Edit a workflow's rules
Workflows in Jira define how work items move between statuses. Or, the statuses a work item can move between is defined by its workflow.
Transitions define which statuses a work item can move to from its current status. And, if you want to add a layer of control, you can add rules to restrict transitions, prompt your team to update fields as they transition, or complete an action after the work item changes statuses.
This page focuses on transition rules. Read more about editing a workflow's statuses, setting up transitions generally, or resolutions.
Rule categories in the new workflow editor
There are three different categories of rules that can be applied to workflow transitions.
Restrict actions
Restrictions help you control who can move a work item from one status to another. You can add restrictions to a transition to make sure it only happens when certain rules are met. For example: Allow only certain users or groups to move a work item.
This rule is known as Conditions in the old editor.
詳細を検証
As a work item transitions, you can add a Validate details rule to check the details or field values are valid, before the transition is complete. This can include inputs gathered from a screen shown upon transition.
If the validator fails, the work item won’t progress to the destination status, and any actions set up for after the transition will also not be performed. For example: Block a transition until a specific field has a value.
This rule is known as Validators in the old editor.
Perform action
Transition actions, or Perform action rules let you automate tasks when a work item changes status. These actions run automatically as soon as the transition is completed. For example: Require all sub-tasks to be completed before moving forward
たとえば、以下の手順が可能です。
Automatically assign the work item to someone.
Add a comment to the work item.
Update a field, like setting the resolution.
Send a notification or trigger a webhook.
This rule is known as Post-functions in the old editor.
Configure rules on an existing workflow
Access an existing workflow
From a company-managed project:
[設定] () > [作業項目] の順に選択します。
Select Workflows, then find the workflow you want to update. Select More (•••), then Edit to open a diagram of your workflow in the workflow editor.
From a team-managed project:
Go to Project settings, then Work types, and select a work type.
[ワークフローを編集] を選択します。
Add a rule to a transition
Select the transition line or label in your workflow to open the transition details.
Select Add () in the Rules panel within the transition details.
Choose an appropriate rule within the Restrict actions, Validate details, or Perform action category.
If you’re using the old editor, select a rule from Conditions, Validators, or Post-function category.
Configure the rule to define its behavior.
Select Add to update the workflow and apply the new rule.
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