How to edit custom field based on workflow

[Mkurama]

Hi,

I just want to know how to make a custom field editable based on the status of workflow?

Thanks.

[Diogo Teles · Accepted solution]

Hi,

Not sure there is an option to do exactly what you want. However, you may achieve something similar using transition screens. 

You can add the custom field to a transition screen that pops up on a workflow status transition.

Alternatively, if you want to make that field editable while the issue rests in a specific status, you can create a transition unto itself and associate a transition screen to that. This generates a button next to the status button to bring up the transition screen with that custom field.

For example, you have a field called "Baseline Start Date" which you want to be visible but not editable. But while in the status "Admin Review" you want users to be able to edit that field. Here is a loose step-by-step:

1. Set up an issue edit screen which does not include "Baseline Start Date."
2. Make sure the issue screen associated with View includes "Baseline Start Date."
3. Associate those screens to the issue type you are using (screen scheme and issue type screen scheme)
4. Create an Issue transition screen that includes only "Baseline Start Date."
5.  Edit the workflow for your issue and add a transition from the status "Admin Review" to the status "Admin Review" and set the transition screen as the one you created in the previous step. Call the transition something line "Update Baseline Date."
6. Publish workflow changes

In the issue screen, you will now have a button next to the status button called "Actions", when you click on it a dropdown menu will appear with the option "Update Baseline date". Select it, and it will bring up a screen where you can edit that field.

I missed a few critical admin steps on setting up the screens for this, above is just a general sequence. Please let me know if you want more details on any of the steps.

[Mkurama]

Thanks man