Can I create screens in a workflow that act as reminders?

[Maxine Freedman-Thompson]

Hi

I have a basic workflow and I want to add screens to act as reminders on some of the transitions.

For example, I want a screen to come up when I transition an issue from 'Testing' to 'Dev complete' that asks 'Have you attached the design documentation? If not, please attach it below.' I also want this screen to include the attachment field, so that the documentation can be added if necessary. As per the screenshot below, I've created the screen with the attachment field but can't find a way of adding the text:

I also want to add other reminders to other transitions that ask the user to 'check' the checkbox to confirm that a specific action has been completed. These actions don't relate to any of the fields in the issue, hence I just need to be able to populate a screen with text and a checkbox.

Is this possible? If you know how please bear in mind I'm not a dev and am a novice Jira user!

Thanks

[Nic Brough -Adaptavist- · Accepted solution]

Welcome to the Atlassian Community!

You'll need to add placeholder fields for this.  The Jira Toolkit (which should be pre-installed in Cloud) has a couple of fields that can add fixed text to a screen.

If you add a field of type "Message (for edit)", and set its default (not its description) to "Have you attached the design documentation? If not, please attach it below", then you can add it to the transition screen, and it will display that text.

[Maxine Freedman-Thompson]

Thanks @Nic Brough -Adaptavist-

I'll give this a go :)

[Maxine Freedman-Thompson]

Hey @Nic Brough -Adaptavist- 

I'm getting there!

I've created the custom field using the field type 'Message (for edit) with the context 'Global (all issues). Named it "Have you attached the design documentation? If not, please attach it below." and associated it with my Design Doc screen.

I can see it on the screen when I go in to configure the screen:

but it's not showing on the screen when I actually transition an issue in the workflow:

What have I missed?

[Nic Brough -Adaptavist-]

What is the default text for the field?

[Maxine Freedman-Thompson]

When setting up the field, there's no option to enter a default value:

What am I doing wrong?

[Maxine Freedman-Thompson]

Scrap that! Found it! And it's all working perfectly!

Thanks so much @Nic Brough -Adaptavist- 

[Nic Brough -Adaptavist-]

Ah, beat me to it!   Glad you found it faster than I could respond!

For anyone else landing here, the default value for fields is set in the "context" for the field, not the "edit" shown above.

[Walter Buggenhout]

Hi @Maxine Freedman-Thompson,

naming these screens reminders would be slightly over the top, but technically this is how a transition screen in a workflow is intended to work. You add a screen to a workflow transition to give your users the possibility to review and - optionally - update information on your issue. With workflow validators you can check if all required fields are filled out before you allow the transition to be executed. In your validator, you can also optionally add an error message.

The caveat here is that these capabilities are available for workflows in company managed projects, not team managed.  

[Walter Buggenhout]

I thought these links might be useful information about configuration as well:

• How to create workflows for company-managed projects 
• Map a screen to a workflow transition 
• Configuring advanced issue workflows 

Hope this helps!

[Maxine Freedman-Thompson]

Many thanks for all the info @Walter Buggenhout. So from the info you've provided I'm gleaning that it isn't possible to configure screens with freeform text? And it looks like I need to add fields to the issue layout and then set up a workflow validator screen to ensure these fields are actioned before the issue is transitioned?

Thanks again!