What is the best way to have custom fields (and the screen tabs they occupy) appear by default in a situation where transitions have field-based validations?
I'm using JIRA server with Portfolio and Service Desk. I'm using JIRA Suite Utilities to require fields during a workflow transition.
So after a lot of experimentation, I was able to find a solution for this with @Joshua Goffstein.
Here's the solution we settled on: transition screens.
The downside is progressive visibility (not all fields are visible from the first status), but that was a minor issue for our situation.
DO NOT set a default value just to make the field visible in the issue details. At my first job working with JIRA management didn't like the field not being visible and required it be set to TBD against my advise. After a couple months of this practice when we ran a report TBD was still in the fields. Since there was a value we couldn't make them fill it in as required during a transition and most users didn't change it to a valid value during the transitions. We removed the default values so we could get meaningful data.
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Joe I 100% agree with you--it makes bad data.
How, then, do you make custom fields visible? I can't expect my users to regularly fill out fields they can't actually see. Is there some documentation on this because I also understood default values as the workaround for this.
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There's no way to do this. You've set up a situation where you don't want a default value in a field at the same time as wanting one. You need to decide which is more useful for you and go that way (possibly on a field by field basis)
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I really don't want to set default values; it's a workaround. If I didn't have to set them to make fields visible, I wouldn't ever set a default value.
The objective for me would be:
If I can achieve that without default value, I'd love to know how.
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As I said, there's no way to do this. If you want a field to appear on the issue view, you need to have data in it.
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