Workflow automation

Kim Killen April 30, 2024

I'm creating a new workflow and would like to automate a portion. If an improvement status is 4. Accepted but not likely or 5. Will not do and a user checks the Additional request for JPD Improvement checkbox then I'd like for the user to add a comment (giving additional details regarding the additional request) and the the Status change to 6. Scoring Needs Review.  Screenshot 2024-04-30 085237.pngI understand that I can set an automation once the issue is created but is there a way to automate this within the workflow using rules or properties? 

Thanks. 

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fdehne May 1, 2024

Hey Kim,

When I understood you right, you want to transition the issue and comment on the issue once the checkbox was ticked, right? In that case you could choose the "Field value changed"-trigger. You should be able to choose the checkbox as a field although its name is quite a mouth full.

Imho it is not really straight forward adding this behavior to the workflow (maybe you can check pre- and postfunctions for that matter).
However, the trigger discribed above should do the trick.

Cheers

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