descriptionAutomate repetitive actions when moving issues between statuses. Learn how to update custom fields automatically and more.

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The following information only applies to next-gen projects.

To check which type project you need help with, look at the bottom of your project’s left-hand sidebar:

  • If you see an icon stating You’re in a next-gen project with Give feedback and Learn more menu items, you're in a project.

  • If you don't, you're in a classic project. Check out our classic project documentation.

Rules help you streamline your team's process by automatically updating fields when you move issues through your workflow. Workflow rules can automatically update an issue's fields, or limit the people who can use a certain transition in your workflow, and more. Read more about workflows in next-gen projects.

Currently, we have the following workflow rules:

  • Assign an issue to someone

  • Update an issue field

  • Restrict who can move an issue
  • Remind people to update empty fields
  • Check that an issue has been through a status

Learn more about each rule and see examples of how you might use them.

You must have the administrator role in your project to do the things described on this page. Learn more about next-gen project roles.

Add a new rule to a transition

To add a rule to a transition:

  1. From your project's sidebar, select Project settings > Issue types.

  2. From the sidebar, select the issue type you want to edit.

  3. Select Edit workflow.

  4. From the workflow toolbar, select Rules.

  5. Select the rule you want to add from the list and click Select.

  6. Select the transition you want to add the rule to from the For transition dropdown.

  7. Fill out the required information to set up your rule, and click Add.

To see the rule in action, create a test issue and move it through your workflow.

You can add up to 10 rules to each transition.

Take care when using a rule to restrict who can transition an issue. If you remove the person or role associated with the rule, your team may have trouble moving issues through your workflow.

Edit a transition rule

To edit a rule on a transition:

  1. From your project's sidebar, select Project settings > Issue types.

  2. From the sidebar, select the issue type you want to edit.

  3. Select Edit workflow. The workflow editor appears.

  4. Select the transition in your workflow diagram. The transition details pane appears.

  5. Under Rules, click the card for the rule you want to edit.

  6. Make your changes and select Update.

Your newly edited rules are applied to your software project when you save and exit the workflow editor.

Delete a transition rule

To delete a rule from a transition:

  1. From your project's sidebar, select Project settings > Issue types.

  2. From the sidebar, select the request type you want to edit.

  3. Select Edit workflow.

  4. Select the transition in your workflow diagram. The transition details pane appears.

  5. Under Rules, click the card for the rule you want to delete.

  6. Click the Delete rule button.