__JIRA 101_Customising JIRA_Adding a new Issue Status and Workflow

Depending on how your organisation is using JIRA, you might need to add a new step in the issue 'workflow'. A step in the workflow is called a status. For example, if you are using JIRA to track purchase orders, you might add a new Status called 'Purchase Approved.'

You can also create new workflows to accommodate the way a specific process works. To do this, you first create a workflow (often this is easiest to do by copying an existing workflow similar to the one you need). After setting up the workflow, you then activate it so that any issue types affected by the workflow can be updated to use the new workflow.

To add a new Status called 'Purchase Approved', and create a new workflow that has an extra step between 'Open' and 'In Progress':

1. Click Administration in the top navigation bar.
2. Click Issues > Statuses.
3. In the 'Add New Status' section, type 'Purchase Approved' in the Name field.
4. Click the Add button. The new status will appear in the list of status types in the 'View Statuses' section.
5. Click Issues > Workflows in the top navigation bar. (For more about Workflow, please see the documentation.)
6. Click the Copy link next to 'jira (Read-only System Workflow)'.
7. In the Workflow Name field, type 'Purchase Order Workflow'. Change the Description to 'Workflow for system purchase orders.'
8. Click the Copy button.
9. Click the Text button on the 'Purchse Order Workflow' screen.
10. In the 'Add New Step' form:
    
    1. In the Step Name field, type 'Purchase Approved'.
    2. In the Linked Status field, select 'Purchase Approved'.
    3. 追加ボタンをクリックします。
11. Click the Add Transition link next to Open:
    
    1. In the Transition Name field, type 'Approve Purchase'.
    2. In the Destination Step field, select 'Purchase Approved'.
    3. 追加ボタンをクリックします。
12. Click the Add Transition link next to Purchase Approved:
    
    1. In the Transition Name field, type 'Start Progress'.
    2. In the Destination Step field, select 'In Progress'.
    3. 追加ボタンをクリックします。
13. Click the Delete Transitions link next to Open. Select Start Progress and click the Delete button.
14. Click the Workflow Schemes tab in the left navigation column. Then click the Add Workflow Scheme button.
15. In the Name field, type 'Purchase Order Workflow Scheme'. Then click the Add button.
16. On the 'Purchase Order Workflow Scheme' window, click Associate an Issue Type with a Workflow button.
17. Select All Unassigned Issue Types from the Issue Type dropdown. Select Purchase Order Workflow from the Workflow dropdown. Then click the Assign button.
18. Click Projects > Purchase Orders.
19. Click the Workflows tab in the left navigation column.
20. Click the Actions cog on the right, then select Use a different scheme.
21. On the 'Associate Workflow Scheme to Project' screen, select Purchase Order Workflow Scheme from the Scheme dropdown. Then click the Associate button.
22. JIRA will begin the process of migrating the issues in the Purchase Order project to the new workflow scheme. Click Associate on the first 'Associate Workflow Scheme to Project' screen.
23. A screen will appear that tracks the progress of the migration. When it's complete, click Acknowledge.

To test what you have done, create an issue in the 'Purchase Orders' project. After you save the issue, an option for the Approve Purchase status should be available from the Workflow button dropdown, but an option called Start Progress.