Workflow is an important core of problem management in Jira project. Workflow should be set up according to the workflow of the actual project team. Here is a description of the workflow scheme setting process.
First, setting up a workflow requires the Administrator user, which is the domain of rights management and beyond the scope of this article.
Writing in the front
Workflow and workflow solution are two different categories in Jira. “Workflow scheme” is set in the project, and “workflow” is associated in the workflow scheme.
Project workflow scheme setting location
To set the workflow scheme, you must have project Management permission.
First look at the project workflow view and setting position, in the “project Settings” select “workflow”, the following interface will appear on the right side. Of course, if the workflow scheme is not set, the lower left corner is empty. You can “Add workflow” or “Switch scenarios” for a project.
Workflow creation
To set up a workflow scheme for a project, the workflow scheme must exist first. This section describes how to create and set a workflow scheme.
List a few nouns
| noun | instructions |
|---|---|
| Type of problem | Example of problem type: The new function is task. When a test fails, it is fault. You can name the new function by yourself |
| Problem type scheme | A set of problem types is combined into a solution, which can be set on a project-specific basis |
| state | The representation of workflow process is the transition process of problem state. |
| workflow | A set of problem states containing the transition relationships between problem states. |
| Workflow scheme | A workflow scheme is a collection of workflows that can be set up for different problem types. |
Start the creation process
The user who first sets up the workflow needs to be the Administrator user. Problems | workflow to create in the whole process management panel. The opening position is in the upper right corner of the page.
Create the problem type
Choose Problem type > Problem type. On the page for setting problem type, click Add Problem Type in the upper right corner. In the dialog box for setting problem type, enter name and description, select a problem type, and click Add.
Repeat above to add all the required question types.
Create a problem type scheme
Choose Problem type > Problem type solution to enter the problem type solution setting page. Click “Add Problem Type Solution” in the upper right corner to enter the problem type solution editing page, as shown in the following figure. Drag the desired question type from the right to the left box and click Save to complete the addition.
Specify the item by Association for the solution in the list of problem type scenarios.
Create problem State
Choose Problem Properties > Status to enter the status setting page. Click Add Status in the upper right corner. The new status dialog box is displayed. You need to enter the following items: Status Name, Status Description, and Status Category. Jira provides a group of default status categories. You can also set the status category by yourself.
Repeat the above steps to set all the states in the workflow.
Create workflow
Choose Workflow > Workflow to go to the Workflow Settings page. Workflow has import and export operations, click “Add Workflow” in the upper right corner, the new workflow box will pop up, workflow name only supports ASCII characters, after adding the description, click “Add” button will jump to the workflow setting page, workflow can be viewed in two ways: “graphics” and “text”. Complete the workflow creation with Add State and Add Transition.
The newly created workflow is in the inactive state and transitions to the active state when the workflow is specified to be associated with the Workflow schema.
Create workflow schema
Choose Workflow > Workflow Solution to go to the workflow solution setting page. Click “Add Workflow Scheme” in the upper right corner, and the new workflow scheme dialog box is displayed. Enter a name and description, and click Add.
Similarly, a newly created workflow scheme is in the “inactive” state and changes to the “active” state when it is set up in a project.
Find the newly created workflow scheme in the inactive list and click Edit to go to the workflow scheme edit page. Specify a workflow for each problem type of the workflow scenario on the edit page, or you can share a workflow with several problem types.
finishing
Once the workflow schema is created, you can “add” or “switch” to the newly created work for the project in the project. The operation method was introduced at the beginning.
End of this article.