Transition into a different status depending on conditions

[phil.americus]

Hi. I am trying to see if I can create a transition that will change the issue status depending on certain conditions.

In my Jira, the statuses flow from "Open" to "In Progress" to "Resolved" to "Documentation" to "Closed". All statuses must transition through "Documentation" (so that our doc team doesn't miss anything). There is a transition that goes from "Open/In Progress/Resolved" into "Documentation".

I want to add some logic to this transition to check conditions on the ticket and transition it into "Closed" if it meets those conditions. For example, it the ticket is labeled as "Duplicate" or "Won't do".

Any ideas?

[Patrick Ricciardi · Accepted solution]

It seems like this would be a perfect time to use Project Automation. Create a rule that runs every time a ticket is transitioned. Check the values that you need to check, if they all pass than transition the ticket to Complete.

This guide covers the basics: https://www.atlassian.com/software/jira/guides/expand-jira/automation

[phil.americus]

Thanks @Patrick Ricciardi

It looks like automation should do what I need. I'll check it out, but I am a bit wary about paying for yet another component.

[Patrick Ricciardi]

If you're using Jira Cloud, you are in luck. Project Automation is free.

If you're using Jira Service Desk look for a section called Project Automation in Settings, if you're using a regular Jira project it is simply called Automation.

pat

[phil.americus]

Excellent! I gave it a try and it is working perfectly!

Thanks for your help :)

[Jack Brickey]

You can add a Condition to the transition in the workflow that restricts the transition leveraging the allowed values of your field. Are you well versed in editing workflows or do you need assistance in that process?

[phil.americus]

Thanks. Conditions let me restrict the transition to only happening under certain conditions. But here I want it to happen automatically.

[Jack Brickey]

then definitely go w/ Automation as Patrick mentions.