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Use workflow templates to replace a request type's workflow

You can use workflow templates to help save time and effort when setting up and customizing your team's company-managed service project.

Every request type, whether it came with your project template, was custom built, or was created using a template comes with a default workflow based on its issue type. Workflow templates can be used to easily replace a request type's workflow with a new one.

Rather than creating the new workflow from scratch, Jira admins will have the option to browse a library of templates designed for a variety of teams and use cases, including some that come with preconfigured approval steps.

Preview and select the one that best suits your needs, and use it to create a new pre-configured workflow that will be linked to your request type.

You must be a Jira admin to change a request type’s workflow. The instructions below are for company-managed projects.

To change a request type's workflow using a template:

  • From your service project, go to Project settings , and then Request types.

  • Select the name of the request type you want to update and within that request type's configuration screen, select Manage workflow, then select Replace using template.

  • Preview a template to see its description, statuses, and transitions.

  • Select the template you want to use, then review and make desired changes to the names of your new workflow and issue type.

  • Select Continue and the new workflow and issue type will be added to your project and linked to the request type you chose to update.

You can also replace a workflow using a template from the Request types screen by selecting More actions () next to the request type you want to update. Then in the Workflow section, select Replace using template.

Instead of replacing a request type’s workflow with a new one, you might prefer to replace it with another workflow that already exists in other service projects within your Jira Service Management site.
Find out how to replace the workflow of a request type with an existing workflow

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