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How to make a field required only on a Workflow Screen in Jira

Tags:

workflow

jira

I am configuring Jira for bug reporting, I have customised the create/edit/view screens for creating a "Bug" issue type and defined a custom workflow, two of my workflow steps "resolved" and "closed" have custom screens or "views" as they appear to be called in the workflow configuration

So far I can't see any way possible to make a field required in only the "resolved" or "closed" views/screens because I cannot assign a field configuration to these screens.

If I just try use the default field configuration assigning different fields to different screens, the fields will show as required on the screens I have mentioned, however they will also be required in the "create" etc. screens even though they have no association with those screens

Has anybody successfully setup required fields in Jira for workflow screens without that field being mandatory on subsequent screens? I think I've tried almost every possible combination of configuration to do this without resorting to plugins or hacking

like image 583
Toby Avatar asked Oct 20 '11 22:10

Toby


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How do I make a field required in a workflow in Jira?

On the Validators tab, click on the Add Validator button, and from the list of Validators that shows up, select the 'Fields Required' validator, and then choose the field of your choice as the required field.

How do I hide a custom field on a screen in Jira?

If you no longer want to expose a field through Jira's user interface, select the Hide link associated with that field. You can make this field visible again at any time by selecting the Show link.


1 Answers

You need to make that change in the workflow.

If you are working on an active workflow then go to workflows and make a copy of it. Then in the copy, click on the *transition" that you want to have the required field. So if you want the move from "resolved" to "closed" to have a field be required then click on the "resolved" transition called "close issue".

In here you should see tabs for *conditions", *validators", and "post functions". You want to create a validator. Go to validators and click add.

Here it will give you a choice of all sorts of validators. Hopefully one of the is "fields required"*. Choose that validator and click "next". It will then give you a multi-select list to chose which fields should be required for this transition. Simply choose the fields you want required and hit "next".

Once this is all done you will then need to activate that new workflow. Which in volves adding it to a workflow scheme and then assigning that workflow scheme to your project. If you need help with that part, then post a new question and leave me a comment and I'll try to help you out.

I have been doing a LOT of work with custom workflows lately and the power and versatility is simply staggering.

*I say hopefully because I have the "fields required" option, but I have also installed a couple of Workflow plugins that may have added that one. If you don't have it then you may need to install on of these plugins:

  • JIRA Misc Workflow Extensions
  • JIRA Suite Utilities
  • JIRA Toolkit Plugin
  • Workflow Essentials for JIRA
like image 101
Jason Dean Avatar answered Sep 23 '22 18:09

Jason Dean