Jira automation - Checkbox field data

[Yogesh Mude]

I have a custom fields called Customer of type checkbox and while moving an work item to In progress state, if the user selects that check box then the new work item should be created.

For this i was using issue transitioned trigger and to check whether the Customer is selected or not based on this condition the new work itesm should be created.

Any idea how i add/check this check box field values and then proceed furhter.

[Priyanka Khare · Accepted solution]

Hi @Yogesh Mude 

To create a new work item when a checkbox custom field named Customer is selected during a transition to the In Progress state:

1. Trigger: Use the Issue transitioned trigger (e.g., when the status changes to "In Progress").
2. Condition: Add an Issue fields condition:
   • Field: Customer (your checkbox field)
   • Condition: contains
   • Value: The specific checkbox option (e.g., "Yes", "Selected", etc.).
3. Action: Add a Create issue action to generate the new work item.

Important Note-  Since checkbox fields can have multiple selections, use "contains" rather than "equals" to check if the desired option is selected.

[Yogesh Mude]

@Priyanka Khare Nope, its not working, i tried already and the checkbox field is on issue transition screen and user will select the value while transitioning the work item to In progress.

[Yogesh Mude]

@Priyanka Khare It was my mistake as i have added clear field PF on the issue transtiion which is why i am not getting the field value hence the automation is not working as expected.

Thank you for the support.

[Priyanka Khare]

I would appreciate if you accept the answer @Yogesh Mude 

[Marc - Devoteam · Accepted solution]

Hi @Yogesh Mude 

Use the Work Item Field Condition to achieve this.

[Yogesh Mude]

@Marc - Devoteam I checked and its not working with Field condition. you can take a look at the below attached snaps.

[Yogesh Mude]

One more thing the checkbox field is on issue transition screen and user will select the value while transitioning the work item.

[Marc - Devoteam]

Hi @Yogesh Mude 

I suggest to use the Edit work Item trigger.

Then use conditions to see if the status is In Progress and a condition on the checkbox field.

A Transition screen field action is an update to a field not a tranisitioon change.

[Yogesh Mude]

Doy ou mean Field value changes?

[Marc - Devoteam]

Hi @Yogesh Mude 

Yes.

[Yogesh Mude]

@Marc - Devoteam 

It was my mistake as i have added clear field PF on the issue transtiion which is why i am not getting the field value hence the automation is not working as expected.

Thank you for the support.

[Marc - Devoteam]

Hi @Yogesh Mude 

Please accept my answer as a solution, if my answer helped to solve your request.

This will help other community member trying to solve the same.

P.S. If the answer is very valuable to you, please share some kudos.

[Ashok Shembde · Accepted solution]

Hi @Yogesh Mude ,

You need to set up an automation rule with the trigger: 'Issue transitions to In Progress'. Then, add a condition to check if the 'Customer' checkbox field has a specific value selected. If the condition is met, set the action to create a new issue. This will resolve your requirement.

Thanks!

Ashok

[Yogesh Mude]

May i ask you what is the condition you have been used Or do i need to use? Like smart value comparison or field value?

Also, i wanted to know to log the selected value of that field.

[Yogesh Mude]

Do you have any example code please

[Ashok Shembde]

You can use field value condition.

[Yogesh Mude]

I already used that and its not working..

[Ashok Shembde]

Can you provide the complete Jira automation rule?

[Yogesh Mude]

if you see attached snps, this is the first condition that i have added and checking the field values of type check box ie. Create Cusotmer..if yes, then go ahead and do the rest action.

But the first conditions itself is failing.

[Yogesh Mude]

@Ashok Shembde One more thing the checkbox field is on issue transition screen and user will select the value while transitioning the work item.

[Ashok Shembde]

Please check this try according