JIRA

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	JIRA Administrator's Guide Introduction Getting Help Look and Feel Logo, Colours and Timezone Configuring the default Language Configuring the default Issue Navigator Configuring the default Dashboard Overview of Dashboard Portlets Enabling Portlets and Other Plugins Editing the Announcement Banner Enabling Logout Confirmation Email Email Overview Creating a Notification Scheme Customising Email Content Creating Issues & Comments from Email SMTP configuration User Management Managing Users Managing Groups Managing Project Roles Migrating from Groups to Project Roles Enabling public signup and CAPTCHA Integrating JIRA with LDAP Integrating JIRA with Crowd Configuring Trusted Applications Security Overview Global permissions Project permissions Issue security Project Management Defining a Project Assigning members to Project Roles Defining Project Components Defining Project Versions Creating Release Notes for a Version Configuring Project Keys Configuring Fields and Screens Overview Defining 'Resolution' field values Defining 'Priority' field values Defining 'Status' field values Defining 'Issue Type' field values Associating Issue Types with Projects Translating Resolution/Priority/Status/Type Configuring field behaviour Configuring rich-text renderers Associating behaviour with Issue Types Placing fields on screens Associating screens with Issue Operations Associating screens with Issue Types Creating & configuring Custom Fields Custom Field Overview Adding Custom Fields Configuring Custom Fields Configuring Workflow Workflow Activating Workflow Activating a workflow in .. Activating workflows in J.. Events Importing from Other Systems Importing from Bugzilla Importing from Mantis Importing from FogBugz Importing from Excel/CSV Moving or Archiving Individual Projects Overview Archiving a project Merging JIRA instances Splitting JIRA instances Integrating with Source Control Integrating with CVS and ViewCVS Integrating with Subversion Integrating with Perforce Integrating with ClearCase Integrating with FishEye Configuration Options & Settings Global Settings Enabling Issue Linking Enabling Sub-tasks Enabling Trackback linking Enabling Time Tracking Enabling File Attachments Enabling Thumbnails for Attachments Server Administration Indexing & Search Backing up Data Automated Backups Restoring Data Database Integrity Checker Increasing memory Performance Tips Database Indexing Precompile JSP pages Logging and Profiling Thread Dump Downgrading (Ent to Pro) Downgrading (Ent to Std) Downgrading (Pro to Std) Using robots.txt with Search Engines Appendix A - Extending JIRA Extension Overview Listeners Services Jelly tags JIRA Toolkit Customising Text Developer Guides JIRA Plugins JIRA RPC Overview Creating a SOAP Client Creating an XML-RPC Client Creating Custom Field Types Custom Workflow Elements Creating new Portlets Creating new Reports More.. JIRA Source Building JIRA from source API Documentation

Activating Workflow

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Once you have created or modified a workflow, you will need to activate it.

The method of activating workflows depends on the edition of JIRA:

Standard edition only supports the default workflow, which is always active.
Professional edition can only have one active workflow in the system at a time.
Enterprise edition supports multiple active workflows through workflow schemes. Workflow schemes associate particular workflows with particular projects and (optionally) particular issue types. Therefore it is possible to use a different workflow for every project/issue type combination, if you wish.

Some terminology:

"Active" workflows are those that are currently being used.
"Inactive" workflows are those that:
- in Professional edition, are not the active workflow for the system.
- in Enterprise edition, are not associated with any workflow schemes, or are associated with workflow schemes that are not associated with any projects.

Note

Please note that only inactive workflows can be modified. If an active workflow needs to be modified, please copy the workflow, modify the copy and then activate it.

Activating a workflow in JIRA Professional Edition

To activate a workflow in JIRA Professional edition:

Log in as a user with the 'JIRA Administrators' global permission.
Bring up the administration page by clicking either the 'Administration' link on the top bar or the title of the Administration box on the dashboard:
In the left-hand navigation panel, under "Global Settings", click the "Workflows" link.
The "Workflows" page will be displayed, showing a list of all existing workflows in your system. Click the "Activate" link next to the workflow that you wish to activate.
Follow the activation wizard, which will guide you through migrating all existing issues to this workflow.

Activate Workflow in JIRA Professional screen

Activating workflows in JIRA Enterprise Edition

To activate a workflow in JIRA Enterprise edition, you need to:

Create a Workflow Scheme that references your workflow, and (optionally) associate it with the relevant issue type(s).
Associate the Workflow Scheme with the relevant project(s).

Creating a workflow scheme

To create a workflow scheme:

Log in as a user with the 'JIRA Administrators' global permission.
Bring up the administration page by clicking either the 'Administration' link on the top bar or the title of the Administration box on the dashboard:
In the left-hand navigation panel, under "Schemes", click the "Workflow Schemes" link.
The "Workflow Schemes" page will be displayed, showing a list of all existing workflow schemes in your system. Click the "Add Workflow Scheme" link.
The "Add Workflow Scheme" page will be displayed. Type a Name and (optionally) a short Description for the new workflow scheme, then click the "Add" button. This will create the scheme.
The "Edit Workflows" page will be displayed, showing your newly-created scheme. Click the "Assign a workflow to an issue type" link.
The "Add Workflow To Scheme" page will be displayed.
- In the "Issue Type" drop-down list, select an issue type that is relevant to your workflow. Note: you can also select "All Unassigned Issue Types" to associate your workflow with all issue types that do not have a specific association in this workflow scheme.
- In the "Workflow" drop-down list, select the name of your new workflow.
- Click the "Add" button.
Repeat the previous step until your new workflow has been associated with all the relevant issue types. Note that you can choose different workflows for some issue types if you wish.

Once a Workflow Scheme is fully defined you need to associate it with one or more projects (see below) so that the scheme's workflows are actually used by your JIRA system.

Associating a workflow scheme with a project

To associate a workflow scheme with a project:

Log in as a user with the 'JIRA Administrators' global permission.
Bring up the administration page by clicking either the 'Administration' link on the top bar or the title of the Administration box on the dashboard:
In the left-hand navigation panel, click the "Projects" link.
A list of projects will be displayed. Click the name of the project in which you are interested.
The "Administer Project" page will be displayed. Click the "Select" link next to the "Workflow Scheme" property of the project.
The "Associate Workflow Scheme to Project" page will be displayed. Select the relevant scheme from the list and click the "Associate" button.
Follow the wizard, which will guide you through migrating all the project's issues to the new scheme's workflows.

Note

You can associate a workflow scheme with more than one project.

Editing a workflow scheme

To edit a workflow scheme, i.e. to change which workflows are associated with which issue types:

Log in as a user with the 'JIRA Administrators' global permission.
Bring up the administration page by clicking either the 'Administration' link on the top bar or the title of the Administration box on the dashboard:
In the left-hand navigation panel, under "Schemes", click the "Workflow Schemes" link.
The "Workflow Schemes" page will be displayed, showing a list of all existing workflow schemes in your system. Click the "Edit" link next to the workflow scheme in which you are interested.
The "Edit Workflows" page will be displayed.
- To associate a workflow with an issue type, click the "Assign a workflow to an issue type" link.
- To disssociate a workflow from an issue type, click the "Delete" link.

Note

It is not possible to edit an active workflow scheme, that is, a workflow scheme that is currently associated with one or more projects. Instead: copy it, edit the new copy and then associate all the relevant projects with the new copy.

Disassociating a workflow scheme from a project

To disassociate a workflow scheme from a project:

Log in as a user with the 'JIRA Administrators' global permission.
Bring up the administration page by clicking either the 'Administration' link on the top bar or the title of the Administration box on the dashboard:
In the left-hand navigation panel, click the "Projects" link.
A list of projects will be displayed. Click the name of the project in which you are interested.
The "Administer Project" page will be displayed. Click the "Select" link next to the "Workflow Scheme" property of the project.
Select "None" from the presented list and click the "Associate" button.
Follow the wizard, which will guide you through migrating all of the project's issues to the default workflow.

Note

All projects that do not have an associated workflow scheme use JIRA's default workflow.