Updating an existing workflow

JIRA lets you make changes to both active and inactive workflows. However, with active workflows, there are several restrictions:

  • Existing workflow steps cannot be deleted
  • The associated status for an existing step cannot be edited
  • If an existing step has no outgoing transitions, it cannot have any new outgoing transitions added

If you need to make these changes, you will have to either deactivate the workflow by removing the associations of the workflow with all projects or create a copy of the workflow.

Tip

You can always make a copy of the active workflow, make your changes, and then swap the original with the copied workflow in your workflow scheme.

When editing an active workflow, you are actually making changes to a draft copy of the workflow created by JIRA. All the changes you make will not be applied until you publish your draft.

Note

Do not forget to publish your draft after you have made your changes.

Publishing a draft is a very simple process. All you have to do is as follows:

  1. Click on the Publish Draft button. You will be prompted if you would like to first create a backup of the original workflow. It is recommended that you create a backup in case you need to undo your changes.
  2. Select either Yes or No to create a backup of the current workflow before applying the changes. This is a handy way to quickly create a backup if you have not made a copy already. If you do choose to create a backup, it is a good idea to name your workflow with a consistent convention (for example, based on a version such as Sales Workflow 1.0) to keep track of the changes.
  3. Click on the Publish button to publish the draft workflow and apply changes, as shown in the following screenshot:

    Updating an existing workflow

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