Removing a status from an active workflow. Step by step instructions required.

[Dave Gunn]

Removing a status from an active workflow. Step by step instructions required.

Hi all.  Having added a status recently, our senior staff have changed their mind and want it removed.

Can someone provide step by step instructions?  I've seen an answer to the question but it seems to be an overview.

Thanks

[Marco Brundel · Accepted solution]

Hi @Dave Gunn ,

I recommend the following steps:

1. Check if there are any issues in the status to be deleted.
2. If so, ask the business to move these issues to a different status.
3. Check if the workflow is used in other projects and if they want to keep using the status. I assume this is not the case.
4. Make a copy of the workflow and delete the corresponding status in the copy.
5. In the relevant workflow scheme, replace the workflow with the copy.

Regards, Marco

[Jack Brickey]

You don’t have to move them prior to making the workflow changes but you certainly can and it might provide more piece of mind or unless the issues in the to-be-removed status are to move to different statuses. When you go to associate the new (old) workflow that removes the status, if any issues are in the ‘removed status’ you will be prompted to move them to a remaining status. Also, if you saved a copy of your original status you can simply associate the original filter directly.  

[Dave Gunn]

Hi

Sorry but I'm still struggling with this.  I work on a busy servicedesk and exact step by step instructions would help.

'Replace the workflow with the copy'.  How exactly?

'Make a copy'.  How exactly?

[Jack Brickey]

1. click on the cog in upper right
2. click on issues
3. click on workflows
4. find workflow in the list
5. Click on the ellipses on the far right
6. choose copy
7. Scroll all the way to the bottom
8. open the Inactive workflows
9. find your “copy”
10. Edit
11. rename
12. change the workflow
13. go back to your project
14. Project settings
15. workflows
16. Click Add workflow
17. Add existing
18. find and select workflow
19. associate to the desired issuetypes
20. follow prompts to complete the process
21. test, test, test

documentation - what-are-jira-workflows 

[Dave Gunn]

Good instructions.  Thanks