Managing workflows

A workflow defines acceptable issue statuses and their sequence. Queue workflow management is available to the queue owner and users granted permission to access the queue settings.

How to manage workflows:

• Add issue types to existing workflows or create new issue types.
• Set up resolutions for different issue types.
• Edit and remove workflows, bearing in mind compatibility with existing queue issues.
• Copy workflows.
• Open the workflow editor where you can create a workflow, add statuses to it, and set up transitions between workflows.

Rules for new workflowsRules for new workflows

1. A workflow should contain at least two statuses and a transition between them.

2. A workflow may not have statuses without any transitions.

3. One of the statuses should be the workflow start. Statuses of any type can act as the workflow start.

4. At least one status must be of the Completed or Canceled type: you will not be able to close issues in your queue without it.

Creating a workflowCreating a workflow

To create a workflow:

1. Go to the queue page.

2. In the top-right corner, click Queue settings.

3. Go to the Workflows tab and click Create workflow. The workflow visual editor will open.

4. Add statuses to the diagram and set up transitions between them. Stick to the rules.

Copying a workflow from a different queueCopying a workflow from a different queue

To copy a workflow from a different queue:

1. Go to the page of the queue to copy the workflow to.
2. In the top-right corner, click Queue settings.
3. In the Workflows tab, click .
4. In the window that opens, fill in the fields:
   • Copy from queue.
   • Copying workflow.
   • New workflow name.
5. Click Copy.

Deleting a workflowDeleting a workflow

To delete a workflow:

1. Open the queue page.

2. In the top-right corner, click Queue settings.

3. Go to the Workflows tab.

4. Select the appropriate workflow and click .