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Require a form for a transition

Require a form for a transition

Hey,
Is it possible to have a transition between two statuses to require a form to be filled in?

We have an internal RMA form that i want to require is filled in before a ticket can move on to the next step in the workflow. So far I've only been able to find field validations and similar things, but none of the fields in the form seem to be an option I can pick.

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1 vote

Hello Hampus,

Yes it is possible. There is a validator which prevents users to not transition the issue without submitting the attached form.

It throws the following error.

Hope this helps.

Regards,
Megha

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Hi,
How did you add this, as the option is not available to me.
I also see that you are using the old workflow editor in your screenshot, and I am not able to open this in my project.

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Hi,

Can you share the screenshot of what it looks like??

We use DC in our organisation, I just used cloud free trial to demonstrate the solution for you.

If you have the Proforma forms then you must get this option under validator.

Regards,
Megha

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First I create a transition between 2 statuses, and then I add a rule.
Inside here I can find the validation field, but forms are not an option.

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Hi,

I meant in the workflow, no need for automation rule in forms.

Regards,

Megha

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Hi,

This is in the workflow.
These are the options I have to work with.

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Create a form, add to the respective request type, then go to the transition in which you want to make the forms mandatory and add tha validator.

Regards,

Megha

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