ワークフローで作業する

To access and manage workflows, you must be logged in as a user with the Jira administrators global permissions.

Users with project admin rights can’t create new workflows and have limited editing permissions. They can only edit non-default workflows and any workflows that aren’t shared with other projects.

A Jira workflow is a set of statuses and transitions that an issue moves through during its lifecycle and typically represents processes within your organization.

You can create workflows from scratch, copy the existing ones, or import workflows from Atlassian Marketplace or an file. Workflows can be associated with particular projects and, if needed, specific issue types using a workflow scheme

There are default built-in workflows that can't be edited, but you can copy and use these workflows to create your own.

On this page:

既定のワークフローの例:  

Workflow statuses and transitions

A status represents the state of an issue at a specific point in your workflow (e.g. "In progress"). An issue can be in only one status at a given point in time. When defining a status, you can specify properties if needed. 

A transition is a link between two statuses that enables an issue to move from one status to another. To move an issue between two statuses, a transition must exist. 

A transition is a one-way link, so if an issue needs to move back and forth between two statuses, two transitions need to be created. The available workflow transitions for an issue are listed on the View issue screen.

See Defining a screen for details on adding and configuring issue screens.

アクティブおよび非アクティブなワークフロー

There are slight differences between editing an inactive and an active workflow. We place restrictions on the modifications you can make to an active workflow due to the impact the changes will have on projects and issue types that use this workflow.

ワークフロー ステータス説明

非アクティブなワークフロー

An inactive workflow is a workflow that isn't currently being used by any projects. Since there are no issues currently transitioning through an inactive workflow, you can edit the workflow's steps and transitions directly.

To edit an inactive workflow, see Working in text mode.

tip/resting Created with Sketch.

Your changes will be automatically saved as you edit an inactive workflow. You won’t need to manually save or publish your changes.

アクティブなワークフロー

An active workflow is a workflow that is currently being used by one or more projects. When you edit an active workflow, Jira first creates a draft of it so you can modify this workflow you see fit.

編集が完了したら、下書きを公開し、元のワークフローを任意で非アクティブなバックアップとして保存することができます。

The following limitations apply when editing a draft for an active workflow:

  • You can’t edit a workflow’s name if the workflow is active. You can only edit its description.

  • You can’t delete a workflow status if any issue has that status. You’ll need to move the issues to another status or project, and then delete the status.

  • The step ID (step’s name) can’t be changed.

下書きワークフローでトランジションを追加したりステップを削除したりできない」をご参照ください。

上記の一覧の項目を変更するには、ワークフローをコピーして (「ワークフローの作成」を参照)、コピーを変更してからアクティブ化する必要があります。 

You can access all the active and inactive workflows that exist on your Jira instance from the Workflows tab:

Active workflows are at the top of the page with the inactive ones listed underneath. Selecting the Inactive tab will expand the list of workflows that aren’t associated with any schemes or projects:

If you want to make the inactive workflow active, follow guidelines from Activating a workflow.

Using the workflow designer

 

You need to log in as a user with the Jira system administrators global permission to work with the workflow designer.

The workflow designer is a graphical tool that allows you to view a workflow’s layout, and create and edit its statuses and transitions. To access the designer, you only need to start editing a particular workflow.

ワークフロー デザイナーでは以下のことが可能です。

  • Manage statuses and transitions by adding, clicking, and dragging.

  • Modify or delete workflow properties to update certain statuses and transitions. Note that you can delete the properties from the workflow but not Jira.

  • Add a global transition that allows every other status in the workflow to transition to the selected status. Select Allow all statuses to transition to this one in the properties panel for the status.
  • トランジションが使用する画面の変更。詳細は、「テキスト モードで作業する」を参照してください。
  • Configure advanced transition options, such as triggers, conditions, validators, and post functions. Learn more on the Advanced workflow configuration page.
tip/resting Created with Sketch.

Statuses are global objects. Changing a status name on one workflow also changes it in all workflows that use that status.

Tips for using the workflow designer
  • トランジションまたはステータスにカーソルを合わせ、該当するトランジション ラベルを参照します。 
  • Use your mouse wheel to zoom into the diagram. Click and hold on white space to move across the diagram.

  • You can't clone transitions in the workflow designer.
  • You can't create annotations in the workflow designer.
  • You can't directly set the issue. editable  property. To do this, add the issue. editable property to the status properties.
  • ワークフロー デザイナーはワークフローを自動的に検証し、受信または送信トランジションを持たないステータスを強調表示します。ワークフロー バリデーターは、Jira で使用できない無効な権限条件を持つトランジションもすべての強調表示します。バリデーターは、ワークフローのインポートや、複雑なワークフローを処理する場合に特に便利です。

Creating a workflow

新しいワークフローを開始する方法はいくつかあります。これには、既存のワークフローの複製、新しいワークフローの作成、ワークフローのインポートなどが含まれます。

既存のワークフローのコピー

  1. 画面右上で [管理] > [課題] の順に選択します。

  2. In the left-side panel, select Workflows to open the Workflows page, which displays all of the workflows in your system. 

  3. Copy an existing workflow by selecting the Copy link in the Actions column. Enter a workflow name and description, then select the Copy button
  4. Customize your workflow by adding or editing steps and transitions.

When you've finished customizing your workflow, see Managing your workflows for details on how to use it with a Jira project.

新しいワークフローの作成

  1. 画面右上で [管理] > [課題] の順に選択します。
  2. In the left-side panel, select Workflows.
  3. lect Add workflow.

  4. Enter a name and description for your workflow and then select Add.

    The workflow opens in edit mode, and contains a step called Open and an incoming transition called Create.

  5. Continue with your workflow customizations, by adding and editing statuses and transitions. 

    To edit or remove already added elements, select a particular status or transition and use editing options in the panel that appears.

  6. Make the workflow active by associating it with a workflow scheme for a particular project. See Configuring a workflow scheme outside of a project for details.  

ワークフローのインポート

Follow guidelines from Importing workflows.

ワークフローの設定

Edit a project's workflow

Whenever you create a new Jira project, your project automatically uses the default workflow scheme. The scheme associates all available issue types in the project with the Jira system workflow.

Jira system workflows are read-only and can’t be edited. Jira creates an editable copy of the system workflow and workflow scheme for your project.

To edit a workflow:

  1. 画面右上で [管理] > [プロジェクト] の順に選択します。
  2. 関連するプロジェクトを選択します。

  3. In the Workflows section (left-side panel), select Workflows.

  4. Select the pencil icon in the Actions column to edit the workflow. As you enter the edit mode, Jira automatically does the following:


    • creates a draft copy of the system workflow named "Your Project Name Workflow (Draft)"
    • creates a new workflow scheme for the workflow named "Your Project Name Workflow Scheme"
    • associates any existing issues in your project with the new workflow
  5. これで下書きワークフローを編集できます。ステータスまたはトランジションをクリックして、表示されたパネルで編集オプションを確認します。
  6. When you've finished editing, select Publish. The dialog allows you to publish your draft and, optionally, save your original workflow as an inactive backup.
Tips on performance when modifying workflows
  • The number of issues impacts the speed when configuring a workflow. For small numbers of issues, this process is relatively quick. However if you have many (e.g. thousands of) existing issues in your Jira project, this process may take some time. 
  • Once this process begins, it can’t be paused or canceled. Avoid editing or transitioning any issues within your project while this process is taking place.

Replace a project's workflow

If you want to use a different workflow in your project, you need to associate the current workflow scheme with a new workflow of your choice. See Configuring workflows for a workflow scheme.

Set the resolution field

After you finish working on a particular issue, you’ll likely need to update the issue and indicate that the work has been done. To achieve this, you need to set the “Resolution” field for the issue.

Note the difference between the Resolution and Status fields. The Resolution specifies why an issue is closed, while Status indicates an issue’s position in its workflow.

In Jira, an issue is either open or closed based on the value of its “Resolution” field:

  • An issue is open if its resolution field has not been set.
  • 解決状況フィールドに値 (例: 修正済み、再現不可) が設定されている場合、課題はクローズになります。

これは、その時点での課題のステータス フィールド (オープン、進行中など) の影響を受けません。したがって、ワークフローで課題を強制的にオープンまたはクローズにする必要がある場合、トランジション中に課題の解決状況フィールドを設定する必要があります。次の 2 つの方法があります。

  • 事後処理を使用して解決状況フィールドを自動的に設定
  • Prompt the user to choose a resolution via a screen. See Working in text mode for details.

Rename workflow transition buttons

If you copied the system workflow and you wish to rename the workflow transition buttons on the View issue page, you must delete the following properties from all transitions in the copied workflow:

  • jira.i18n.title
  • jira.i18n.description

削除しない場合、既定の名前 (これらのプロパティの) が引き続き使用されます。トランジション プロパティについての詳細をお読みください。

テキストモードで作業する

テキスト モードはワークフローを操作する高度な方法です。また、ステップおよびステータス間の相違を確認することができます。テキスト モードでは、ステップを直接操作します。詳細は、「テキスト モードで作業する」を参照してください。

Deleting a workflow

Delete a project’s workflow

You can't delete a workflow that's assigned to a workflow scheme. First remove the workflow from the scheme and then delete the workflow.

  1. 画面右上で [管理] > [プロジェクト] の順に選択します。
  2. In the Workflows section (left-side panel), select Workflows.

  3. Scroll down to the Inactive tab and expand it to view the list of all inactive workflows.

  4. Find the relevant workflow, then select Delete.

高度なワークフローの設定

高度なワークフローの設定」ドキュメントを参照してください。

tip/resting Created with Sketch.

Jira を使いこなす

Customize the behavior of workflow transitions with advanced workflow configuration and discover even more ways to configure workflows with top workflow apps on the Atlassian Marketplace.

最終更新日 2022 年 9 月 24 日

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