Validate before transition

You can prevent Jira issue transition to the next state if not all Smart Checklist items are checked. That's done by validating "Smart Checklist Progress" custom field on specific value.

Let's go through the steps.

Create "Smart Checklist Progress" custom field. 

  1. Go to "Custom Fields"
  2. "Add Custom Field"
  3. Choose "TextField (single line)

  4. name it "Smart Checklist Progress"  (mind the caps letters and exact words)
  5. Associate screens to the projects where you want to track progress and setup validator

Set up transition validator for CLOUD Instances (info) (read about Server below)

  1. Go to Workflows
  2. Choose one that you want to add validation to and click Edit
  3. Choose transition and click on "Validators" link
  4. Add Validator
  5. Choose "Regular Expression Check"
  6. Choose "Smart Checklist Progress" field
  7. Set Regular Expression value to 

  8. Click Add -  new Validator will be saved
  9. Then Publish this changed workflow

Check Validator in action. CLOUD Instances

  1. Go to Kanban board (or Issue view)
  2. Try to change the state of an item with opened checklist items
  3. You'll get the error:
  4. If you check all Smart Checklist items - you'll be able to transition Jira issue successfully
  5. Enjoy!

Set up transition validator for SERVER Instances (info) (read about Cloud above)

  1. Go to Workflows
  2. Choose one that you want to add validation to and click Edit
  3. Choose transition and click on "Validators" link
  4. Add Validator
  5. Choose "All Smart Checklist items are checked off"
  6. Click Add - new Validator will be saved
  7. Then Publish this changed workflow

Check Validator in action. SERVER Instances

  1. Go to Kanban board (or Issue view)
  2. Try to change the state of an item with opened checklist items
  3. You'll get the error:
  4. If you check all Smart Checklist items - you'll be able to transition Jira issue successfully!


If you want to know how to display "Show Checklist progress" on Agile boards read Progress on Agile Board