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Custom rule to capture due date before putting task in "In progress state" in next gen project

Prashant Patil October 22, 2020

I tried to create a workflow for next gen project in a way where certain fields like due date, priority should be captured compulsorily before putting any task in "In Progress" state?

I was able to find only few fields like start date in rules of next gen project.

Any idea how to achieve this?

1 answer

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John Funk
Community Champion
October 22, 2020

Hi Prashant - Welcome to the Atlassian Community!

Can you share the rule you have so far? 

I assume you are tying to do a Condition? And do not see the field you want?

Prashant Patil October 22, 2020

Hi John, Thank you for your comments.

First of all I couldn't find where to create automation rule in new gen project.

So I tried edit workflow in issue types there I found create rule option.

However when I select check field value for "In Progress" transition then there was no field value like Epic, due date etc.

My fear problem is developers don't select correct due date , epic and needful info when they work on tasks and I want to make it compulsory while they start working on it.

I am not sure above method is correct way but can you please suggest any solution here? We already apply some rule in classic project but not sure how to do it in new gen project.

John Funk
Community Champion
October 23, 2020

Try this information for creating an Automation For Jira rule:

There are two types of automation:

  • Global: In the Free version, you get 100 executions per product, per month
  • Project: In all versions, you get unlimited executions per month

Automation Basics: https://www.atlassian.com/software/jira/guides/expand-jira/automation

You can do this via global rules to apply to all projects also. You'll need to be a Jira Admin/Site Admin, go to Jira Settings > System > Automation Rules (left-hand menu).

For more on using Automation For Jira see these help pages.

Prashant Patil October 23, 2020

Thanks John. I already tried this.

Such rule need some action in the end.

I put condition for transition In Progress....but it does not gets saved without action.

Any clue what component i should put at the end? I am trying to validate not to automate.

AutomationRule.PNG

John Funk
Community Champion
October 23, 2020

Automation for Jira will not do any validation to prevent an action. It only responds to some type of action. 

You will need either a Condition or a Validator on the Transition in the Workflow to In Progress. 

Prashant Patil October 23, 2020

Hello John,

Exactly thats what I am saying. In new gen project wokflow there is no way to put validator on transition. Also there is rule available but it has very limited fields to check values.

As far my knowledge this is shortcoming in new gen project and should be fixed by Jira.

John Funk
Community Champion
October 26, 2020

Hopefully, they will address that soon. But as of right now, you are correct, there is no way to do this with Next-gen. 

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