Skip to main content

Jama Connect User Guide

Use workflow to batch transition items

With batch transitions, you can select multiple items of the same item type and transition them to a different workflow status.

Important

All items that you transition must be in the same state. For example, you might batch transition all "In Progress" items to a "Complete" status, but you can't select both "In Progress" and "Proposed" items for batch transition.

To use workflow to batch transition items:

  1. Select the project, folder, or set that contains the items you want to transition and view them in List View. Select the items you want to transition, then select Actions > Batch transition

    In List View, select items to transition then select an action from the toolbar.
  2. In the Batch Transition Workflow window, confirm your item selection, choose the status, add a comment, then select Commit.

    Select a status, add an optional comment, then select Commit.

    Your comment appears in the version history of the item and as an activity in the stream.

    A batch transition is the only way to add a version or notification comment.

    Version and notification comment appear in the item's version history and as activity in the stream.

    Comments appear in an item's version history and as activity in the stream.
  3. The status change is shown for each item you transitioned. 

    Status change appears for each transitioned item.