Using the workflow designer

Jira comes with a simple to use, drag-and-drop tool called the workflow designer. This helps you create and configure workflows. If you are familiar with diagramming tools such as Microsoft Visio, you will feel right at home. There is also another older option, called the text mode, available. However, since the designer is easier and has more features, we will focus on using the designer in this book.

As your workflow becomes more complicated, the text mode can be a better option to manage statuses and transitions in the workflow.

The workflow designer is shown in the following screenshot. You have the workflow layout in the main panel and a few controls on top, namely the Add status and Add transition buttons. Note that the Diagram option is selected. If you click on the Text option, Jira will change to the old authoring tool:

From the workflow designer, you can drag and rearrange the statuses and transitions. Clicking on each will open up its property window, as shown in the following screenshot, where the Resolved Issue transition is selected. From here, we can view and update its properties, such as conditions and validators:

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