Check if custom field is empty before close

[Alexander Münchrath]

Hello dear community, I have a question and hope that I get the help here.
We have created a custom field "Release Note Information". Now this field should be filled only for stories and bugs.
Here the automation should intervene. If the field is not empty, a warning should appear and inform the user that the information must still be entered before the ticket can be closed.
I have already set it to check if it is a story or a bug and if the field is empty or not. But after that I can't find the right value. I don't want to send mails or enter something automatically. I want it to give a warning and not close the ticket before the field is filled.
Is that even possible with automation? If yes, how?
Thanks
Alex

[Marco Brundel · Accepted solution]

Hi @Alexander Münchrath ,

Welcome to the Atlassian Community.

In your usecase I advise to use a validator on a workflow transistion.

You can ad the validator "Field Required Validator" on the transition to the 'Closed' status.
So the issue can only been set to 'Closed' if the field is filled.

Is this a option for your situation?

Regards,

Marco Brundel

[Hana Kučerová]

Hi @Alexander Münchrath ,

in your case I would create screen with your custom field and add it to the transitions, where you expect it to be filled. You can also add validator to these transitions, if you want to force your users to fill it.

Automation rule won’t help here.

[Bill Sheboy]

Hi @Alexander Münchrath -- Welcome to the Atlassian Community!

Adding to the answer from Hana...

Automation rules run (i.e., trigger) after something has happened.  And for your scenario the rule could not trigger until after the issue has already transitioned.  That would not help ensure the field is completed first.

Kind regards,
Bill

[Alexander Münchrath]

Thanks for the answers. I had not thought about the condition in the workflow.