how do i re-assign a Jira Integration workflow to someone else?

abacusadm

...author of the workflow left our org,...and the workflow now is in a disabled state.

Genevieve P.

Hi @abacusadm

It isn't currently possible to transfer the ownership of Jira workflows, you will need to recreate them.

Before you do so, I would suggest creating a generic service account through your IT team to avoid the need to transfer workflows in the future. (The account you use to recreate the workflows must have access to all of the same Jira projects as well as all of the target sheets in Smartsheet.)

There are currently two methods that you can use to recreate the workflows if maintaining the current workflow owners in your Smartsheet account is not an option: 

Option 1 - Screenshot the old workflow configuration

• Currently, the easiest method to duplicate a workflow is to work with the employee who is leaving the company and have them disable their workflow.
• Once their workflow is disabled, edit the workflow.
• You can create a new identical workflow as them and make sure to verify all of the same settings are in place in each workflow, and have it point to the same Sheet and JIRA project if needed.

Since your user has already left the organization, ask your IT department and System Admin to give you access to the old user's account so that you can login to the connector with their credentials.

Option 2 - Read and translate the Workflow Execution File

If you are unable to access the account, you can obtain a copy of the Workflow Execution file for each of the Workflows to determine how each is setup, then you can map same fields in a new Workflow.

Cheers,

Genevieve

Genevieve P.

Hi @abacusadm

It isn't currently possible to transfer the ownership of Jira workflows, you will need to recreate them.

Before you do so, I would suggest creating a generic service account through your IT team to avoid the need to transfer workflows in the future. (The account you use to recreate the workflows must have access to all of the same Jira projects as well as all of the target sheets in Smartsheet.)

There are currently two methods that you can use to recreate the workflows if maintaining the current workflow owners in your Smartsheet account is not an option: 

Option 1 - Screenshot the old workflow configuration

• Currently, the easiest method to duplicate a workflow is to work with the employee who is leaving the company and have them disable their workflow.
• Once their workflow is disabled, edit the workflow.
• You can create a new identical workflow as them and make sure to verify all of the same settings are in place in each workflow, and have it point to the same Sheet and JIRA project if needed.

Since your user has already left the organization, ask your IT department and System Admin to give you access to the old user's account so that you can login to the connector with their credentials.

Option 2 - Read and translate the Workflow Execution File

If you are unable to access the account, you can obtain a copy of the Workflow Execution file for each of the Workflows to determine how each is setup, then you can map same fields in a new Workflow.

Cheers,

Genevieve