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You can prevent the Jira issue from transition to the next state if not all Smart Checklist items are checked. That's done by validating the |
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Not available in next-gen projects. Please see the details here. |
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This instruction describes the process of setting up a validator for CLOUD and SERVER instances. Read carefully which one you are trying to set up. The process is pretty straightforward and covers:
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Let's go through the steps.
Create "Smart Checklist Progress" custom field
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Make sure you don't have this field on your Jira instance yet. |
- Go to "Custom Fields".
- Press "Add Custom Field".
Choose "TextField (single line)".
- Name it "Smart Checklist Progress".
- Associate screens to the projects where you want to track progress and set up a validator.
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When adding the custom field "Smart Checklist Progress", mind the caps letters and exact wording. |
Set up transition validator for CLOUD Instances (read about Server below)
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RequiresSmart Checklist Progress Custom Field→ "Smart Checklist Progress" Custom Field set up |
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☝🏼 NOTE: Not available in Next-Gen projects. Workflow customization isn't available yet for Next-Gen projects. As of now, it is on the longer-term roadmap of the Atlassian team. Therefore, transition validators are not available either. |
Set up Validator
Go to Project Settings → Workflows
Choose the Workflow you want to add validation to and click Edit:
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Add Validator
3.1. Choose transition and click on the
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Validators
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link:
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3.2. Add Validator:
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3.3. Choose
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Regular Expression Check
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and click Add:
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3.4. Choose "Smart Checklist Progress" field
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and set Regular Expression value to:
Regular Expression 👉🏻 |
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3.5. Click Add - a new Validator will be saved:
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4. Then Publish this changed workflow:
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Check Validator in action
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Go to
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your project Board.
Try to change the state of an item with opened checklist items.
You'll get the error:
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If you check all Smart Checklist items - you'll be able to transition the Jira issue successfully:
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Set up transition validator for SERVER Instances (read about Cloud above)
- Go to "Workflows".
- Choose one that you want to add validation to and click Edit.
- Choose transition and click on the "Validators" link:
4. Add Validator:
5. Choose "All Smart Checklist items are checked off".
6. Click Add - a new Validator will be saved.
7. Then Publish this changed workflow:
Check Validator in action. SERVER Instances
- Go to Kanban board (or Issue view).
- Try to change the state of an item with opened checklist items.
- You'll get the error:
4. If you check all Smart Checklist items - you'll be able to transition the Jira issue successfully!
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If you want to know how to display "Show Checklist progress" on Agile boards read Progress on Agile Board |
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Hope everything works for you! 🚀
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