When changing to status of Blocked a reason should be provided from a custom field

Question

I have a status called Blocked, I would like when that status is selected that a pop up box with Reasons for Blocked is required to select a reason the status is blocked.   I have a custom field with the options to select, would this require an automation rule to be created or it there an option on the status that can trigger the field to be edited?

Ash Yadav · Answer

This ^^

You don't need to use any automation rules to achieve what you're asking for.

Just make the field mandatory on the transition screen and you're done.

Trudy P Claspill · Answer

Hello @Cindy Sobus

What is the type of project where you need this to be applied? Get that information from the Type column on the View All Projects page under the Projects page.

If it is a Company Managed project then you could require entry of the Reason when the issue transitions to Blocked by:

1. Creating a custom screen that includes the custom field.

2. Adding that screen to the Workflow that applies to the desired issue types in that project, adding it to the Transitions to the Blocked Status.

3. Adding a Validator to the same transitions to require the custom field be filled in.

For a Team Managed project it is not yet possible to add a screen to status transitions. You could add a Rule to the transition that the field not be empty, but the field would have to be filled in before the transition would be available to the user.