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Fix up Projects workflow articles (#36306)
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@ -1,6 +1,6 @@
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---
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title: Adding items automatically
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intro: You can configure your project's built-in workflows to automatically add items from a repository that match a filter.
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intro: You can configure your project's built-in workflows to automatically add items from {% ifversion projects-v2-duplicate-auto-add %}repositories{% else%}a repository{% endif %} that match a filter.
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versions:
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feature: projects-v2-auto-add
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type: tutorial
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@ -10,7 +10,7 @@ topics:
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## About automatically adding items
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You can configure your project's built-in workflows to automatically add new items as they are created or updated in a repository. You can define a filter to only add items that meet your criteria.
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You can configure your project's built-in workflows to automatically add new items as they are created or updated in a repository. You can define a filter to only add items that meet your criteria. {% ifversion projects-v2-duplicate-auto-add %} You can also create multiple auto-add workflows, each workflow can have a unique filter and target a different repository. {% endif %}
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When you enable the auto-add workflow, existing items matching your criteria will not be added. The workflow will add items when created or updated if the item matches your filter. For more information on manually adding items, see "[AUTOTITLE](/issues/planning-and-tracking-with-projects/managing-items-in-your-project/adding-items-to-your-project#bulk-adding-issues-and-pull-requests)."
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@ -26,6 +26,8 @@ The auto-add workflow supports a subset of filters. You can use the following fi
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All filters, other than `no`, support negation. For example, you could use `-label:bug` to add issues that do not have the "bug" label.
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{% ifversion projects-v2-duplicate-auto-add %}
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The auto-add workflow is limited per plan.
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| Product | Maximum auto-add workflows |
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@ -36,30 +38,39 @@ The auto-add workflow is limited per plan.
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| {% data variables.product.prodname_ghe_cloud %} | 20 |
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| {% data variables.product.prodname_ghe_server %} | 20 |
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{% endif %}
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## Configuring the auto-add workflow in your project
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{% data reusables.projects.access-workflows %}
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1. In the "Default workflows" list, click **Auto-add to project**.
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1. In the "Default workflows" list, click **Auto-add to project**{% ifversion projects-v2-duplicate-auto-add %} or one of the auto-add workflows you have previously duplicated{% endif %}.
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1. To start editing the workflow, in the top right, click **Edit**.
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1. Under "Filters", select the repository you want to add items from.
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1. Under "Filters", select the repository you want to add items from.
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1. Next to the repository selection, type the filter criteria you want items to match before they are automatically added to your project.
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1. To enable the new workflow, click **Save and turn on workflow**.
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{% ifversion projects-v2-duplicate-auto-add %}
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## Duplicating the auto-add workflow
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You can create additional duplicates of the auto-add workflow. Each workflow can target a different repository, allowing you to add items from up to four repositories. You can target the same repository with multiple workflows if the filter is unique for each workflow.
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Once you have duplicated a workflow, you can click **Edit** to start making changes to it. For more information, see "[Configuring the auto-add workflow in your project](#configuring-the-auto-add-workflow-in-your-project)."
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{% data reusables.projects.access-workflows %}
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1. In the list of workflows, next to "Auto-add to project" click {% octicon "kebab-horizontal" %}.
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1. In the menu, click **{% octicon "duplicate" %} Duplicate workflow**.
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1. To save your new workflow, when prompted, type the name you want to use for the new workflow.
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{% endif %}
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## Further reading
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@ -22,21 +22,15 @@ Projects also have a limit on the number of archived items they can contain. You
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## Configuring automatic archiving in your project
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{% data reusables.projects.access-workflows %}
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1. In the "Default workflows" list, click **Auto-archive items**.
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1. Next to **When**, check the item type(s) that you want to automatically archive.
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1. In the "Default workflows" list, click **Auto-archive items**.{% ifversion projects-v2-workflows-ui-refresh %}
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1. In the top right, click **Edit**.
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1. Next to {% octicon "filter" aria-label="The filter icon" %}, type the filter criteria you want to use to automatically archive items. You can only use the `is`, `reason`, and `last-updated` filters. For more information about filter syntax, see "[AUTOTITLE](/issues/planning-and-tracking-with-projects/customizing-views-in-your-project/filtering-projects)."
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1. If the workflow is disabled, click the toggle next to **Off** to enable the workflow.
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{% endif %}
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1. Next to **When**, check the item type(s) that you want to automatically archive.
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1. Next to {% octicon "filter" aria-label="The filter icon" %}, type the filter criteria you want to use to automatically archive items. You can only use the `is`, `reason`, and `last-updated` filters. For more information about filter syntax, see "[AUTOTITLE](/issues/planning-and-tracking-with-projects/customizing-views-in-your-project/filtering-projects)."{% ifversion projects-v2-workflows-ui-refresh %}
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1. To save your changes and enable the workflow, click **Save and turn on workflow**.{% else %}
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1. If the workflow is disabled, click the toggle next to **Off** to enable the workflow.{% endif %}
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## Further reading
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@ -2,3 +2,4 @@
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versions:
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fpt: '*'
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ghec: '*'
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ghes: '>=3.8'
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@ -0,0 +1,4 @@
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# Issue 9608
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versions:
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fpt: '*'
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ghec: '*'
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@ -0,0 +1,5 @@
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# Issue 9608
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versions:
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fpt: '*'
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ghec: '*'
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ghes: '>=3.10'
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@ -1,5 +1,6 @@
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1. Navigate to your project.
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1. In the top-right, click {% octicon "kebab-horizontal" aria-label="The menu icon" %} to open the menu.
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1. In the menu, click {% octicon "workflow" aria-label="The workflow icon" %} **Workflows**.
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@ -1,17 +1,24 @@
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{% ifversion projects-v2-workflows-ui-refresh %}
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{% data reusables.projects.access-workflows %}
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1. Under **Default workflows**, click on the workflow that you want to edit.
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1. Under "Default workflows", click on the workflow that you want to edit.
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1. In the top right, click **Edit**.
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2. If the workflow can apply to both issues and pull requests, next to **When**, check the item type(s) that you want to act on.
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1. Select whether the workflow should apply to issues, pull requests, or both.
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1. Under "Set value", choose the value that you want to set the status to.
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1. To save your changes and enable the workflow, click **Save and turn on workflow**.
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3. Next to **Set**, choose the value that you want to set the status to.
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{% else %}
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4. If the workflow is disabled, click the toggle next to **Off** to enable the workflow.
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{% data reusables.projects.access-workflows %}
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1. Under "Default workflows", click on the workflow that you want to edit.
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1. Select whether the workflow should apply to issues, pull requests, or both.
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1. Next to "Set", choose the value that you want to set the status to.
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1. If the workflow is disabled, click the toggle next to "Off" to enable the workflow.
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{% endif %}
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