JIRA Automation - Display Pop-up Message

Question

I want to ensure that certain practices should be followed by the team while creating the JIRA issue. While the issue creator is clicking the create button, In case those practices are not followed, then I want a pop-up message to be displayed to the user and the issue shouldn't be created until the required practice is not validated on the click of create button.

I am able to set the trigger and condition. How shall I set the action to show pup-up message being a Project Administrator?

Murat Seven · Answer

Hi @shantanu behera

We built Team Pulse exactly for this use case — it shows a pop-up modal directly when a Jira issue is opened, no automation rules needed.

You can target specific projects, groups, or roles, and use it for announcements (with an Acknowledge button) or Yes/No questions.

It works natively inside Jira Cloud via Forge, and it's completely free :)

Check it out here: https://marketplace.atlassian.com/apps/1335394465/team-pulse-surveys-announcements-for-jira-and-jsm

shantanu behera · Answer

Thanks Gustavo Ezequiel Szemruck for the detailed response. It helps. The only anticipation I want to highlight here is, I want to check the validation of Assignee and priority at the time of issue creation itself and in case any of the validation fails, I want to notify the user and don't want to create the issue (or ticket) until all the validations are satisfied.

Gustavo Ezequiel Szemruck · Answer

@shantanu behera

Look, first, we need to break down the problem you're presenting into two parts:

* Field validation
* Assignee assignment

From what I see, this is what you're trying to achieve.

To accomplish the first point, I suggest adding a rule within the workflows you're using. The rule will work as follows:

* Trigger: Status change.
* Condition: When state X transitions to Y, check if the fields Priority and Assignee are not empty.

Jira will verify if these fields are filled. If it returns false, the workflow will not allow the transition to proceed.

Automation rule in the workflow:

To achieve the second point, you need to go to the automation section and create the following rule:

* Trigger: Issue created
* If-Else Condition: If the issue type is QA, then assign the issue to the team leader.

This condition will need to be repeated for every issue type you have. For example, if you have 10 different issue types such as QA, Service Requests, Incidents, Bugs, etc., you’ll have to create a condition for each one, essentially nesting multiple IF-ELSE statements.

This is not the best practice, but Jira’s automation has limitations when it comes to handling complex and dynamic queries.

Automation rules in Jira: