workflow for next-gen project
Is the workflow setting just for classical agile project? I want to add workflow or import workflow from market into my projects, how come there's no such "publish workflow" in my jira setting? And how can I make inactive workflow active? Why cannot I assign the workflow to my projects? Is it because I am using the trial version? Need experts help as soon as possible, thank you.
22 answers
1 accepted
Hi Alicia,
Unfortunately workflow customization isn't available yet for Next-Gen projects. It is on the longer term roadmap though! You can take a look at the recently shipped and coming-soon features of Next-Gen projects here. The note about workflows is on a Community post by one of our product managers discussing features.
Workflows are made active by assigning them in a workflow scheme. In the screenshot, you're looking at all the workflows but the assignments are done in project settings. We've got documentation for this here, but in short the steps are:
- Choose the Jira icon (
, 
, 
, 
or 
) > Projects. - Select the project you want to associate your workflow scheme to.
- Go to your project and click Project settings.
- Click Workflows. You'll see which workflow scheme the project currently uses.
-
Click Switch Scheme and select the relevant workflow scheme from the Scheme list.
-
Click Associate to begin the migration process. Each issue needs to have a valid status, so you may need to assign statuses to a select number of issues after you switch workflow schemes.
And for clarity, just stating again that workflows will only be able to be assigned for Classic projects currently. Keep an eye on that roadmap for when it will be available in Next-Gen.
Cheers,
Daniel
For those awaiting a never-going-to-happen feature for Jira Next-Gen projects, the ability to customize your workflow AND the ability to control transitions, I suggest the following. Not super pretty, but definitely functional:
1- In your NextGen project, as others have suggested go to the BOARD section on the left and create all the workflow Statuses you desire (Blocked, Done, In Progress, QA, etc). Drag/Drop them in order from left > right in that board view. That will set the order they are displayed in the issue view, top to bottom.
2 - Go into the project's automation area (Project settings / Apps / Project Automation. Create a new rule and ensure it is set as a Project Rule, not Global. This most likely has to be set afterwards, but just to bring it to your attention.
3 - Create the rule as shown in the attached pic:
WHEN issue is transitioned from *current state* (pick one), and leave TO blank.
For CURRENT PROJECT (this makes it not Global)
Create a branch... IF {{fieldChange.toString}} DOES NOT EQUAL *State 2*
THEN Transition issue back to original state
This essentially forces transitions to follow a certain path using IF, THEN, ELSE logic. If you go from Analysis to QA, it will fail and transition back to Analysis. If you go from Analysis to Close, it could pass and stay there.
Create a new rule for each status, using standard logic to process (AND or OR conditions).
You can always throw an OR statement in there if you need to allow a transition to more than 1 other state.
This was a quick n dirty rule I made to get something working. I'm sure many of you will tweak it out to adjust to your environment.
Hello!
So Next-Gen projects do not allow you to associate the project to an existing Workflow. What you have to do is go to the Project > Project Settings> Boards> Manage Workflows> Edit Workflow>
This way you would need to add the Status first and Associate one another with the "Transition" option.
The "Allow issues in any status to move to this one" is setup by default, what I did was create the Transitions manually.
Hope this helps!
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