How to add validator on forms via workflow or automation?


Platform Notice: Cloud - This article applies to Atlassian products on the cloud platform.

Summary

This article aims to explain how to add validation on forms(whether forms are attached or forms are submitted) using two methods:

  • Workflow Validators(Agents manually performing these steps)
  • Automation(to add an additional check to existing automated tasks)

Environment

Jira Service Management Cloud

Diagnosis

Use cases:

  1. When you need to ensure that the form is submitted before an issue is resolved/moved to any other status you can setup this validation similar to other workflow validators. If you have a setup where automation is closing issues, then we would need to add an additional check to ensure that the attached form is submitted before closing the ticket.
  2. You need to move the issue to an Approval status but at the same time want to ensure that all details are available in one spot on the portal. You can add a validator to ensure that the agent attaches a form before moving the issue to the Approval status 
  3. You would like to gather further details from the reporter for example, like an IT checklist. The agent is prompted to attach the form before moving it into the next status.


Solution

To perform the workflow changes, you would need to be a Jira Administrator

       1. Using workflow validators, we have two options to validate:

  • Forms: Forms submitted
To add these you would need to follow the below steps:


  1. Verify the workflow used by the selected issue type
  2. Navigate to the workflow from within the project Project Settings > Workflows > Edit
  3. Select the transition to add the validator 
  4. Add the validator Forms: Forms submitted
  5. Publish the changes


      2. Using automation, you would need to add additional checks before performing the transition

To add conditions using automation

Trigger: Choose an appropriate trigger based on your use case
Condition: If Forms attached > select the specific form (add additional conditions as you see fit)
Action: Transition issue 





Last modified on Jul 6, 2023

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