How can I add a custom field to a workflow transition condition?

[Tobias D]

Hi,

I want to have a forms where a Dropdown field is named "CAB Approval Needed".

I linked it in the issue to a custom field called "CAB Approval Needed" and from there I want to put a condition in my workflow, so if the value inside the Dropdown is "no" that it skips the transition to the CAB Approval and uses the direct "Go-Live" Transition.

How can I link the transition "Approval Needed" to a condition with a custom field, cause if I try to make a condition the "CAB Approval Needed" field is not shown and neither any other custom field.

I always use the "Value Field" for the Condition transition.

I also tried to use other Condition Styles, but it didn't show there either.

Do I have to link my Custom field to a specific screen or did I do something wrong?

Many Thanks for every tip

Tobias

[Tobias D · Accepted solution]

Alright. I solved it.

I just had to type "CAB Approval Needed" into the Dropdown field at the condition. It then showed the field like it always was there and worked perfectly fine.

[Matthias Gaiser _K15t_]

Thank you for reporting your solution back to the Community!

[Matthias Gaiser _K15t_]

Hi @Tobias D

based on the information you've shared I'm assuming you're in a company-managed JSM project. Is this correct?

What type did you choose for your "CAB Approval Needed" field? Is it a Single-Select field?

I'd say you're basically doing it right. I'd also try to apply a condition for the transition you'd like to hide. Vice versa, you might want to also apply a negated condition that shows/hides the go live transition if an approval is needed.

Afaik, the field doesn't have to be on any screen - so my best bet would be to check the field type, and maybe try a similar field if this works to get closer to a solution.

Cheers,
Matthias.

[Tobias D]

Hi @Matthias Gaiser _K15t_ 

First of all, thanks for the tips.

Yes, I'm in a company-managed JSM project. 

The "CAB Approval Needed" field is a single-select field.

Now I deleted the old "CAB Approval Needed" field and created a new one with radio buttons. I named it "CAB Approval" and it still doesn't show in my workflow transition conditions. It still works perfectly fine with the Link Jira field from forms.

I also tried to associate it with other screens, but then it doesn't show in the issue. 

When I removed it from all screens it also didn't show. 

And what do you exactly mean with show/hide the transition?

I tried it with a condition when the field Labels is not equal to value "CAB Approval Needed" that it goes from Documentation to Go-Live Immediately skipping the Approval through a own Transition.

And if the Label is equal to value "CAB Approval Needed" then it would go the path through the "Awaiting CAB Approval" Status. 

I tried it with the "Labels"  field, but when I wanted to Link my Forms Field to the Jira field "Labels" it didn't show up in forms. The workflow functioned perfectly and everything went as I wanted. 

Except that the field "Labels" would have to be filled out manually and I can't define the values that the User can choose from. 

With the Labels the Agent would need to type in "CAB_Approval_Needed" inside the Labels field and if a typo happens then the transition condition wouldn't work and we'd also have way to many labels.

Many Thanks

Tobias

[Matthias Gaiser _K15t_]

Puh.. it seems, you're doing everything as expected. I'd also prefer a single select field over a labels field.

With show/hide the transition, I meant exactly what you were describing with your conditions and the label field.

Maybe someone else has tips? Or you want to create an Atlassian support ticket to ask for help?

Cheers,
Matthias.

[Tobias D]

Seems like I have to open a support ticket.

Thanks for all the Help