How to add validator on forms via workflow or automation?
Platform Notice: Cloud Only - This article only applies to Atlassian apps on the cloud platform.
Summary
This article explains how to add validation to forms (whether they are attached or submitted) using two methods.
You can require a form via a Workflow Validator (blocks a transition until the form is submitted — good for agent-driven steps) or via Automation (adds a check to existing automated transitions, e.g. auto-close). Pick the validator for manual transitions, and automation when a rule already drives the transition.
Use cases
Resolve/status validation — Ensures a form is submitted before an issue is resolved or moved to another status. If automation closes issues, add a check to verify the form is submitted first.
Approval status — Ensures an agent attaches a form before moving an issue to Approval, keeping all details available in one place on the portal.
Gathering reporter details — Prompts the agent to attach a form (e.g., an IT checklist) before advancing the issue to the next status.
Solution
To perform the workflow changes, you would need to be a Jira Administrator
Using workflow validators
Forms: Forms attached.
Forms: Forms submitted.
To add these, you would need to follow the steps below:
Verify the workflow used by the selected issue type.
Navigate to the workflow from within the project Space Settings > Workflows > Edit.
Select the transition to add the validator.
Add the validator Forms: Forms attached/Forms: Forms submitted.
Publish the changes.
Using automation
To add conditions using automation
Trigger: Choose an appropriate trigger based on your use case.
Condition: If Forms attached > select the specific form (add additional conditions as you see fit).
Action: Transition issue.
After adding the validator/automation, attempt the guarded transition without a submitted form and confirm it is blocked; then attempt it with a submitted form and confirm it proceeds.
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