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Set 'Reviewer' to user input on workflow transition

sarah_akers

When a user transitions an issue from In Progress > In Review, I'd like to prompt the user with a pop up window to choose who to set the Reviewer as.

From what I can tell, via automation I can set the Reviewer field on a workflow transition but it has to be predetermined - either hard set to a certain user or using other fields like "reporter". This doesn't work for what I need as there isn't 1 person that is responsible for reviews, and often the task is created by someone other than the reviewer.

Is what I want to do possible?

Accepted answers

Trudy P Claspill

Hello @sarah_akers

Welcome to the Atlassian community.

Are you working with Jira Cloud or Jira Server/Data Center?

If you are working with Jira Cloud are you working with a Team Managed project or a Company Managed project? You can get that information from the Type column on the View All Projects page under the Projects menu.

If you are working with a Company Managed project it is possible to display a pop-up during a workflow transition, where you would display the Reviewer field and allow the user to select the value. This would be a change in the Workflow, not a use of Automation Rules.

If you are working with a Team Managed project it is not possible yet to display pop-ups during workflow transitions.

With Automation Rules you would not be able to trigger the change automatically based on the status change and also prompt the user for input. Users can be prompted for input only with Manual Trigger Automation Rules. And if they have to manually trigger the rule, then they are already viewing the issue and may as well just set the Reviewer field directly at that point.

All comments

Trudy P Claspill

Hello @sarah_akers

Welcome to the Atlassian community.

Are you working with Jira Cloud or Jira Server/Data Center?

If you are working with a Team Managed project it is not possible yet to display pop-ups during workflow transitions.

sarah_akers

Thank you for your reply. I am using a Team Managed Jira Cloud project.

I was hoping to make it easier for the user to remember to set a reviewer when moving their task for review by forcing input, rather than relying on them to use a manual action. But it sounds like what I want is not possible.

Trudy P Claspill

No, for a team managed project there is no way to prompt for user input specifically during a transition.

With an Automation Rule you could detect that the Reviewer field was empty after the transition completed, automate reverting the issue to the previous status (if that is an allowed transition) and send an email to the person who executed the transition to alert them that they need to enter a Reviewer and then execute the transition again.

You might be able to add a Rule to the transition that requires the Reviewer field to have a value in order for the transition to be available, but then the transition/destination status would simply not appear as available if the field was not filled in. (I haven't tried that option specifically to ensure a field has a value.) That would not provide the user with any hint as to why they could not select the transition though.

sarah_akers

Thank you for your help!

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