How to retain a status if it fails certain check during transistion?

Question

For e.g

I want to automate - when transitioning check if X & Y fields are not empty, if empty status should not change.

Trudy P Claspill · Answer

Hello @Pooja N

You would do that by customizing the workflow.

If this is for a Company Managed project, you would add Field Required Validators to each transition where you want to apply this requirement. You can learn about managing workflows for Company Managed projects here:

https://support.atlassian.com/jira-cloud-administration/docs/create-and-manage-issue-workflows-and-issue-workflow-schemes/

If this is for a Team Managed project, the documentation for managing workflows is found here:

https://support.atlassian.com/jira-software-cloud/docs/manage-how-work-flows-in-your-team-managed-project/

You would use the rule Restrict to when an issue is a specific value

Note that not all fields are supported for these validators/rules. If the fields you want to check are custom field, you may not be able to select them in these configurations.

Walter Buggenhout · Answer

Hi @Pooja N,

This is usually not checked with an automation rule, as this kicks in after you have already done something (like in this case: transition an issue to a different status). The common way to deal with this, is using workflow conditions and validators, which allow you to check conditions before you actually allow the transition to occur.

You can read more on configuring workflows in this support article.

The settings I am referring to apply to workflows in company managed projects. Team managed workflows allow you to define rules on transitions, but these are far more limited in capabilities.

Hope this helps!