Open a Screen on workflow transition based on issue type

[James Woyciesjes]

I have a workflow that covers the Task and Story issue type. Is it possible to create a transition rule/validation such that when I move a Story to Close, it opens "Screen A" but if I move a Task to Close, opens Screen B (or no screen at all)?

[John Funk · Accepted solution]

Hi James,

Yes you can do that - you will just need to create two transitions to Close. But a Condition on each where for one the Work Type (Issue Type) is Story and for the other one Task. Then add the appropriate screen to each transition. 

[James Woyciesjes]

@John Funk I tried this and it didn't work initially so I started over and was able to get it to work. Thanks.

The interface for the new Jira cloud Workflow/Transition editor is not as clean when it comes to reviewing options for conditions.

[John Funk]

And you are saying that using that Transition, it lets other Issue Types move to Done? Did you update the Workflow after making the change? Did you create the second transition yet? 

[John Funk]

Sorry, I updated it before seeing your reply. Glad it is working!!

[Anthony Morais]

Hi @James Woyciesjes 

Yes, that’s possible — but not within a single shared workflow transition.
In Jira, each transition can only have one screen configuration, so if your Task and Story issue types share the same workflow, you can’t dynamically show different screens based on the issue type.

The recommended approach is to:

Split the workflow — create two separate workflows, one for Tasks and another for Stories.

In each workflow, configure the “Close” transition with its own screen (e.g. Screen A for Stories and Screen B for Tasks).

Then assign each workflow to the corresponding issue type in the same workflow scheme.

That way, Jira will open the correct screen depending on the issue type.

[James Woyciesjes]

Thanks Anthony. My current solution involved creating two separate workflows however, I want to see if I could do it in one as an option to help with upkeep. There are pros and cons to each approach.