To edit a workflow in Jira, you need to start with a project. Here, we start by creating a new project.
Step 1:
It’s time to edit your workflow:
On the lower left corner of the page, click on “Project settings”Log in as a Jira admin and start by creating a new project in Jira. You will need this to design set up a simple workflow automation with JSU.
Please choose the "Task management" project.
.
If you already have projects set up in your Jira instance, we recommend that you start by creating a new test project so you can try out your rules before applying any changes to current projects.
Select a project template, e.g. Task management project and complete the project setup.
Step 2:
Create sample issues for your project. Many of our use cases include tasks and subtasks so if you are building test issues, consider adding some subtasks.
Step 3:
Edit the project workflow. Click Project settings in the left sidebar.
Under Workflows,
make sure toclick
onthe
pencilEdit icon next to the workflow
name.
You have reached the back-end view of your workflow transitions (you can change your view to text or diagram).
Follow the next steps to see for yourself how JSU features work.
%20(1).gif?version=1&modificationDate=1571302086198&cacheVersion=1&api=v2&width=511)
that you want to edit. This creates a draft workflow.
| Tip |
|---|
Reminder: Editing an active workflow will impact all the projects where that workflow is used. |
You are now ready to build your first automation rule with JSU. In your workflow page, you can view the workflow in Diagram or Text mode.
Step 4:
To start building a rule, select the Transition where you want the rule to apply. See how we added a rule in JSU in Action.
Learn about specific JSU workflow features in the Configuration Guide.
