Book Image

JIRA 7 Essentials - Fourth Edition

By : Patrick Li
Book Image

JIRA 7 Essentials - Fourth Edition

By: Patrick Li

Overview of this book

Atlassian JIRA is an enterprise-issue tracker system. One of its key strengths is its ability to adapt to the needs of the organization, ranging from building Atlassian application interfaces to providing a platform for add-ons to extend JIRA's capabilities. JIRA 7 Essentials, now in its fourth edition, provides a comprehensive explanation covering all major components of JIRA 7, which includes JIRA Software, JIRA Core, and JIRA Service Works. The book starts by explaining how to plan and set up a new JIRA 7 instance from scratch for production use before moving on to the more key features such as e-mails, workflows, business processes, and so on. Then you will understand JIRA's data hierarchy and how to design and work with projects in JIRA. Issues being the corner stone of using JIRA, you will gain a deep understanding of issues and their purpose. Then you will be introduced to fields and how to use custom fields for more effective data collections. You will then learn to create new screens from scratch and customize it to suit your needs. The book then covers workflows and business processes, and you will also be able to set up both incoming and outgoing mail servers to work with e-mails. Towards the end, we explain JIRA's security model and introduce you to one of JIRA’s new add-ons: JIRA Service Desk, which allows you to run JIRA as a computer support portal.
Table of Contents (17 chapters)
JIRA 7 Essentials - Fourth Edition
Credits
About the Author
About the Reviewer
www.PacktPub.com
Preface

Authoring a workflow


So, let's take a look at how to create and set up a new workflow in JIRA. To create a new workflow, all you need is a name and description:

  1. Browse to the View Workflows page.

  2. Click on the Add Workflow button.

  3. Enter a name and description for the new workflow in the Add Workflow dialog.

  4. Click on the Add button to create the workflow.

The newly created workflow will only contain the default create and open status, so you will need to configure it by adding new statuses and transitions to make it useful. Let's start with adding new statuses to the workflow using the following steps:

  1. Click on the Add status button.

  2. Select an existing status from the drop-down list. If the status you need does not exist, you can create a new status by entering its name and pressing the  Enter key on your keyboard.

  3. Check the Allow all statuses to transition to this one option if you want users to be able to move the issue into this status regardless of its current status. This will create a global...