Adding a custom field to the "Add to Issue" screen in Outlook

Question

I am looking to add a screen to the Add to Issue screen in Jira so that I can create an automation that will transition a subtask when a specific type of attachment or email is added to an issue. Example: If I have an issue's subtask that is in the "Sent" status and we are waiting on a quote from a vendor and we receive the quote, i would like to select what type of document was received so that i can trigger the issue to transition to "Received" if the quote is received. Sometimes we received RFI's or just questions about these issues and I wouldn't want those type of communications to trigger the transition. So, I was anticipating creating a custom field that would ask what type of document has been added, which if "Quote" was selected, it would trigger the transition of the issue.

Jehan Bhathena · Answer

Hi @Brian Hunsdon ,

"Add to Issue" screen is shown while transitioning the issue, if your issue is in "Sent" status and you want to conditionally transition the issue to "Received", I would recommend adding a new tab to the current Issue Screen with the custom field "Document Type".

This way you can trigger the automation, if "Document Type" is updated to "Quote", Then transition issue to "Received".

If you still want to use the "Add to issue" screen, then I you would have to add a Status between "Sent" and "Received", where you can add the above custom field in the transition to that intermediate status, eg. Issue can move from "Sent" to "Analysis", when new mail is received move ticket to this intermediate stage and get the Agent to select the appropriate document.

In theory, if you use Jira API you can automate the custom field "Document Type" value as well, you can read the attachment type using API, and then using conditional loops fill the value using Jira's automation.

Hope this helps :-)

Ravi Sagar _Sparxsys_ · Answer

Hi @Brian Hunsdon

You can definitely add a custom field with various options and make that field appear on a transition screen and possibly use a validator to check if the field was updated.

Ravi