How to make a rule for starting or closing a ticket with automate function?

光野 かおる
Contributor
November 6, 2024

 

I would like to create rules when creating and closing tickets. Our team often fails to fill in some fields when creating a ticket. Therefore, specifically, We would like to set a rule that a ticket cannot be started or closed unless all fields are filled out. I know that we can create some rules with the automate function, but I didn't see anything in that section that forces the jira ticket items to be filled out. Where can I use the function to create this rule? Translated with DeepL.com (free version)

1 answer

3 votes
Rilwan Ahmed
Community Leader
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November 6, 2024

Hi @光野 かおる ,

Welcome to the community !!

You need to make use of Field required validator for Create and Close transitions. When this is applied, until the field are updated with values, user will not be able to create ticket or Close ticket.

To add validator,

  1. Verify the workflow used by the selected issue type
  2. Navigate to the workflow from within the project Project Settings > Workflows > Edit
  3. Select the transition to add the validator 

Sample screenshot for your reference:

image.png

Please note: If the workflow is used/shared by different issue type and projects, validator will be applied to all. So it is necessary to make a copy of workflow and add validators to it and then map the copied workflow to only required project and issue type. 

光野 かおる
Contributor
November 7, 2024

Thank you for your help !

I couldn't find the Workflows after going to Project Settings.

I am sending the screenshot but it is written in Japanese so maybe it will not help.
if it's possible can you send me screenshot where I can see Workflows ?

Thank you !

光野 かおる
Contributor
November 7, 2024

image.png

光野 かおる
Contributor
November 7, 2024

Thank you for your answer!
I have some more questions to make clear. 

what do you mean by workflow ? You mean it's a rule for the issue?
If it's so, I am not sure how to make a workflow as I want to make. 

I want to make a rule that can prevent from starting and close a issue unless the certain is filled in.
For opening, I want to make estimated time, person in charge are needed to be filled in.
As for closing, review time, actual time and etc..
Is your answer including this ?

 

 

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