ワークフロー エディターとは

管理者は、ワークフロー エディターを使用して、作業項目がさまざまな作業段階を経てどのように移動するかを定義、カスタマイズ、管理できます。作業フローが視覚化されるため、ステータス、トランジション、ルールを追加して、フロー内での操作や条件を定義できます。

You can use the workflow editor to automate routine actions, apply business rules, and configure different work item paths based on space or work type requirements.

Getting to know the editor

The workflow editor provides a single view where you can configure statuses, transitions, and transition rules without having to navigate around Jira, or multiple tabs.

1. ツールバー: ステータス、トランジション、ルールを追加してワークフローを作成します。

2. 更新または破棄: 変更を即座に公開します。変更内容が期待どおりではない場合、いつでも破棄して元のワークフローに戻すことができます。

3. Details: Select a status or transition from the diagram and edit its name, rules, properties, and more.

4. Diagram: Drag to move statuses and create transitions. Select a status or transition to see its details.

5. Relevant spaces: See which spaces use the workflow before you publish.

You can edit a workflow in text (rather than the diagram) by using the Text/ Diagram toggle to switch between views. In text mode, you can see workflow statuses and their related transitions, then select a status or transition to edit its details in the sidebar, just as you would in the diagram.

即座に編集して公開する

When you edit a workflow, you make changes directly in the same view where you manage statuses, transitions, and rules.

When you’re ready, select Update workflow to publish your changes instantly. If you don’t want to keep your changes, you can discard them and return to the workflow’s previous state.

You can also make supported updates to active workflows without copying the workflow or updating workflow schemes to activate it.

これは次のことを意味します。

• you can delete statuses in active workflows, and

• if a status has no outgoing transitions (not including global transitions), new outgoing transitions can be added (regular or global).

Share transitions as you create

You can create transitions for work items in multiple statuses with a single set of rules and properties.

Apply a transition to multiple statuses by selecting multiple From statuses when you create the transition or edit an existing status.

Easily add rules to a transition

Rules is where you’ll find conditions, screen configuration, validators, and post-functions.

これらのルールを使用して、チームがトランジションを使用できるタイミングを制限したり、使用時に自動でアクションを実行したりできます。

If you were familiar with the old workflow editor in Jira, this table shows how rules map between the old editor and the new editor.