Missing Workflow Transitions on items

Author: Riya Ray

Date: June 24, 2025

Audience: Everyone

Environmental details: Cloud and Self-hosted instances

Summary

Some Items are missing the Workflow transitions in the GUI. This may be because the global workflow setting is not using all the pick list value options. Each project can customize the workflow by overriding the global workflow setting. Review with your Jama Administrators and any system change control board if having unique project workflow settings is recommended or if it is better to update the global workflow setting. Below solution shows how a unique project can customize and override the global workflow setting.

Solution

1. Login to your Jama instance with Admin credentials and Navigate to the Admin tab
2. Select the Project tab.
3. Select the Project which contains the impacted items.
4. When you select the project, on the right-side, you will see a list of options. Select the Workflow tab.
5. Scroll through the list and click on the Override button for the impacted itemType. 
   
6. This will prompt a pop-up. Click Yes to proceed:
   
7. This will then open up the Workflow options.
8. Proceed to Save the settings (You do not have to make any changes).
   
9. Once the override is applied, you will see that there are two Action options now for the concerned itemType.
10. Click on the Remove Override. 
    
11. This should technically rebuild the workflow statuses and reinstate the missing transitions.

Additional Information/Metadata

• Workflow transitions

References

• Success Programs
• Success Catalog
• Datasheets
• Request a Solution Offering or Training from the Success Catalog

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