Restrict access to certain Jira Cloud work items based on the value of a custom field

Summary

Restrict access to Jira work items using a custom field value with Work Item Security Schemes and Automation Rules.

Environment

Jira Cloud

Jira Service Management

Solution

We can restrict access to certain users based on the value of a custom field in Jira using Work Item Security levels and Automation rules.

Here's a general overview of how you could set that up:

Create a Security Level

1. Go to Project settings.

2. Select Work item security schemes.

3. Add a new security level or edit an existing one. In this example, we will use Restricted Access - CustomFieldValue A.

4. Assign the above security level to a group of users of the CustomFieldValue A group you want to restrict.

5. Add a new security level and name it. For example, Restricted Access - CustomFieldValue B.

6. Assign the above security level to a group of users of the CustomFieldValue B group you want to restrict.

Note: You have to create work item security for each dropdown available in the custom field.

Set up Automation

Create an automation rule that changes the security level based on the value of a custom field.

1. Go to Project settings.

2. Select Automation.

3. Add a new rule.

4. The automation rule could look like the following:

   1. When: Work Item Created

   2. Condition: Custom field equals specific value like CustomFieldValue A.

   3. Action: Set the work item security level to Restricted Access - CustomFieldValue A.

5. Create a new automation rule for CustomFieldValue B of the custom field similar to the above.

Remember, only the users who have been assigned the Restricted Access security level will be able to view or edit the work item.