How to add fields to existing custom modal window between workflow steps?

[Yuliia]

Hey, 

There is already created modal window in the custom workflow with specific fields. But now I need to add new fields to the same modal window to gather feedbacks (I need smth like "Rate" with a drop-down to enter numbers from 1 to 10 and "Feedback comment" field). Unfortunately, I couldn't find any info on how to add couple of new fields to the existing custom modal window when transferring the ticket from 1 status to another. 

The issue is that we don't want to create any new modal to the flow and would like to reuse existing by extending them with couple of new fields.

Please, help me to understand if its possible and how to do that? 

Thanks!

[Jeroen Poismans · Accepted solution]

Hi and Welcome to the Atlassian Community!

Let's start of with mentioning that you will need jira admin priviliges to do the following.

There are several ways of doing this:

• Screens overview
• From the workflow

We will try and do it from the workflow here. Locate the workflow and the transition where this screen is shown. Select the transition and by doing so you will see the name. of the screen:

Click on the screen name and to will be able to add fields to the screen. Be carefull, if this screen is used in other workflows, the changes will persist there too!

Regards!

[Yuliia]

Hi Jeroen! Many thanks for your answer. But I have 1 more question.

"if this screen is used in other workflows, the changes will persist there too" - Can I set it up per each workflow individually? Are there any workarounds? (e.g. I have 5 workflows where the same screen is used but I need to apply these changes with new fields in the modal window ONLY into 2 of them. I don't need these changes across all workflows). Thanks!

[Jeroen Poismans]

Hi,

Then you would have to copy the screen from the Screens overview: Find your screen there by name and to the right you have 3 dots where you can make a copy.

Give your copy a logical name eg when it's going to be used in a transition, prefix it with something you can easily find. I use the "Transition | " prefix for all screens used in workflows, with a short description to what the screen does or what info it is asking for or maybe a reference to where it is used in workflows ... It can be anything really, as long as it makes sense to you :-). You can now edit your copy (again from the Screens overview).

With the new screen created you can now link it to the transition in one or mor workflows.

[Yuliia]

Hopefully I understood the flow correctly:

1) In Screens overview: I'm creating a copy of the existing modal that I need to edit.
2) Add "Transition | " prefix, short description to it or anything that is required to be entered on this step.
3) Placing a copy to the correct place to each of 2 workflows and delete the existing modal that is going to be replaced.

But I'm concerned whether the deletion of modal from these 2 workflows that is common and used for 5 (all) workflows, will affect the rest 3 workflows that I don't want to modify or remove the modal from there? Seems like yes, but I don't want to edit or remove the modal from those 3 workflows.

Thanks again.

[Jeroen Poismans]

You don't delete the other (old) screen, you leave it to be used on the workflows where you don't need the new screen. You only replace the transition screen on the workflow where you need it.

I think you should read into these topics, to get a complete picture:

https://confluence.atlassian.com/jirakb/map-a-screen-to-a-workflow-transition-in-jira-company-managed-projects-720634253.html

https://confluence.atlassian.com/jirakb/add-a-custom-field-to-transition-screen-718834736.html

I know these are Jira Datacenter resources, but the principle remains the same.

Jeroen

[Yuliia]

Many thanks for your help, will take a look:)