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Customisable Criteria on A Screen during a transition

Charlie Smith June 7, 2018

As a company we're looking to have a specific screen appear when someone select a different status on a ticket such as:

 

Moving from To Do to In Progress and then when they select the 'In Progress' a screen appears where they have a tick box to ensure they've done those items prior to moving into 'In Progress'. Is this possible using screens?

 

Also, is it possible to have a screen that can be customized on the spot, so:

Team A have a ticket in progress and want to move it into QA. When they do this, they want to have a custom check list to be in the QA Complete transition for the QA employee to have to check against. This check list would differ every single time. Is this possible?

 

Many thanks,

Charlie

2 answers

0 votes
miikhy
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June 7, 2018

Hi Charlie,

Welcome on Community!

You definitely can use transition screens in the workflow to show some fields and use  validators to check some criteria (like every boxes have been checked). That should do the trick for part 1 of your question!

As per the second half, the dynamic checklist might be more difficult to acheive, maybe with some addons?

Keep us posted!

Cheers

Charlie Smith June 8, 2018

@miikhy

I believe the app 'Checklist for JIRA' should fulfill my requirement, thank you very much for taking the time to reply to my question.

miikhy
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June 8, 2018

Hi Charlie,

I was actually thinking of this one, and some others but that's definitely one I'd recommend! Be careful with it though, it's pretty hard to script or use some workflow actions with its value (because it's a complex structure of data :) ).

That being said it's a great app!

Cheers

0 votes
Moses Thomas
Community Champion
June 7, 2018

@Charlie SmithI think it is possible,

  • for  any issue type ( You  can add a  screen in the work flow tranisition,  so  they  will  have to  enter fields on the screen ( you can use a validator)
  • Same also  you can add  this custom checklist  field on the screen  of (create, edit, view screen)  so  that when  your user will  create issue, he will  need to  fill in this  check list field,  and  add the  view -screen  to  in progress transition so  that  QA team  member need to  verify  this  field(checklist)  before performing this transition.

I  hope this clear.

 

Best!

Charlie Smith June 8, 2018

@Moses Thomas

Thank you very much for your response!

I've not managed to make the list customisable from the assignee's point of view. I have been able to create choices of screens, but it seems as though a field can only be applied to one screen, not multiple.

When you state 'you can add  this custom checklist  field on the screen  of (create, edit, view screen)  so  that when  your user will  create issue' where do i specify this?

I want to make the assignee have to select which fields are visible on a specific transition method, does that make sense?

 

Thank you for your help so far!

Moses Thomas
Community Champion
June 9, 2018

@Charlie SmithIn regards, to your second requirement, from your previous  question i understand that you  want  QA member to  verify a  custom check list field,  field can be applied  to  multiple screen's not  just  a  single screen,   under screen scheme with admin rights  by going to admin button click issues >  screen schemes (you can associate an operation with your own screen(s). So  you associate your screen to create, operation)  under  screens you  can add this custom check list  field to  which ever screen  you  want it to  appear.

once you have done the association and have added the field,  then when  user will  create ticket, this field(s) will appear only in the create ticket screen and he has chosen this  field and option(values) then create this ticket, this way you allow those  fields that  you  want to  be on the  screen  also add this fields to  view/ edit screen.

on  the transition in work-flow let's say verify transition, you need to add another custom screen which  you  have created, so that  when clicked  by QA member, he/she will need to  verify custom check list field  in this custom screen or other fields  which are not in the (create,view, edit, screen) and  proceed , you  can  also  add as many  checklist fields on the screen  as you wish. This field data will appear on the history tab only :)  this the only  draw back and you  can use JQL to  filter this field .   

Note this might not be the best  solution but  will  do  the trick,   a best  solution will be set  fields base on other fields, but then you  need to  write a Java script :) to  do this for you. or  your own plug in.

 

Best!

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