Capturing additional information during workflow transitions

When users execute a workflow transition, we have an option to display an intermediate workflow screen. This is a very useful way of collecting some additional information from the user. For example, the default JIRA workflow will display a screen for users to select the Resolution value when the issue is resolved.

Tip

Issues with resolution values are considered completed. You should only add the Resolution field to workflow screens that represent the closing of an issue.

Getting ready

We need to have a workflow to configure, such as the Simple Workflow that was created in the previous recipe. We also need to have screens to display; JIRA's out-of-the-box Workflow Screen and Result Issue Screen will suffice, but if you have created your own screens, they can also be used.

How to do it...

Perform the following steps to add a screen to a workflow transition:

  1. Select the workflow to update, such as our Simple Workflow.
  2. Click on the Edit button if the workflow is active. This will create a draft workflow for us to work on.
  3. Select the Start Progress transition, and click on the Edit link from the panel on the right-hand side.
  4. Select the Workflow screen from the Screen drop-down menu, and click on Save.
  5. Repeat STEP 3 and STEP 4 to add Resolve Issue Screen to the Close transition.

If we are working with a draft workflow, we must click on the Publish Draft button to apply our changes to the live workflow.

Tip

If you do not see your changes reflected, it is most likely you forgot to publish your draft workflow.

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