ES - Requiring electronic signatures on transitions
Requiring electronic signatures on ticket transition
When you add the electronic signature fields, the credentials are required when a user attempts to edit the ticket. In addition to this, you can also require users to enter credentials when they move tickets from the "In progress" to "Done" status.
- Go to Jira Administration > Issues > Screens.
- Select Workflow Screen and click Configure.
- Add your custom field to the screen.
- To assign the Workflow Screen to transition, go to Issues > Workflows.
- Click Edit for a project where you want to modify the workflow. Click a Diagram view.
- Select the transition where you want the signature to be required. The configuration panel appears. Click Edit.
- Select Workflow Screen from the dropdown menu and click Save.
Now users will be required to enter credentials in the Electronic Signature field when moving tickets from "In Progress" to "Done".
Requiring electronic signatures on bulk transitioning
In addition, you can also require users to enter credentials when they move several tickets at the same time (bulk operation) from In progress to Done status.
- Add Electronic Signature custom field to the Workflow Screen and assign it to the necessary transition.
- Select your tickets, go to Jira Tools and click Bulk change.
- Select the Operation and the Operation Details that you need.
Now users will be required to enter credentials in the Electronic Signature field when moving tickets from In Progress to Done status.
Requiring electronic signatures on tickets creation in Jira Service Desk
This feature is available starting with version 2.0.1 for Jira 8 and above.
To add the User Validator or Logged User Validator field to your Jira Service Desk project, perform the following steps:
Make sure you've added the Electronic Signature custom fields to your Jira Service Desk project screens.
- Go to Project Settings > Request types > General.
- Click Edit fields for the necessary request type.
- Click +Add a field, select your electronic signature field and click Apply.
- To make the electronic signature field required, click Yes.
That's it. Electronic Signature field will now appear on the selected request type.