How to setup a rule to block status transition until task approval?

Monica Limas

Hi! 

I'm newer to Jira and I'm trying to setup a rule to automate an approval process between transitions, but I'm not seeing an option or do not know which option to choose. 

This is the summary of what I want to happen: 

When transitioning epic from discovery status to resourcing status, approvals must be received and if not, epic is blocked from being resourced. 

I'm envisioning some kind of comment, or maybe a field, that needs to be completed before the epic can move. If met then epic can be resourced. The issue is approvers are not reviewing specifications before the epic goes to a resourcing status. 

Any help would be greatly appreciated. 

Thanks!

Monica

Airbus Driver

Hey Monica,

You would want something like the following (for a company-managed project);

Create a custom field to track the 'Approval' first. In my example, let's create a custom field by navigating to System -> Issues -> Custom fields and create a new custom field of type Select List (single choice). Name it 'Approved' and add a single option called "True" or whatever else you want to indicate that the approval has been received.

Associate the custom field with the relevant screen.

Next, navigate to your workflow and find the transition between DISCOVERY -> RESOURCING. Click on the transition and click 'Conditions'. In the new page that pops up, click on 'Add Condition' and choose 'Value Field' and in the next page choose the following;

Field: Approved

Condition: =

Value: True (or whatever you added to the options when creating the custom field)

Comparison Type: String

Click 'Add' and publish your workflow. 

This condition will ensure that the transition to RESOURCING is not allowed until the 'Approved' field is set to 'True'