Update Status
1. Update Status
1.1. Prerequisites
A user with administrator permissions, updates an existing Status.
1.2. How to
To update an Status within the Budget Management for Jira, follow these steps:
1.2.1. From your admin section, on your left-hand side menu click on the settings icon, this action will take you to the overview page.
1.2.2. On the left-hand side menu, click on Status, which will open the Status modal.
1.2.3. To update an existing status, locate it in the list and click on the three-dot menu (...
) under the Options column. From the dropdown, select Update.
1.2.4. Proceed by clicking on “Update” button.
1.3. Constraints
When it comes to updating a Status , there are a few important considerations.
1.3.1. Failing to fill in all required fields will prevent the update.
1.3.2. The Status type field is mandatory for the update form.
1.3.3. You must have the necessary permissions to update a Status.
1.3.4. If the Status name is already in use, the update will fail.
1.4. Issues that may arise
When you're attempting to update a Status, there are a couple of potential issues that might come up.
1.4.1. Lack of admin permissions will prevent you from proceeding.
1.4.2. Missing required fields will trigger an error message.
1.4.3. Trying to update with a duplicate Status name will result in an error.