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Validating a Single Form Before Transitioning

Previously with the original Proforma forms, you could add validators for one of three states: 

  • At least one form is attached to an issue
  • All forms attached to an issue are submitted
  • A specific form is attached (and submitted)

The first two have been added to workflow transition validators but I have yet to find a way to do the last one, where you specify a specific form that you want to be attached and submitted before allowing the transition. 

There appears to be no way to do it, even though the promise was that we did not lose any functionality when Proforma was moved over to JSM. 

Is this a missed feature or is there a way I am not seeing to accomplish this?

1 answer

0 votes
Peter Preston
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Jun 22, 2022

Hi @Ryan Wolfe 

You can specify a form using the "Forms attached" automation condition.

Here's what that looks like:


Is this what you're looking for? Let me know if not and we'll work through it.

Unfortunately, this isn't what I was hoping to find. The Scenario is that I need to make sure that a specific form has been submitted and completed before the user transitions to a specific status.

This was originally possible with ProForma but doesn't seem to be possible with the integrated version. It looks like all I can do is set up a workflow validation on a workflow transition that will require all open forms to be submitted, but that is not ideal. There are times when a user may have more than one form open, but I only require a single one to be submitted before they proceed. 

This example is just checking to see if a form has been submitted and then transitions automatically to the next status, I need to prevent them from transitioning unless they have submitted it.

Like Korijn Schrijver likes this

@Peter Preston Please reconsider your answer based on the comment from Ryan. 
This is a missing feature indeed. There is no way to validate one specific form now before transitioning to the next status. 

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