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How do you create a workflow step requirement?

Dave Kuipers
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Sep 25, 2023

As you are going thru a standard development flow, I would like to set constraints for a given workflow step.  An example would be you can not go into a development step without the Estimate field <= 0.

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Trudy Claspill
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Sep 25, 2023

Hello @Dave Kuipers 

Welcome to the Atlassian community.

There are two ways to set requirements on transitions - Conditions and Validators.

If a Condition is not met, then the transition will not even be presented to the user.

With Validators, the transition is available. The Validator is applied when the user clicks the button to save the transition. This is useful when you want to prompt the user to enter a value as part of the transition.

https://support.atlassian.com/jira-cloud-administration/docs/configure-advanced-issue-workflows/

The terms Condition and Validator are used in the documents for modifying workflow for Company Managed projects.

Modifying workflows for Team Managed projects is a bit different. The terminology is different and the UI is different, and the options you have for conditions and validators is more limited.

https://support.atlassian.com/jira-software-cloud/docs/available-workflow-rules-in-team-managed-projects/

With which type of project are you working; Team managed or Company managed?

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