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Workflow Transitions in Jira

Introduction to Workflow Transitions

In Jira, workflows define the process through which issues pass from creation to completion. A workflow consists of statuses and transitions. Transitions are the actions that move an issue from one status to another, representing the work process in your organization.

Understanding Transitions

A transition in Jira connects two statuses, allowing an issue to move from one status to another. For example, moving an issue from "To Do" to "In Progress". Transitions can have conditions, validators, and post functions to ensure the workflow meets specific business requirements.

Creating a New Transition

To create a new transition in Jira, follow these steps:

  1. Navigate to the Jira Administration area.
  2. Go to Issues > Workflows.
  3. Select the workflow you want to modify and click Edit.
  4. Click on the Add Transition button.
  5. Fill in the transition details, including the name and description.
  6. Select the source and destination statuses for the transition.
  7. Click Add to save the transition.

Example of a Workflow Transition

Let's consider an example where we add a transition from "In Progress" to "Code Review".

Step 1: Go to the workflow editor and click Add Transition.

Step 2: Name the transition "Send to Code Review" and describe it as "Transition issue to Code Review status".

Step 3: Select "In Progress" as the source status and "Code Review" as the destination status.

Step 4: Click Add to create the transition.

Configuring Transition Properties

After creating a transition, you can configure its properties to meet specific needs:

  • Conditions: These are checks that must be satisfied for the transition to be available. For example, only certain users may execute the transition.
  • Validators: These are checks that must be met for the transition to be completed. For example, ensuring all required fields are filled out.
  • Post Functions: These are actions that occur after the transition is executed. For example, updating a field or sending a notification.

Adding Conditions to a Transition

To add a condition to a transition:

  1. In the workflow editor, click on the transition you want to add a condition to.
  2. Select the Conditions tab.
  3. Click Add Condition.
  4. Select the appropriate condition from the list and configure it.
  5. Click Add to apply the condition.

Adding Validators to a Transition

To add a validator to a transition:

  1. In the workflow editor, click on the transition you want to add a validator to.
  2. Select the Validators tab.
  3. Click Add Validator.
  4. Select the appropriate validator from the list and configure it.
  5. Click Add to apply the validator.

Adding Post Functions to a Transition

To add a post function to a transition:

  1. In the workflow editor, click on the transition you want to add a post function to.
  2. Select the Post Functions tab.
  3. Click Add Post Function.
  4. Select the appropriate post function from the list and configure it.
  5. Click Add to apply the post function.

Conclusion

Workflow transitions in Jira are essential for managing the lifecycle of issues effectively. By understanding and configuring transitions, you can tailor workflows to meet your organization's specific processes and ensure smooth issue tracking and resolution.