I work with Salesforce developers. Right now, if someone needs to do a data load, for any reason, it just happens. No discussion, no tracking or insight into it. We are trying to centralize this process and have a Data Load project in Jira so we have visibility into who is doing data loads, when and why.
To solve this, I've added a field out our scrum work items (Jira software project, company managed) called "data load needed". The only options are blank or Yes. If that field is changed to Yes, then I would like a screen to appear where additional fields can be filled out and it will create a work item in our Jira Data Load project (Jira kanban, company managed).
My question is, do I have to do this on a status transition (ie - new to building), or can I trigger it whenever the field is switched to Yes? We already have a different screen associated with the transition to close, so I don't think I can associate this additional screen there.
Can I create an automation where if the field = Yes it will bring up additional fields to create a work item? Or can this only happen on status transition?
Thanks!
HI @Amy Schindel
Unfortunately, Jira doesn't provide an opportunity to show a different screen based on field selection in transition. So, you can't open other screen from another screen.
You can use the Dynamic Forms plugin from Deviniti, which provide the opportunity to open other fields based on one field selection in one screen. You can read more in the documentation.
https://deviniti.com/support/addon/cloud/dynamic-forms/latest/transition-screens/
Will wait for you feedback, if it is helpful or not.
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