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Is is possible to make a section of a Form, required based on status?

robert cortez

I have a Form that we attach to all tickets in this project, and within the Form I would like certain sections to be required based on status. In this project the ticket moves through certain stages based on progress of the ticket, and some sections aren't required to be filled out at the beginning of the process, but are later on. Is this possible?

thanks for your time!

Rob c.

Accepted answers

Joseph Chung Yin

@robert cortez -

If the WF status is used in determining what fields are needed to be filled, then you will need to customize your WF within each appropriate transition (i.e. In Progress move into In Review etc) to control this functionality - adding "validator" (making fields as required)

You will need to create WF transition screen with those fields added to it, then associate your transition with the screen. This screen will pop-up with the window when user moves the issue status.

In general - Form configuration will not work, as it is only used when creating issue and not used after the issue is created.

Hope this helps and makes sense.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

All comments

Joseph Chung Yin

@robert cortez -

You will need to create WF transition screen with those fields added to it, then associate your transition with the screen. This screen will pop-up with the window when user moves the issue status.

In general - Form configuration will not work, as it is only used when creating issue and not used after the issue is created.

Hope this helps and makes sense.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

Karyna Tyrnavska _SaaSJet

HI, @robert cortez !

For instance, you can use Form Logic for this case and build a dynamic form with if/then that will show/hide some fields due to the rule you have set before.

Try out Smart Jira Forms that has been developed by my team to solve your case.

robert cortez

I have created the screen and the transition in the work flow, but I am struggling to associate the transition with the field. I cant find it in the 'validator' so im not sure what part I am missing.

Joseph Chung Yin

@robert cortez -

In WF customization, this what you need to do

1) associate your custom screen for the WF to your WF transition.

2) for the specific transition, click on the "validator" tab.

3) add an validator action in the "validator" tab

4) select the field that you want to enforce. This means that if the field is not populated, then the transition will not be allowed.

5) save and publish your WF.

Hope this helps.

Best, Joseph

robert cortez

its when choosing the 'fields required for this transition' when I add a validator, that I cannot find the field I want to make required. So I feel like I am missing some connection in all of this, to get that field to populate inside of the fields required. Or maybe I am misunderstanding something.

also thanks for your time with this, I really appreciate it

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