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How does JIRA personalize the workflow?

2025-04-01 Update From: SLTechnology News&Howtos shulou NAV: SLTechnology News&Howtos > Internet Technology >

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When using jira tools, whether it is the defect process or the requirements management process, often its own workflow can not meet the actual needs of the company, at this time, it is necessary to carry out personalized customization to meet the actual needs of the company's workflow, then, how to carry out personalized workflow customization?

1. Customize the workflow. 1. Log in with the administrator account and enter the question page.

2. On the question page, click the add workflow button

You can also copy from an existing workflow, modify it, and enter a workflow name and description

3. Add workflow steps

Enter the name of the step and the status of the step link. (step name corresponds to status name (id))

Of course, you can also edit it in the form of a flowchart, click diagram:

4. Add workflow action

In the corresponding workflow step, add the workflow action: enter the workflow as the name, description, and jump target step

A workflow step can have multiple workflow actions. For example, if the status is new, there can be multiple workflow steps such as suspension, resolution, rejection, and so on.

5. Edit workflow actions

Click the name link of the work flow to enter the work flow editing page.

Trigger condition:

It is generally used to set which users have permissions for this work flow; (often set to: only the manager is allowed; or the user in the project role-> user group)

Verification conditions:

It is generally used to check whether the parameters are correct before performing a workflow action.

Result processing:

Used to perform the processing results of this work flow. (often used for setting up agents, solutions, etc.)

Among them, update the question field to set the question field such as the handler:

Add custom workflow to workflow scheme 1, add custom workflow to existing workflow scheme

First, add a workflow scheme: add workflow scheme-- > enter the workflow name and description. Then follow these steps:

1) Click the edit button

2) on the workflow scheme page that opens, click add workflow-- > add existing-- > Select the custom workflow-- > backward-- > finish.

3) specify the problem type to the custom workflow

On the Workflow Plan page, click assign, select the corresponding question type, and assign it to the custom workflow.

Among them, the question type can be customized in the question type menu, and the customization process is similar to the custom workflow process:

2. You can also add existing custom workflows from existing workflow solutions.

The process is similar to the above.

Third, apply custom workflow in the project

On the project management page, Workflow-- > add workflow-- > Select Custom Workflow-- > specify the problem type to the custom workflow.

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