Enhancing Jira Workflow to introduce Bug Close Template

[abhishek.s-j]

So the use case I am looking for is :

1. For all issues Type: Bug in Project_A

2. When the issue status is moved  TO “Resolved - Fixed” AND with condition that the “Fix Versions” field is non-empty.

3. A template form should pop-up with a set of numerous questions like summary questions & some testing instructions and text fields for the answers.
   
   
   This is a required enhancement for already existing workflow.

[Trudy Claspill · Accepted solution]

Hello @abhishek.s-j 

Are you working with issues in a Team Managed project or a Company Managed project?

If you are working with a company managed project then you can create a screen with the fields you want and attach the screen to the transition. If you want to allow the transition when the condition is not met and don't want the screen to display in that case then you need to create a second transition that doesn't include the condition or screen 

You can find information about managing workflows here

https://support.atlassian.com/jira-cloud-administration/docs/work-with-issue-workflows/

[abhishek.s-j]

Hi @Trudy Claspill , Can we do something with Jira Templates, the list of summary questions and testing instructions questions/fields are more.

[abhishek.s-j]

I was confused, because we cannot set new custom fields for each question since that would be like too many fields then, what is the suggested approach.

[Trudy Claspill]

Hello @abhishek.s-j 

If you don't create fields to store the answers to the questions, how do you expect to retain the answers in the issue?

Jira Cloud does not natively have a template feature. When you say "Jira Templates" are you referring to a third party app? If you are, which one specifically, because I am not finding a Jira Cloud third party app named "Jira Templates".

[abhishek.s-j]

Hi @Trudy Claspill , thank you for your response,

Yeah, I agree, But won't it become too clumsy, if we have custom fields for each questions, there are more than 15 questions.

What would be the different ways to tackle this.

[Trudy Claspill]

If you want the answers stored in Jira, and if you want to be able to filter issues based on the answers, then you need custom fields. The type of custom fields depend on the types of answers that can be supplied for each question. Are the answers free form text? Are the answers multiple choice? Are the answers Yes/no? Can a question be left unanswered?

If you don't need to be able to filter issues based on the answers and you don't need to validate the responses, then you could use one Paragraph type custom field  filled by default with the text of all your questions. The expectation would be that the user would add their answers within that field.

Using custom fields added to a screen and attaching that screen to the workflow transition is the only native method to meet your requirement. Note that attaching a screen to a transition is an option only if you are working with a Company Managed project  if you are working with a Team Managed project that option isn't available, and in that case I'm not aware of a native solution to your problem.

[abhishek.s-j]

Thanks @Trudy Claspill ,

It is company managed project.

Paragraph type custom field seems like a good solution, Thank you.

[abhishek.s-j]

Hi @Trudy Claspill , How do we fill this field by with text of all questions, 

is it by filling it in description ?, correct me if I am wrong.

[abhishek.s-j]

Also we want both questions and answered to be retained at the end, not just answers right ?

[Trudy Claspill]

Set the Default Value for your new custom field to the text of your questions.

https://support.atlassian.com/jira-cloud-administration/docs/configure-a-custom-field/

The text that you provide will be put into the field when the issue is created, and will be editable after that.

You will need to train the end users to insert their answers and not delete the default text.

[abhishek.s-j]

Thanks @Trudy Claspill 
May I get clarity on this requirement as well:

How to accomplish this:

- When the issue status is moved  TO “Resolved - Fixed” AND with condition that the “Fix Versions” field is non-empty.

This is a condition to be met.

[Trudy Claspill]

Review the document link I provided concerning managing workflows in my first response.

[abhishek.s-j]

Thank you @Trudy Claspill !!

[abhishek.s-j]

HI @Trudy Claspill , I tested this out, and it was really helpful.,Everything worked perfectly.

I have a different query, that is, I have a custom field associated with a screen when transitioned to RESOLVED, I have default value for that field, with questions in at, below which assignee can answer,

But the problem is, I want this to get added to "description fields" in issue view screen after transitioning into resolve, How do we do that ?

I did try various option, one was to drag my custom field under description fields in issue layout under project settings, but doing so adds the field into issue view, even before transition happens, though I have associated it separately with only resolve issue screen.

How to do this, by making field appear after it was filled , when It was transitioned to RESOLVED ?

[Trudy Claspill]

@abhishek.s-j 

That is an entirely separate question from your original post. Please start a new Question in the community for that topic.

[abhishek.s-j]

Sure, thanks @Trudy Claspill 

[Kavitha Chandrasekaran]

@abhishek.s-j 

Instead of a pop-up, if you make those additional fields summary questions, testing instructions etc optional. 

Add a validator when the issue status is moved  TO “Resolved - Fixed” AND with condition that the “Fix Versions” field is non-empty and make the summary questions, testing instructions required for this scenario. 

I tested with issue status is moved  TO “Closed” AND with condition that the “Fix Versions” field is non-empty, environment field is required. 

You could start with this and expand to using a transition screen. 

[abhishek.s-j]

Hi @Kavitha Chandrasekaran  , Can we do something with Jira Templates, the list of summary questions and testing instructions questions/fields are more.

[abhishek.s-j]

Also, I was confused, because we cannot set new custom fields for each question since that would be like too many fields then, what is the suggested approach.