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overdue issue

Анастасия
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March 20, 2022

How can I ask the manager to fill in the "Reason for delay" field when closing an issue if it was overdue?

1 answer

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Ste Wright
Community Champion
March 26, 2022

Hi @Анастасия 

Normally, you can't.

You could look if an App can manage this - but I can think of a native option (assuming the transition to done is not all <> all)

You could...

  • Create a checkbox custom field - Overdue
  • Have an Automation rule which populates Overdue, if the due date is in the past
    • I'd suggest having the opposite also, to clear Overdue if due date is changed to a future date
  • Create an additional resolution screen - adding the field Reason for delay to it
  • Modify the Workflow, to have two transitions to Done
    • Not Overdue - set a condition that allows for this transition if Overdue is NULL. Have the resolution screen without Reason for delay on it
    • Overdue - set a condition that allows for this transition if Overdue = Yes. Then, use a validator to require the Reason for delay field during the transition. Finally, add the new resolution screen to this.

Effectively, users would only ever see one of the two transitions - but they'd behave differently, depending on whether Overdue is populated or not.

Let us know if this works for you - or if you need any more specific instructions!

Ste

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