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Additional custom button on the transition screen in JIRA

Pangeel Shubha May 7, 2019

Hi, My requirement is as below:

1. Screen pops up when transitioning from "Review" to "Review Complete".

2. The screen has 5 items with Yes, No, NA radio buttons for each item.

3. Screen should have 3 buttons at the bottom, Review Complete, NG and Cancel.

4. Review Complete button is disabled when any item is "No".

 

My questions are below:

a. I added a screen at the transition. But I have only two clicks possible, Review Complete (which is the transition) and Cancel. How do i add another button to click -"NG" on the screen.  

b. Is there a way to conditionally enable the buttons. I havent yet come to this part though I think post functions should be able to help.

 

Any suggestions on the above will be highly appreciated.

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Nic Brough -Adaptavist-
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May 8, 2019

No, because it is too late in the process, and there's no use for it.

A transition is a broadly linear process - check if you can do it, user triggers it, screen appears, validation gets done, post-functions run, then status is changed to the target.

At the point where the screen is presented, the user only has two logical actions available - cancel the transition or proceed.  A third option makes no sense, as they've already decided where they probably want to land.

So, this begs the question of what you expected "NG" to do?  Is it the same as proceed or cancel?  Or were you looking for something else?

Pangeel Shubha May 8, 2019

Thank you. I agree with your comment and I understand what I am trying to achieve is really not conventional for JIRA. But I am quite new to JIRA and wanted to get inputs from the experts. My expectation from "NG" is as follows":

One of our user wants to have a checklist for a particular task before transitioning from REVIEW to DONE using a screen that pops up during the transition.

So if all the items on the screen are satisfied (Yes in the radio button), transition to the next state (DONE).

If any of the items are not satisfied (marked as No in the radio button) say its NO GOOD and transition back to the previous state (In Progress). 

The OK button gets enabled only when all are marked as YES. Else only the NG and Cancel buttons are enabled. (I am not sure if this can be implemented in jira either)

The request is kind of tricky and probably JIRA is not the ideal solution, but for now we need to find a workaround. 

Using the single available button of OK, adding a post function to check if any items are NO on the screen then pop another screen with a message and transition back to In progress - may be the only workaround ?

Nic Brough -Adaptavist-
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May 8, 2019

That simply means the NG and Cancel button do exactly the same thing - cancel the transition.  You don't need the NG button, the user just uses cancel.

You're thinking of the transition screen as being the whole transition.  It's not.  It is part of a transition in your process.

You can map your actual process in the workflow, but you're missing a status if you want to map exactly what you've described.  The flow becomes:

Review --(ask)--> Is this ok?  --(pass)-->  Yes

The middle state would have a transition back to review as --(no good)--> as well as the (pass) transition.

However, the whole process is also clumsy and there's a far better way to do it in Jira.  The workflow should be what you have now:

Review --(pass)-->  Yes

With a "condition" on it that says "only allow this when all the items are marked yes"

You could also use a validator, but that's going to annoy the users unless you have the check-boxes on the transition screen so they can add the ticks.

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Pangeel Shubha May 8, 2019

Thank you Nic. 

In reality, I have added an intermediate step "Review complete" before Done. I mentioned Done so as to not complicate my question. 

I do have radio buttons for the users to check each item for pass or fail.

So I guess I will add a condition or use a validator and check how it goes. 

Thanks for your time and patience in explaining it in detail. 

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Nic Brough -Adaptavist-
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May 8, 2019

Ah, so you were way ahead of me already, with a "review complete" status.  That's great to hear, as it means things are working well for you!

I'd like to think the conditions or validators will help, but if they don't, please do come back here.  I would ask a new question if I were you, so it gets a wider audience, but the community is about helping each other, so just ask.

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Prakhar Srivastav {Appfire}
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May 7, 2019

@Pangeel Shubha 

You can only add transition screen per transition hence you will see only two buttons , for doing the transition to next workflow step or cancel it and remain at the same workflow step.

You can use validator in your next workflow step which will check the value of required field. So in case if the value is not supplied and transition button is clicked then it will show an error message accordingly.

Regards

Prakhar

Pangeel Shubha May 7, 2019

Thank you Prakhar for your prompt response. Just as I feared. So there is no workaround to add an additional button through some plugin ?

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