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Example condition User Is In Group Custom Field - workflow

Benjamín Alexander Mella Marilao

Hello everyone

I would like to know how to use the condition called "User Is In Group Custom Field" - workflow

I currently have an old project with this condition and I have not been able to verify its operation

" User Is In Group Custom Field | Condition to allow only users in a custom field-specified group to execute a transition."

Accepted answers

Haddon Fisher

You tell this condition which "single group picker" custom field on your issue you want to use. It then hides this transition from any user who is not a member of the group identified.

For example,

Your issue has a "single group picker" custom field called "Approvers".
On the "Approve" transition out of the "Pending Approval" status, you add a "User Is In Group Custom Field" condition, looking at the "Approvers" field.
Alice is viewing TICKET-1, which is in the "Pending Approval" status. The "Approvers" field is set to "Managers".

If Alice is a member of the "Managers" group, she will see the "Approve" transition. If she is NOT a member of "Managers", she will not see the transition.

I have used this in cases where the approvers of a ticket depends on another field, like priority or impact\urgency.

All comments

Haddon Fisher

You tell this condition which "single group picker" custom field on your issue you want to use. It then hides this transition from any user who is not a member of the group identified.

For example,

Your issue has a "single group picker" custom field called "Approvers".
On the "Approve" transition out of the "Pending Approval" status, you add a "User Is In Group Custom Field" condition, looking at the "Approvers" field.
Alice is viewing TICKET-1, which is in the "Pending Approval" status. The "Approvers" field is set to "Managers".

If Alice is a member of the "Managers" group, she will see the "Approve" transition. If she is NOT a member of "Managers", she will not see the transition.

I have used this in cases where the approvers of a ticket depends on another field, like priority or impact\urgency.

Benjamín Alexander Mella Marilao

Is it only for fields of type "user selection"?

If it were the case of a different field as I group the user with the field

In this case, the user must have a group defined and the field must be associated with a value of the field, in order to advance the workflow.

Benjamín Alexander Mella Marilao

This conditión example: The selected field is not of type "user selection"

Haddon Fisher

This condition is explicitly about groups, so I don't believe you could use either the single or multi-user picker fields here.

In addition to the single and multi-group pickers, I know you can use the single select list; my guess is that you could use others as well as long as the result is a string.

The key would be ensuring that your list values stay in sync with the group names as the condition would always fail otherwise.

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