

You should be able to see the gear in the top right corner and click "Issues"
This will take you to the Admin section where you can play with alllll the good stuff, including making new Statuses that can be used in the whole Jira instance.

Once you are there look waaaaay down on the left hand side
You will see the "ISSUE ATTRIBUTES" section and under it "Statuses"

Then you will see the list of all of your global statuses
and on the top right side "Add Status" 

image.png

This is what you should see after clickingimage.png the Issues Link above

Thanks.  By the way, now that I think of it, I may not have created projects, but only issues under existing projects.  Not sure.  Makes a difference, right?  Are you saying I'm already an admin?

No problems,
If you can see the screens above, you most definitely are a full admin :)

I have been to these screens.  I guess I need to add a status I already created to a workflow.  I think I did not create projects, and possibly not issues either; instead, I may have used Jira-created ones.  It's hard for me to tell.  Also seems difficult to create a new project or issue.  For instance, I just created a Task, who's Summary can't be changed because it was created by Jira, according to a mouse-hover popup.  Description can be entered.  In the Summary line, there is no value.

The only real difference would be Global/Company Statuses vs ones created in the Team Managed Project

Statuses created inside Team managed projects are ONLY visible to that team project.

The pages and screenshots above are for statuses that would be available for all company projects


I don't know how to identify the kind of project, not how to define it when I create it.  I don't mind working within a Team Managed project and creating a status there, if I can add it to the workflow.

Thanks.  I see the project type at the bottom of the navigation panel.  After some close examination of screens, I succeeded in creating a project, selecting Company Managed, creating a Task, and editing its workflow; the Edit function allowed me to add a Subtask.  Assuming I can navigate those waters again, I guess I'm all set.

Like CJ Edwards likes this

Now I can't find where to create a field, and after that, a rule.  I see the field I want, that I created yesterday, on a page called Default Field Configuration.  Under the Screens column on the right, the entry is No Screens.  So, while I don't at the moment see where fields are created (yesterday, there was a page on which boxes of field types on the right could be dragged to an issue to create the new field), I already have my field.  I just don't see how to add it to my current issue, and I don't see in Edit Workflow (for the project?) where to add a rule.  I suppose I have to try the issue view.

In Team Managed Projects you will want to add fields to your issues by going to Project Settings, Issue Types

From there you can do as you need!


image.png

Rules are done in a workflow through conditions/validators
Or via Automation which is just in the screen shot as well

 

Cheers!

I intentionally created a company managed project because I had the impression from the discussion that such a project would be easier to work with for my purpose.  So the project I'm trying to add a field and rule to is a company managed project.  In Project Settings, I don't see a place to change the project type.

No Problems!

When you create fields to be active in a Company project you need to designate the "Screens" where they can be seen, uses Schemes, in conjunction with "Fields" 

"Context" of the custom field determines what combination of projects, screens and Issue Types will be used

All must be used correctly to see and use the Field in a project/issue
image.png

Automations can also be access right from the Project Settings page

Welcome to your journey on Admin for Jira projects :)
There is a LOT to learn!

I tried to find a place to add screens to my field.  Can it only be done upon creation (I doubt it).  I'll keep looking, and will try to find the view for which you provided a screen shot.

I left the address in the Bar for reference for you as well :)


xyz.atlassian.net/jira/settings/issues/screens

 

Cheers!

In my personal account company-managed project, I have added transitions (can only be added to an inactive workflow) and previously-created (the only way) statuses to an inactive workflow.  I can't find a way to activate it, and if and when I succeed, I need to know how to add a rule to a transition.  Now I can't find the workflow anymore.

Also, months ago, I created some workflows in the Work Management app, and these are apparently available to me in new projects I've created.  Is it easier to create workflows in Work Management and then assign them to projects than working with workflows from projects?

What I would like to see is a step-by-step for creating a workflow and using it.  Seems impossible right now.

0 votes
Jack Brickey Community Leader May 06, 2022

what type of project is this? what administration level do you have? Where are you creating transitions?

It's a software project.  How do I create a different kind of project?  I don't know what administration level I have, nor how to find out and change it.  I don't need to create transitions for now (in the workflow view)--just statuses, to emulate what we have in my company, so that I can test creating new fields and rules.  (Hope that's clear.)

Jack Brickey Community Leader May 06, 2022

Phil, it looks like you are deep into the discussion with CJ and have accepted his input. LMK if there are still questions. 

Just googled the acronym--"Let me know".

Like Jack Brickey likes this

See my comment to CJ Edwards.

Suggest an answer

Log in or Sign up to answer
TAGS

Community Events

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

Find an event

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

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you