![]() ![]() To install the chosen Workflow into your YouTrack instance, just follow instructions from the Readme. Getting familiar with examples from this repo gives you some knowledge, what you can use Workflows for in your system. Each one of them has described requirements about fields and groups required for them to work. It’s GitHub repo with over 40 different Workflows. After you get familiar with Workflows shipped with YouTrack, the best place for the next step is the official Custom Workflow Repository. Inbuilt YouTrack Workflows are good point to start, but obviously the possibilities are much greater than using just them. If any rule has unmet requirements, it will simply have no effect. You should always check Workflows attached to the project when you change / remove fields from the project or create a new project to make sure that all attached rules work. To fix this, you can add this field to the project manually or let YouTrack do the job for you by simply clicking the “Configure project” button and confirming changes. The “Due Date” field, on which the rule operates, does not exist in this project. When I click on the rule, in details panel, I can see an error description. Pretty useful, it assures all issues will have all fields filled in, which we need in our process.Īfter I attach this Workflow to my project, by the project settings page, it shows up on the list with a red “requires setup” label on it and on the rule inside. When someone tries to submit an issue leaving this field blank, he will get the error message. This Workflow has only one rule that prevents users from creating issues without setting value for “Due Date” field. I want to add inbuilt Workflow “Mandatory Field” to my project. When you attach some Workflows to your project, you may end up with unmet requirements. go to “edit project” page, select “Workflows” tab, click on the “Attach workflow” button and select chosen Workflow from the dropdown list.select chosen Workflow, click on the plus button in the details panel and select the project,. ![]() For this purpose select some Workflows and click “Enable / Disable auto-attach” button above the list.Ĭhanging “Auto-attach” will not affect existing projects. You should spend some time getting familiar with available Workflows and decide, which would you like to have added to new projects. That means that Workflow will be automatically added to new project you create. On some Workflows you will see an “auto-attach” label. Rule scripts are easy to read too, and we will get into detail about them later. Each Workflow and rule has a pretty self-explanatory name, but if you are not sure what does it do, you can click it and investigate custom rule script in details panel on the right. There you will see a list of Workflows currently installed in your system.Įach Workflow on the list contains one or more rules, that you can see expanding the Workflow. When you make sure you have the right permissions, firstly check out default Workflows available in your YouTrack instance. It will be required for all further actions. So, if you want to start with Workflows, you will need to have a global Low-level Administration permission. With workflows, you can easily notify teams about events, enforce policies, execute periodic tasks, and support the processes followed by your organization. integrate with external services performing HTTP requests,.prevent doing some changes in specified conditions,.send email notifications to defined users,.change issue state or field values in response to events,.You are mostly limited by your imagination, as the Workflows can for example: You change your tool to match your needs, not the other way. What is the benefit of using Workflows? One can customize how YouTrack works according to company’s policy, project management style or developers’ needs. Those events can be any issue-related changes, for example issue creation, update or transition between states. They are executed automatically when certain events occur periodically with CRON-like specified time schedule. Workflows are sets of custom rules that hook up into YouTrack system. Today we would like to share our thoughts about one of the best features provided by JetBrains - YouTrack Workflows. Last time we explained, why we have moved from Jira to YouTrack. Before we start to talk about YouTrack Workflows - read why we changed our project managment tool and migrated from Jira to Youtrack!
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