Several issue types use same workflow, need to check different set of fields to be populated on tran

I have a workflow that is being used on three different issue types in the same project. 

I need to check three different field sets that need to be populated for each issue type when moving them from backlog to in progress.

How do I make this work?

I'm thinking of three hidden transitions that will allow set of fields per issue type. But not sure how to check them and notify the author of the ticket to fill the necessary fields?

4 answers

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I've set three transitions and limited them so that each issue type sees its transition. In the validators, the necessary fields were listed and work as expected.

Now how do I automate checking which fields are necessary to fill and comment on the task highlighting the author to fill the fields?

I want to automate this transition

0 votes

Thank you, will try and mark the solution that works. 

Still open for other or more detailed answers :) 

0 votes
John Funk
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April 22, 2024

Hi @Джаваншир Мустафаев 

You can do this 2 different ways. One is create a new workflow for each issue type, add the new workflows to the workflow scheme used by the project, and then link each one to the appropriate issue types. 

The second way is to create a different transition for each issue type from the Backlog to the In Progress status. Then place a Condition on each Transition where Issue Type = XXX for that issue type. 

John Funk
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 5, 2024

To do that check, create a new screen and put the fields you want to check on the screen. Create 3 different screens if necessary. 

Then add the screens to each of the transitions you have added. If you want the fields to be mandatory when the transition happens, then add a Validator for Field Required and choose the fields. 

@John Funk done via transitions, do you know if I can somehow notify the reporter via automation that there are fields that need to be populated?

John Funk
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 20, 2024

Sure, you can do that with automation. But it is after a trigger fires and not during. 

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Geethanjali Katagani
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April 22, 2024

Hi @Джаваншир Мустафаев ,

I hope you're doing well.

In the transition screen we cannot configure the "Specific issue type" field. Therefore, as you said, I suggest creating transitions related to the issue types and configuring the workflow accordingly. This will ensure that the transition moves only to the specific issue types.

For notifying the user about empty fields, we have a couple of options:

  1. Adding Validators in Workflow Transition: We can set up validators in the workflow transition. When transitioning the issue, if the field is empty, the agent will receive a warning message on the screen.

  2. Using Automation: Alternatively, we can utilize automation to achieve the same outcome. If the field is empty during the transition, we can set up automation to notify the user accordingly.

Let me know if you have any questions on this.

Thanks, 

Geethanjali

@Geethanjali Katagani dear, how do I set up an automation that notifies the user when the necessary field isn't populated?

At the moment the workflow has three transitions with conditions that require fields to be populated. But we wish to automate this and notify the reporter which fields should be populated.

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