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Can a workflow user manually populate a custom user field?

Phil Bustin

In an issue, can a user select a status called "Business Analyst Assigned", which invokes transition "Assign Business Analyst", and somehow at that point select a pick-user-field value (if my terminology is correct)?

If not, how might a user populate the field?

Accepted answers

Trudy P Claspill

If you are working with a Company Managed plan, you can create a custom Screen that includes that field. Then attach the screen to the transition in the workflow. When that transition is selected, the screen will display.

Vera_dipln6

You can definitely do that in Jira Cloud!

You simply need to create transitions between the original status -> Business Analyst Assigned. Once the transition is created, click on the transition, select Edit, add a screen which contains only the user picker field and publish the workflow.

See in-depth steps below.

Step 1: Create the Business Analyst Assigned Screen

Select Settings
Select Issues.
Select Screens.
Select the blue Add screen button.
Give it a name/description and click Add.

Step 2: Create the Business Analyst User Picker Field

Select Settings
Select Issues.
Select Custom Fields.
Select the blue Create custom field button.
In the "Select a Field Type" window, scroll down until you locate the User Picker (single user) option and select it. Give it a name/description and click Next.
In the "Issues" screen, select the checkmark next to the screen name that you created in Step 1.
Select Update.

Step 3: Create the Business Analyst User Picker Field

Select Settings.
Select Issues.
Select Workflows.
Select the actions (...) button of your workflow and click Edit.
Mouse over the original status and drag the little circle to the "Business Analyst Assigned" status to create a new transition. Give it a name.
Locate the Screen section and select the screen created in Step 1.
Click Add.
Lastly, select Publish Draft.

Afterwards, locate an issue that is utilizing the workflow and try changing the status to see if the screen pops up. As soon as the status is changed, you should receive a window that asks for the assignee which can be edited.

Let me know if you have any questions!

All comments

Trudy P Claspill

Vera_dipln6

You can definitely do that in Jira Cloud!

See in-depth steps below.

Step 1: Create the Business Analyst Assigned Screen

Select Settings
Select Issues.
Select Screens.
Select the blue Add screen button.
Give it a name/description and click Add.

Step 2: Create the Business Analyst User Picker Field

Select Settings
Select Issues.
Select Custom Fields.
Select the blue Create custom field button.
In the "Select a Field Type" window, scroll down until you locate the User Picker (single user) option and select it. Give it a name/description and click Next.
In the "Issues" screen, select the checkmark next to the screen name that you created in Step 1.
Select Update.

Step 3: Create the Business Analyst User Picker Field

Select Settings.
Select Issues.
Select Workflows.
Select the actions (...) button of your workflow and click Edit.
Mouse over the original status and drag the little circle to the "Business Analyst Assigned" status to create a new transition. Give it a name.
Locate the Screen section and select the screen created in Step 1.
Click Add.
Lastly, select Publish Draft.

Let me know if you have any questions!

Phil Bustin

I will try to follow this. I should have made it clear that I had already created the field, statuses and transitions.

Phil Bustin

I would like the user to select a value in the Business Analyst field value by selecting a value in a drop-down list of members of a group I created called Business Analysts. (I may already have done this.)

Phil Bustin

And the transition will pause for the user to update the field, and the user will click OK to execute the transition?

Phil Bustin

I created the screen and added to it the Business Analyst field. The workflow was already active. How do I add the screen to the transition?

Trudy P Claspill

Open the workflow in Edit mode.

In the diagram click on the arrow for the transition where you want the screen to appear.

Screen Shot 2022-05-19 at 7.23.36 AM.png

That will pop up a dialog like this.

Screen Shot 2022-05-19 at 7.25.12 AM.png

Click the Edit button. That will open a pop up.

Screen Shot 2022-05-19 at 7.26.14 AM.png

Select the new screen in the Screen field. Click Save.

Then Publish the workflow.

Phil Bustin

I succeeded in using the transition, but once I had assigned myself from a drop-down list that appeared as I entered my name, and then clicked the big status button on top of the field panel, I received an error message "You don't have permission to transition this workflow." I think the problem might be that I'm now in a status that has no transitions. I will instead configure the transition from some status to itself; however, I would like to be able to run the transition from any state, and would rather not create a dozen or more differently named transitions from many states to themselves--unless I can use the same transition multiple times. I'll see what I can do.

Also, can I configure the Business Analyst field so that instead of having to type to see a drop-down, list, there is a list already present (in other apps, a left box and a right box, with the list in the left box)?

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