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How can I make Assignee required for just one screen in the workflow?

Tracy B
Contributor
August 6, 2024

We have a project that allows Assignee to be non-required. However, at just one point in the workflow, for just one status, we would like to force the user who changes the status to fill in the Assignee. I can't figure out how to do it on the workflow or using an automation. What am I missing? Has somebody else done this? 

 

Thanks. 

1 answer

2 votes
Vincent Kopa _Ovyka_
Contributor
August 6, 2024

Hello Tracy,

To make the Assignee field required for just one status in your Jira Cloud workflow without using any plugins, you can use a combination of Workflow Validators and Transition Screens. Here’s how you can do it:

  1. Add a Transition Screen:

    • Go to Project Settings > Screens. (or Issues => screens global menu)
    • Create a new screen (e.g., "Assignee Required Screen") and add the "Assignee" field to this screen.
  2. Associate the Screen with the Transition:

    • Go to Project Settings > Workflows.
    • Edit the workflow for your project.
    • Click on the transition where you want to make the Assignee required (e.g., "To In Progress").
    • In the transition properties, add the "Assignee Required Screen" you created earlier. note: it will also contain a comment field, this is not an option.
  3. Add a Validator to the Transition:

    • While still in the workflow editor, click on the same transition.
    • Click on Validators and then Add Validator.
    • Select Field Required Validator.
    • Choose the "Assignee" field and add the validator.
  4. Publish the Workflow:

    • After making these changes, publish the workflow.

This setup will ensure that when a user transitions an issue to the specified status, they will be presented with a screen where the Assignee field is mandatory.

Feel free to ask if you need further assistance!

Best regards,

Trudy Claspill
Community Champion
August 6, 2024

Note that Transition screens are available only for Company Managed projects. If you are working with a Team Managed project can't add a transition screen.

Find your project's type on the View All Projects page under the Projects menu.

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