Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in
Celebration

Earn badges and make progress

You're on your way to the next level! Join the Kudos program to earn points and save your progress.

Deleted user Avatar
Deleted user

Level 1: Seed

25 / 150 points

Next: Root

Avatar

1 badge earned

Collect

Participate in fun challenges

Challenges come and go, but your rewards stay with you. Do more to earn more!

Challenges
Coins

Gift kudos to your peers

What goes around comes around! Share the love by gifting kudos to your peers.

Recognition
Ribbon

Rise up in the ranks

Keep earning points to reach the top of the leaderboard. It resets every quarter so you always have a chance!

Leaderboard

Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Atlassian Community about banner
4,456,203
Community Members
 
Community Events
176
Community Groups

workflows using user defined fields

Edited

Is there a way to create a workflow using a user defined field? These would be fields I've added (i.e. department code), not default fields that came out-of-the-box. When I go in to create workflows the only fields I see available to choose from are the default JIRA fields, I don't see any of my custom fields available to choose from. 

1 answer

1 accepted

1 vote
Answer accepted
John Funk Community Leader Dec 02, 2022

Hi Kate - Welcome to the Atlassian Community!

What type of project are you using? Team-managed? Company-managed? Jira Work Management? 

And how are you trying to use the fields in your workflow exactly?

Hi John - this is using JIRA Software on a scrum board. Company-Managed project. We have custom fields to identify the Assigned Developer and Assigned Tester. I also have a column on the board for 'Ready for QA'. The developer moves their issue to this column when they are done with development and want the QA team member to begin testing efforts. Initially the Assigned Developer field reflects the same person as the Assignee field (default JIRA field). When an issue is dragged into the 'Ready for QA' column, I want to change the Assignee field to reflect the Assigned Tester, and then trigger an email to the Tester to let them know the issue is ready to be tested. I am struggling to find a way to automate changing the Assignee field to reflect the Assigned Tester. I don't want the Developer to have to open the ticket and manually do this, it would be ideal if the system could just automatically change the Assignee to the Assigned Tester when the development team member drags the issue into the 'Ready for QA' column. 

John Funk Community Leader Dec 02, 2022

Okay, thanks for the additional information. This should be pretty straightforward. It would be an automation rule triggered for Issue Transitioned.

Select the Ready for QA status as the one being transitioned to. 

Then add a new action for Edit Issue and select the Assignee field as the field to update.

Then click the 3 dots to the right and select Copy from.

Choose the current issue. Then click on the Copy Assignee from current issue text again - this will bring up a dialog box like below. Then just select the field for Assigned Tester. 

That should do it for you. Be sure to save and publish. 

Screenshot.png

Like kate reeder likes this

Thanks, John! We'll give this a try!

Like John Funk likes this

Hi @John Funk Thank you for your detailed response. Could you help me with this step, pease: "add a new action for Edit Issue". Check the screenshot: https://prnt.sc/Bao77TbuHzA1

I can see "Add status" and "Add transation" only. What am I doing wrong? Thank you in advance.

Like kate reeder likes this
John Funk Community Leader Dec 06, 2022

@Yakov Melman - You are editing a a workflow, not an automation rule. 

Suggest an answer

Log in or Sign up to answer
DEPLOYMENT TYPE
CLOUD
PRODUCT PLAN
STANDARD
TAGS

Atlassian Community Events