Editing a Booking Flow

In this article, you'll learn how to edit an already existing Booking Flow.

Info

The process described in this article also applies to creating a Custom Booking Flow.

Requirements

• You must be a Jira Administrator to edit Booking Flows. For more details, refer to the Permissions article.

Editing a Booking Flow

1. In the Booking Hub, click the Open button to open the Booking Flow you want to edit.

2. Click the Booking Flow grey button.

3. Click the Edit button and define the following settings:

General

• Enabled: Enable or disable the Booking Flow using the toggle. Disabled flows are moved to the Disabled Configuration section in the Booking Hub.

• Name: Enter a name for the Booking Flow.

• Description: Provide a description.

• Project: Select the Jira project used for booking requests.

• Issue Type: Choose the issue type used for booking requests.

Custom Fields

Important

The following fields must be available on the Create screen for the selected issue type.

• Start field: Select the Date-Time Picker custom field used for the start time of the booking.

• End field: Select the Date-Time Picker custom field used for the end time of the booking.

• Resource field: Select the Select List (single choice) custom field used for the resource being booked.

Link conflicts

• Link Conflicting Tickets: Toggle to enable or disable the automated linking of conflicting booking requests. When enabled, related conflicts are grouped together.

• Issue Link Type: Select the issue link type to use for linking conflicting booking requests.

Statuses

• Trigger Status: Choose the status that will trigger the conflict detection. When the Jira work item transitions to this status, conflicts will be checked, and an entry will be added to the Booking activity panel. If enabled, conflict linking and auto-approval will also be applied.

• Confirmed Statuses: Define the statuses that represent valid bookings. Only bookings with these statuses will be included in the conflict-checking process.

Auto-Approval

• Auto approve request: Toggle to enable or disable the auto-approval of booking requests. When enabled, a Jira work item that reaches the trigger status will be automatically transitioned to either the approved or rejected status.

• Approved: Set the target status for approved tickets.

• Rejected: Set the target status for rejected tickets.

Save or Cancel Changes

• Click Save at the bottom-right to apply your changes.

• Click Reset to discard your current changes and continue editing.

• To discard changes and switch to read-only, click Cancel Edit at the top.