Set up automated option only when it's appropriate.

[Jason Chayer]

At the Ready to Release step in my workflow, I want to add a new step called ‘Send Discontinue Notice’.  This step will land back at Ready to Release so no actual movement.  Just a ‘button’ to push to automate a notice to a couple teams of an item being discontinued.  I don’t want to have this for everything since some items do not need to go to this step.

Any ideas on what I need to do here?

[Marc - Devoteam · Accepted solution]

Hi @Jason Chayer 

You can create a transition from status "Ready to Release" to "Ready to Release".

Give that transition a name and based on the transition, rigger an automation.

[Jason Chayer]

Thanks @Marc - Devoteam , I did not realize you can transition a status to itself.

[Jason Chayer]

@Marc - Devoteam  - I did this, but now on my board, business project (company managed), I am not seeing this as a column.

[Marc - Devoteam]

Hi @Jason Chayer 

No this can only be done on the issue itself.

This is not possible to visualize on a board.

[Jason Chayer]

@Marc - Devoteam - in looking at the issue itself, when I go to change the status, I do not see the transition to Ready to Release if I am on the status Ready to Release.

[Marc - Devoteam]

Hi Jason,

Can you show me the workflow and the transition?

[Jason Chayer]

@Marc - Devoteam 

[Marc - Devoteam]

So you have a transition in place.

Now create an automation rule that when this transition is executed sent an email.

This transition can only be execute on opening the issue, not on the board.

This because board columns are based on statuses and you are not changing a status.

[Jason Chayer]

@Marc - Devoteam - so maybe I am confused. When I am already in the Ready to Release status, I open the issue, go to change status, I do not have the option to "move" it to Ready to Release. My only options are to Done or back to EDI Update.

[Marc - Devoteam]

Hi @Jason Chayer 

Ah, new GUI issues.

This transition is now being placed under the actions button, next to the status button.

[Jason Chayer]

Thanks @Marc - Devoteam  for your help.