Manage workflow rules in team-managed service projects
This page is for team-managed projects
If the lower-left of your service project sidebar doesn’t say you're in a team-managed project, check out these company-managed project articles instead.
Learn more about the difference between company-managed and team-managed projects.
Rules help you streamline your team's process by automatically updating fields when you move work items through your workflow. Workflow rules can automatically update a work item's fields, or limit the people who can use a certain transition in your workflow, and more.
Read more about workflows in team-managed projects
Currently, Jira Service Management has the following workflow rules:
Assign a work item to someone
Update a work item field
Restrict who can move a work item
Remind people to update empty fields
Check that a work item has been through a status
For each transition, you can have up to:
10 groups of Restrict transition rules, with 50 rules for each group
50 Validate details rules
50 Perform actions rules
More about each rule and see examples of how you might use them
You must have the administrator role in your project to do the things described on this page. More about team-managed project roles
Add a new rule to a transition
To add a rule to a transition:
From your project's sidebar, select Project settings, then Work types.
From the sidebar, select the work type you want to edit.
Select Edit workflow.
From the workflow toolbar, select Rules.
Select the rule you want to add from the list then choose Select.
Select the transition you want to add the rule to from the For transition dropdown.
Fill out the required information to set up your rule, and select Add.
To see the rule in action, create a test work item and move it through your workflow.
You can add up to 10 rules to each transition.
Take care when using a rule to restrict who can transition a work item. If you remove the person or role associated with the rule, your team may have trouble moving work items through your workflow.
Add a new rule to a transition
To add a rule to a transition:
From your project's sidebar, select Service project settings, to Request types.
From the sidebar, select the request type you want to edit.
Select Edit workflow.
From the workflow toolbar, select Rules.
Select the rule you want to add from the list and click Select.
Select the transition you want to add the rule to from the For transition dropdown.
Fill out the required information to set up your rule, and select Add.
To see the rule in action, create a test request and move it through your workflow.
You can add up to 10 rules to each transition.
Edit a transition rule
To edit a rule on a transition:
From your project's sidebar, select Project settings, then Work types.
From the sidebar, select the work type you want to edit.
Select Edit workflow. The workflow editor appears.
Select the transition in your workflow diagram. The transition details pane appears.
Under Rules, select the card for the rule you want to edit.
Make your changes and select Update.
Your newly edited rules are applied to your software project when you save and exit the workflow editor.
Edit a transition rule
To edit a rule on a transition:
From your project's sidebar, select Service project settings, then Request types.
From the sidebar, select the request type you want to edit.
Select Edit workflow. The workflow editor appears.
Select the transition in your workflow diagram. The transition details pane appears.
Under Rules, select the card for the rule you want to edit.
Make your changes and select Update.
Your newly edited rules are applied to your service project when you save and exit the workflow editor.
Delete a transition rule
To delete a rule from a transition:
From your project's sidebar, select Project settings, then Work types.
From the sidebar, select the request type you want to edit.
Select Edit workflow.
Select the transition in your workflow diagram. The transition details pane appears.
Under Rules, select the card for the rule you want to delete.
Select Delete rule button.
Delete a transition rule
To delete a rule from a transition:
From your project's sidebar, select Service project settings, then Request types.
From the sidebar, select the request type you want to edit.
Select Edit workflow.
Select the transition in your workflow diagram. The transition details pane appears.
Under Rules, select the card for the rule you want to delete.
Select Delete rule.
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