Require Specific Fields to create a work item

Question

I am trying to create a rule that will only allow a work item to be created if 3 specific fields are not left blank.  Basically you have to fill out certain criteria in order to be able to save the new work item.  Is there a way to do that in Jira?

An example could be - when I create a card, the save button is not activated until the 3 specific fields are filled out.

Trudy P Claspill · Answer

For Agents that are creating issues directly in Jira and not through the Customer Portal you would need to modify the Field Configuration as Mikael suggested

Another alternative is you could modify the Workflow to include Validators in the Create Transition to confirm that the fields have been filled in. In that case the Save button would be active, but you the issue could not be saved if the fields were empty. You can add a message to display as part of the Validator.

Heather Comfort · Answer

Thank you for the reply.  What are my options if I am not using the Form.  Can you do it directly in Kanban board?  My teams work directly in the board and are not using Forms to create new work items.

Mikael Sandberg · Answer

Hi @Heather Comfort

Welcome to Atlassian Community!

You do this by making the field required, either from with the request form like this example:

Or by going to the field configuration scheme for your project and mark the field required. The difference is that if you do it from the request form the field will only be required when the request is submitted. I it is done from field configuration the field will aways be required, meaning that it cannot be empty anytime.