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Mandatory Solution Field

Stephanie Kohne

Good day,

Am I doing this right?

I have created a custom field added to the request types for "Solution" I haven been struggling to find a way to make the "Solution" field Mandatory to be filled in before the request may transition Resolved/Done

Any Advice?

Sincerely, Stephanie

Accepted answers

Jack Brickey

Hi Stephanie,

Here is how to handle this. Basically, you need to set a Validator on the transition into Resolved/Done. Here is how:

edit the work (i find diagram mode easiest) - project > project settings > workflows
find the transition into Resolved/Done and double click it
on the right there are some properties - select Validator
Add a validator of type custom field required and select your Solution custom field. you should also add an error message that explains to the user performing the transition of this requirement
Next you need to add a screen to the transition. Again you will see this option in the modal that pops up when selecting the transition. You may already have a screen for this and if so then simply add Solution field to the screen. If not then you will need to create a new screen and then associate to that transition. To add a screen continue to step 6.
add transition screen - project settings - screens - add screen, call it something like "Solution required on resolve"
Publish the workflow

Note:

If not already the case you should also include Resolution field in this very same manner as that is important to do when resolving issues in Jira. This will allow the user performing the transition to select from the list of resolutions: done, won't do, canceled, cannot reproduce, etc. the Solution and Resolution fields would go on the same transition screen

hope this helps

All comments

Jack Brickey

Hi Stephanie,

Here is how to handle this. Basically, you need to set a Validator on the transition into Resolved/Done. Here is how:

edit the work (i find diagram mode easiest) - project > project settings > workflows
find the transition into Resolved/Done and double click it
on the right there are some properties - select Validator
Add a validator of type custom field required and select your Solution custom field. you should also add an error message that explains to the user performing the transition of this requirement
Next you need to add a screen to the transition. Again you will see this option in the modal that pops up when selecting the transition. You may already have a screen for this and if so then simply add Solution field to the screen. If not then you will need to create a new screen and then associate to that transition. To add a screen continue to step 6.
add transition screen - project settings - screens - add screen, call it something like "Solution required on resolve"
Publish the workflow

Note:

If not already the case you should also include Resolution field in this very same manner as that is important to do when resolving issues in Jira. This will allow the user performing the transition to select from the list of resolutions: done, won't do, canceled, cannot reproduce, etc. the Solution and Resolution fields would go on the same transition screen

hope this helps

Stephanie Kohne

Hi Jack, thanks for your response but you've lost me on workflows -Looks like I have to create a new workflow for Service Desk as the only workflows I have for the Service Desk is in itself based on the request types.

Jack Brickey

Can you share a screenshot of your project settings and workflow screen

Stephanie Kohne

Hi Jack, it goes on and on likes this for all the different client projects, these were set up by someone else, I was only tasked with setting up the Service Desk which was set and tested before me as well, I cant find a workflow for the service desk here, that is

This is why I think I need to set up a new workflow for Service Desk? How do I make it active, do I need to set up a screen scheme as well?

Jack Brickey

Well you are looking at all workflows here. I was suggesting you edit the workflow specific to the project. This is accessed via project > project settings > workflows.

now if you want to create a different workflow you can make a copy of the current one, rename it, edit it as stated above then associate to the current project and issue types. Again you do this under the project Workflows screen.

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