Mandatory Solution Field

Stephanie Kohne

Good day, 

Am I doing this right?

I have created a custom field added to the request types for "Solution" I haven been struggling to find a way to make the "Solution" field Mandatory to be filled in before the request may transition Resolved/Done

Any Advice?

Sincerely, Stephanie

 

 

Jack Brickey

Hi Stephanie,

Here is how to handle this. Basically, you need to set a Validator on the transition into Resolved/Done. Here is how:

1. edit the work (i find diagram mode easiest) - project > project settings > workflows
2. find the transition into Resolved/Done and double click it
3. on the right there are some properties - select Validator
4. Add a validator of type custom field required and select your Solution custom field. you should also add an error message that explains to the user performing the transition of this requirement
5. Next you need to add a screen to the transition. Again you will see this option in the modal that pops up when selecting the transition. You may already have a screen for this and if so then simply add Solution field to the screen. If not then you will need to create a new screen and then associate to that transition. To add a screen continue to step 6.
6. add transition screen - project settings - screens - add screen, call it something like "Solution required on resolve"
7. Publish the workflow

Note:

• If not already the case you should also include Resolution field in this very same manner as that is important to do when resolving issues in Jira. This will allow the user performing the transition to select from the list of resolutions: done, won't do, canceled, cannot reproduce, etc. the Solution and Resolution fields would go on the same transition screen

hope this helps