workflows using user defined fields

[kate reeder]

Is there a way to create a workflow using a user defined field? These would be fields I've added (i.e. department code), not default fields that came out-of-the-box. When I go in to create workflows the only fields I see available to choose from are the default JIRA fields, I don't see any of my custom fields available to choose from. 

[John Funk · Accepted solution]

Hi Kate - Welcome to the Atlassian Community!

What type of project are you using? Team-managed? Company-managed? Jira Work Management? 

And how are you trying to use the fields in your workflow exactly?

[kate reeder]

Hi John - this is using JIRA Software on a scrum board. Company-Managed project. We have custom fields to identify the Assigned Developer and Assigned Tester. I also have a column on the board for 'Ready for QA'. The developer moves their issue to this column when they are done with development and want the QA team member to begin testing efforts. Initially the Assigned Developer field reflects the same person as the Assignee field (default JIRA field). When an issue is dragged into the 'Ready for QA' column, I want to change the Assignee field to reflect the Assigned Tester, and then trigger an email to the Tester to let them know the issue is ready to be tested. I am struggling to find a way to automate changing the Assignee field to reflect the Assigned Tester. I don't want the Developer to have to open the ticket and manually do this, it would be ideal if the system could just automatically change the Assignee to the Assigned Tester when the development team member drags the issue into the 'Ready for QA' column. 

[John Funk]

Okay, thanks for the additional information. This should be pretty straightforward. It would be an automation rule triggered for Issue Transitioned.

Select the Ready for QA status as the one being transitioned to. 

Then add a new action for Edit Issue and select the Assignee field as the field to update.

Then click the 3 dots to the right and select Copy from.

Choose the current issue. Then click on the Copy Assignee from current issue text again - this will bring up a dialog box like below. Then just select the field for Assigned Tester. 

That should do it for you. Be sure to save and publish. 

[kate reeder]

Thanks, John! We'll give this a try!

[Yakov Melman]

Hi @John Funk Thank you for your detailed response. Could you help me with this step, pease: "add a new action for Edit Issue". Check the screenshot: https://prnt.sc/Bao77TbuHzA1

I can see "Add status" and "Add transation" only. What am I doing wrong? Thank you in advance.

[John Funk]

@Yakov Melman - You are editing a a workflow, not an automation rule.