![]() First, you create the workflow, then you add rules to it.įor this scenario, we'll create one rule for each type: on-change rule, on-schedule, state-machine, and action. Workflows are really nothing more than a container for a collection of rules. The set of values for this field in the Office Management project includes the following values: This is the default field that stores the state of the issue. This field stores the target date for approving or rejecting the purchase request. The set of values for this field in the Office Management project includes the value Purchase request. This is the default field that stores the issue type. You should be able to assign an issue to any member of the Office Management team. This is the default field that stores the user who is responsible for the issue. This project uses the following issue fields: Set Up the Projectįor this scenario, let's assume that you have a project named Office Management. ![]() You also want to give the responsible person a mechanism for postponing requests that require further investigation. Your task is to create a workflow that assigns new purchase requests to this person automatically and adds a tag to overdue issues. Purchase requests are expected to be reviewed and either approved or rejected within 2 weeks. If the workflow that fits your use case already exists, just attach it to your project and be done with it.Īssume there's one person on your team who is responsible for handling purchase requests for the office. It's always a good idea to check the list of default workflows and any custom workflows that have already been added to your installation. You have verified that the existing workflows do not support your use case. If you have Low-level Admin Write permission, you can create workflows and edit any workflow in the system. These tasks require that you have the Update Project permission in at least one project. You have permission to create and edit workflows. ![]() Before You Startīefore you start building your own workflows in YouTrack, take a minute to make sure you meet the following prerequisites: ![]() To learn how to write workflows in JavaScript, refer to the Developer Portal for YouTrack and Hub. In JavaScript, you can build automations that aren't supported using the drag-and-drop workflow constructor. Users who are familiar with computer programming languages can write their own workflows in JavaScript. This tutorial shows you how to create a workflow and define its rules using the Workflow Constructor. You can apply sets of rules to issues in a project and automate changes in issue states to make YouTrack adapt to your process. Workflows are the ultimate option for customizing YouTrack. ![]()
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