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Require a field during specific transitions

Kim Killen July 23, 2024

This is the part of Jira I just cannot wrap my head around! I’m pretty sure it’s because Jira named items by simply reordering the same four or five words and then added “scheme” at the end…? Or is it just me?

Here's what I need help with A team would like to require the ‘Time Spent’ field when the following transitions take place:

  • When the status of issue type Mobile Setup goes from Pre-Alpha to Alpha
  • When the status of issue type Mobile Setup goes from Pre-Beta to Beta
  • When the status of issue type Mobile Setup goes from Pre-Submit to Submit
  • When the status of issue type Mobile Resubmit goes from Pre-Submit to Submit
  • When the status of issue type Mobile Task goes from In Progress to Resolved
  • When the status of issue type Hotfix goes from In Progress to Done

Here is a list of the schemes, etc. from the Project Summary:

  • Issue Type Scheme: Default Issue Type Scheme (migrated)
  • Workflow Scheme: MYS Workflow V4
  • Screen: Default Screen Scheme (migrated)
  • Scheme: Default Issue Type Screen Scheme (migrated)
  • Fields: Default Field Configuration (migrated)
  • Scheme: Default Field Configuration Scheme

Configure Screen Scheme.pngField Scheme.pngIssue Configure Screen.pngIssue Type Scheme.pngScreen Scheme.pngWorkflow.png

How do I go about doing this?

I confirmed, I believe, that the Time Spent field is configured to be visible on the Configure Screen Scheme.

And don’t be stingy here. Act as if you are talking to a 9-year-old. Pretty please with a cherry on top!

2 answers

0 votes
Lucas Modzelewski _Lumo_
Atlassian Partner
July 23, 2024

Oh yes, it is twisted and can easily confuse, then finding things in navigation can be like a lottery! Also some time button edit edits something, and sometimes it triggers name change...

My first advice would be to separate settings for 1 out of 2307 projects for a test, just in case you mess up :D 

If you want to add/update some data manually on transition, you will need to add some screen (the modal where user can update data), on that screen you can list and mark required fields you need and your user need to fill.

You can do that in screens section. Same screen can be used on different occasions so make sure you describe the intent or make it crystal clear what it should cover.
eg.
xray example.png

Then in given workflow, on given transition you need to hit the edit button and add the created screen :) 
rejected.png

 

This way, when user performs this transition, chosen screen will show in modal prompting user to fill required fields.

You should check some of the free university trainings for workflows eg. https://university.atlassian.com/student/catalog/list?search=workflows 

0 votes
Shawn Doyle - ReleaseTEAM
Community Champion
July 23, 2024

Multiple ways to achieve this.  I do applaud you for making sure the field is visible in all screens before making it mandatory.

I would lean toward a workflow condition or validator.  Go into the workflow(s) in question, and add the condition to make that field mandatory.  

 

Kim Killen July 24, 2024

Thanks, Shawn. Do I need to be concerned with specifying an issue type? For example, "issue type Mobile Setup goes from Pre-Submit to Submit". I only want the Time Spent field to be required IF the issue type is Mobile Setup AND the status is transitioning from Pre-Submit to Submit. 

Do I need a condition? 

Is the validator in the screenshot correct? 

Validator.png

Shawn Doyle - ReleaseTEAM
Community Champion
July 24, 2024

yes, you do need to look at which issues types are using this workflow.  As @Lucas Modzelewski _Lumo_ points out, it is best to make a copy of this workflow and the different schemes to isolate the changes to just the projects and issue types you would like the changes to apply to.

 

Kim Killen August 13, 2024

Now I come across this error message...Screenshot 2024-08-13 103458.png

Don't forget - speak to me as if you're teaching an 8th grader. 

Help me, I'm poor. 

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