Auto transition based on custom field

Mike_pfalli

Hi - 

Our Purchase Request workflow needs to be updated so if users leave "None" selected in the "No Approval Required?" custom field, the issue will transition directly to REQUESTED.

Likewise, if something else (NOT None) is selected, the issue would go to APPROVED. 

Currently, when the issue is created, its left at a NEW REQUEST status.

I have not had luck with setting up a 'condition' 'value field' - Do I need to utilize Script Runner? I have tried as well with no luck. Any help is appreciated, thank you.

Custom Field:

 

Joe Kyle

Another way to handle this is to create an Automation Rule as mentioned by Aswin above. Within the project, go to Settings - you should then see the dark blue navigation bar on the left. look for "Automation". Click on that. In the upper right, click "Add Rule". choose "Custom Rule" at the top. Click Continue. "When this happens..." choose "Issue Created" click Add.

Then click “Add condition” button. Under “If these match…” click “Issue matches” then click “Advanced”. (it will be a blue hyperlink) In the code box which appears begin typing the name of your custom field. "No Approval Required” and select it once it shows up and hit the space bar once.  Then type the “=” or select it from the drop down that appears. Hit the space bar after the “=” and you should see another drop down and you can select “None”. ("No Approval Required" = "None") Then click Add.  

Then, under “Then do this…” select “Transition Issue” and you should see the option in the drop down for “Requested”

Click Save.

Note this will only work for the project you currently are in. Not for any of the other projects associated with the workflow you have in that project. (if that workflow is shared with other projects). So, you would have to repeat this process for every project where you need this functionality.  To get this to work across multiple projects sharing the same workflow you would have to add a post function to that workflow.