Fixing Approval Step not showing in the Workflow
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要約
When performing the steps to add an approval step to a workflow, sometimes, the checkbox to include the approval step, will not display to the user. This article has the purpose of helping users to identify what causes this behavior and how to solve it.
Cause and Solutions
The workflow is inactive
In order for users to see the option to include the approval step, the workflow must be active, which requires it to be associated with an issue type.
To link a workflow to an issue type, the workflow must be active. Hence, to add an approval stage, you first need to activate and link the workflow to a Jira Service Management project.
To verify if your workflow is active or inactive follow the steps below:
Select
> Issues.Under WORKFLOWS, click Workflow to see a list of active and inactive schemes.
Click the Active workflows or Inactive workflows headings to expand and collapse the list of workflows.
To active a workflow
All workflows are inactive until you associate them with a workflow scheme, so to associate a workflow with a workflow scheme, follow the steps below:
Select
> Issues.Under WORKFLOWS, click Workflow schemes.
- Select the desired scheme which you would like to add to the workflow.
- Click Add Workflow, and select Import From Bundle or Add Existing.
- 目的のワークフローと課題タイプを選択してください。
The issue type associated with the workflow is not associated with the project
When associating a workflow with a workflow scheme, you can link it to any issue type. Therefore, after activating a workflow by adding it to a workflow scheme, you must ensure that the associated issue type is available in the service project where the workflow scheme is applied.
If the issue type is not associated with the service project, the approval step won't be available on the workflow as well. So you must add the issue type to the service project.
To verify if the issue type is added to a service project follow the steps below:
Go to your project > Select Project Settings.
- On the right left panel select Issue Types to see if the issue type is listed.
To add an issue type to a service project
So that an issue type can be available on a service project, you have to add it to the issue type scheme associated with the project. To do so, follow the steps below:
- Select > Issues.
- From the left column, select Issue type schemes.
- Find the relevant issue type scheme and click Edit.
- To add an issue type to the scheme, drag it from Available Issue Types to Issue Types for the Current Scheme.
- When you're done, select Save.
Relevant articles
For more details about managing workflow and issue-type schemes, refer to the following documentation: