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Transitioning Issues Based on Custom Field Conditions

Transitioning Issues Based on Custom Field Conditions

Overview: This KB article guides how to configure a Jira workflow to transition issues automatically based on conditions evaluated from custom fields.

Instructions:

  1. Identify Custom Fields: First, identify the custom fields you want to use for your conditions. In the provided example, customfield_11778 and customfield_13163 are single-select custom fields. Ensure these fields are correctly configured in your Jira instance.

  2. Determine Transition IDs: Determine the transition IDs for the transitions you want to trigger based on the conditions. In the provided example, transition names Done and Escalate are used. You can find these IDs by inspecting your workflow configuration in Jira administration.

  3. Create a 'Transition issue(s) ' Post-Function: Navigate to your workflow configuration and add a 'Transition issue(s)' post-function to the transition leading to the 'DONE' status. Choose 'Calculated Transition' and insert the following code:

{% if issue.customfield_11778 == null or (not issue.customfield_13163 or not issue.customfield_13163.value) %} 21 (Done@@Software Simplified Workflow for Project ABC) or (Transition ID(s)) {% else %} 41((Escalate@@Software Simplified Workflow for Project ABC)or (Transition ID(s)) {% endif %}

Note : It’s always recommended to use Transition ID(s) instead of name(s) in the script.

Here's the breakdown of the script and its use-case:

  • Use-case: The script aims to determine the transition to be executed on an issue within the "Software Simplified Workflow" for a project named "Project ABC."

  • Conditions:

    • If customfield_11778 is empty (null) or if customfield_13163 is empty or does not have a value (not issue.customfield_13163 or not issue.customfield_13163.value), then the "Done" transition is selected for execution.

    • If the above conditions are not met (i.e., customfield_11778 is not empty and customfield_13163 has a value), then the "Escalate" transition is chosen for execution.

  • Transition Execution:

    • If the conditions for the "Done" transition are met, the script returns Done@@Software Simplified Workflow for Project ABC 21(Transition ID(s)).

    • If the conditions for the "Escalate" transition are met, the script returns Escalate@@Software Simplified Workflow for Project ABC 41(Transition ID(s)).

Replace customfield_11778 and customfield_13163 with the correct IDs of your custom fields. Also, replace the Name of the workflow with the name of your workflow.