jira workflow management

Ashima Bhatia March 20, 2023

hi team,

I'm using jira automation for below jira cloud version, to test some fucntionalities.

I want to implement a workflow, which will trigger automation rule upon status change. But for this cloud version I'm not getting option to add workflow.

Kindly guide on how I can add workflow and test workflow automation rules for the same.

https://ashitestinstance2.atlassian.net/

Thanks

Ashima Bhatia

1 answer

0 votes
Ash Yadav - VMotion IT Solutions
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 20, 2023

Hi @Ashima Bhatia , welcome to the Atlassian Community! 

 

Is this a team-managed or company managed project? 

 

I would recommend starting with the following KBs regarding workflows: 

Team-managed projects: https://support.atlassian.com/jira-software-cloud/docs/manage-how-work-flows-in-your-team-managed-project/

 

Company-managed projects: https://support.atlassian.com/jira-cloud-administration/docs/work-with-issue-workflows/

 

What are you trying to achieve by using both workflow and automation? 

You can implement a single project rule for example that fires the automation rule based on status change and won't need to create/modify any existing workflows for example. 

 

Hope this helps. 

 

Kind Regards, 

 

Ash

Ashima Bhatia March 20, 2023

Hi Ash,

Thanks for the update, but my concern is I am not able to create workflows in below jira cloud version.

Once I'm able to create workflows, then only I will be able to test automation rules for status transitions. Kindly check and help.

https://ashitestinstance2.atlassian.net/

Thanks

Ashima

Ash Yadav - VMotion IT Solutions
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 21, 2023

Hi @Ashima Bhatia 

 

I can't check your instance, this is a community support forum. 

Do you have project admin permissions on the site? 

 

Again, please clarify if this is a team-managed project or company-managed project as the steps to modify/create workflows differ (see my first post). 

 

KR, 

 

Ash

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