Custom field edit restriction based on user/role permission

rbalamu2
Contributor
May 18, 2022

Is there a way I can restrict custom field edit based on user/role permission  in jira cloud?

suggestion please!

3 answers

1 accepted

10 votes
Answer accepted
Vera
Contributor
May 18, 2022

Not out of the box.

However this is the method that can be used to restrict who can edit fields, if you don't mind creating a button for editing the field. It requires you to create transitions for every workflow associated with the issuetypes you want the field restricted on. See instructions with pictures below.

 


Step 1: Create the Screen with the Restricted Fields

  1. Select Add Screen.
  2. Give it a name/description and add all the restricted fields in it. 

1_screencreate.png

Step 2: Create the Transition with the Restricted Field Screen

  1. Edit the workflow of the issuetype.
  2. Select + Add transition.
  3. In the "From status" section, select Any status.
  4. In the "To status" section, select Itself.
  5. Give the transition a name. This name will be used on the button that will activate the screen on the issue (and allow someone to edit the field).
  6. In the "Screen" section, select the screen created in Step 1. Save your changes.
  7. The transition should look like an infinity loop of sorts.
  8. Click on the transition and select Conditions. You will be redirected to the transition edit page.
  9. Select Add condition and add the permission rule you want to execute for this button. Note that this rule will indicate who can see the button and therefore, edit the field.
  10. Publish the workflow.

2_workflowtransition.png

Step 3: Remove the Fields from Your Edit Screen

Lastly, navigate to your edit screen and remove the fields you want to restrict. You will need to create separate "view"/"edit" screens for your screen scheme if you haven't already because you may want the restricted field to remain visible when viewing the issue.

 

Once all of this is completed, you should see the button like so.

3_result.png

Clicking on it will bring up a transition screen with the "restricted field" on it to which you can make changes and add a comment.

4_result.png

Kishan Sharma
Community Leader
Community Leader
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October 14, 2022

Just wanted to appreciate the detailed answer @Vera with screenshots, thank you!

Like Vera likes this
Elizabeth.Johnson
Contributor
October 24, 2023

Vera, this is awesome. I swear I followed this to the T but I am not having a button pop up but I am going to review each step closely and see if am missing anything!!!

Raju Mandapaka
Contributor
January 4, 2024

HI @Elizabeth_Johnson 

We may not get that option, Atlassian is working on that via https://jira.atlassian.com/browse/JRACLOUD-72730

Vinod Kotiya
Contributor
March 13, 2024

Thats called rocket science. Good Idea. I tried this but extra transition button Due Date is not showing up. Why? Ok got it. It is under Action

Chris O July 3, 2024

Adding my thanks for the very detailed answer. I have gone through the steps and attempted to implement this on Data Center 9.14 ... any thought on why it might not be working and throwing the following error...

Error Messages: [It seems that you have tried to perform a workflow operation (Edit Value and Effort) that is not valid for the current state of this issue (IST-576). The likely cause is that somebody has changed the issue recently, please look at the issue history for details.]

Are there material differences between cloud and data center that would cause it to not work on Data Center?

0 votes
Zakhir Mamedov November 23, 2023

@Vera HI Vera,

could you please help with this part: "You will need to create separate "view"/"edit" screens for your screen scheme"
can you show step yb step how to do it?

0 votes
Nic Brough -Adaptavist-
Rising Star
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May 18, 2022

No, Jira does not have field-level permissions.

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