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Jira automation - Checkbox field data

Yogesh Mude_f9cg0f

I have a custom fields called Customer of type checkbox and while moving an work item to In progress state, if the user selects that check box then the new work item should be created.

For this i was using issue transitioned trigger and to check whether the Customer is selected or not based on this condition the new work itesm should be created.

Any idea how i add/check this check box field values and then proceed furhter.

Accepted answers

Ashok Shembde

Hi @Yogesh Mude ,

You need to set up an automation rule with the trigger: 'Issue transitions to In Progress'. Then, add a condition to check if the 'Customer' checkbox field has a specific value selected. If the condition is met, set the action to create a new issue. This will resolve your requirement.

Thanks!

Ashok

Marc -Devoteam-

Hi @Yogesh Mude

Use the Work Item Field Condition to achieve this.

Priyanka Khare

Hi @Yogesh Mude

To create a new work item when a checkbox custom field named Customer is selected during a transition to the In Progress state:

Trigger: Use the Issue transitioned trigger (e.g., when the status changes to "In Progress").
Condition: Add an Issue fields condition:
- Field: Customer (your checkbox field)
- Condition: contains
- Value: The specific checkbox option (e.g., "Yes", "Selected", etc.).
Action: Add a Create issue action to generate the new work item.

Important Note- Since checkbox fields can have multiple selections, use "contains" rather than "equals" to check if the desired option is selected.

All comments

Ashok Shembde

Hi @Yogesh Mude ,

Thanks!

Ashok

Yogesh Mude_f9cg0f

May i ask you what is the condition you have been used Or do i need to use? Like smart value comparison or field value?

Also, i wanted to know to log the selected value of that field.

Yogesh Mude_f9cg0f

Do you have any example code please

Ashok Shembde

You can use field value condition.

Marc -Devoteam-

Hi @Yogesh Mude

Use the Work Item Field Condition to achieve this.

Yogesh Mude_f9cg0f

@Marc -Devoteam- I checked and its not working with Field condition. you can take a look at the below attached snaps.

Priyanka Khare

Hi @Yogesh Mude

To create a new work item when a checkbox custom field named Customer is selected during a transition to the In Progress state:

Trigger: Use the Issue transitioned trigger (e.g., when the status changes to "In Progress").
Condition: Add an Issue fields condition:
- Field: Customer (your checkbox field)
- Condition: contains
- Value: The specific checkbox option (e.g., "Yes", "Selected", etc.).
Action: Add a Create issue action to generate the new work item.

Important Note- Since checkbox fields can have multiple selections, use "contains" rather than "equals" to check if the desired option is selected.

Yogesh Mude_f9cg0f

One more thing the checkbox field is on issue transition screen and user will select the value while transitioning the work item.

Yogesh Mude_f9cg0f

@Priyanka Khare Nope, its not working, i tried already and the checkbox field is on issue transition screen and user will select the value while transitioning the work item to In progress.

Marc -Devoteam-

Hi @Yogesh Mude

I suggest to use the Edit work Item trigger.

Then use conditions to see if the status is In Progress and a condition on the checkbox field.

A Transition screen field action is an update to a field not a tranisitioon change.

Yogesh Mude_f9cg0f

@Priyanka Khare It was my mistake as i have added clear field PF on the issue transtiion which is why i am not getting the field value hence the automation is not working as expected.

Thank you for the support.

Priyanka Khare

I would appreciate if you accept the answer @Yogesh Mude

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