Can I use workflows to fill in fields on an issue?

[Brendan Gray]

If someone moves an issue from To-Do to Done, I want them to to have to fill in a field before the issue can be marked as done. This field is essentially "who tested this/double checked it". If someone moves a task to DONE, then this fields needs to be filled in first.

[Callum Carlile _Automation Consultants_ · Accepted solution]

Hi @Brendan Gray , yes this can certainly be done!

On the workflow transition to the Done status, you can add a Field Required Validation which checks that a field has a value before the transition can be made (you can enter your own custom error message if this validation is not met too).

It might also help to add this mandatory field to a separate screen and add that screen to the transition, so that way it's crystal clear to the user that this is the field that they need to add a value for.

Hope this helps!

[Brendan Gray]

Can you explain (or direct to documentation that does explain) how to set up screens in this context?

[Callum Carlile _Automation Consultants_]

@Brendan Gray - This documentation here runs through how to create a screen, add fields to it and then add this screen to a workflow transition. For Step 6 under the Create a Screen and Add the Custom Field into the Screen section, you will add your custom field which you would like to make required.

You can then follow these steps to make the field required on the transition

(Note that it says this is for Server, but the same method applies to all platforms)