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UI Text Box
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Use case

When doing a lot of manual work, some steps can be forgotten from time to time, even if they are tightly related to each other, e.g. transitioning an issue to "In Development" when the assignee is changed to a user in the "Developers" project role. In this example we will configure a rule that will automatically transition those issue.


Page properties
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Function

<link to function being used>

Use case description

When the assignee is changed to a user in the 'Developers' project role, the issue is transitioned to 'In Development' status.

Complexity

Status
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titleBeginner




UI Steps

Image Modified Field Changed Event

UI Step

Create a new rule and name it appropriately.

UI Text Box
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Providing a description will help you to identify what the rule does but this step is optional.<snippet>


UI Step

Add a trigger and choose the Trigger → Field Changed Event


ui-steps


ui-step

Field*

Choose Assignee

in Fields* and Any value in


UI Step

Changed to*

Choose Any Value



UI Text Box
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No further configuration needed. The automation rule is triggered every time an issue is being transitioned.




Image Modified User  User Condition

UI Step

Add Condition → User Condition

UI Steps


UI Step

User to evaluate* 

Choose :User in field → Assignee


UI Step

Check against* 

Choose : User in Project role(s) → Developers




Image Modified Transition  Transition Issue

UI Step

Next to the User Condition click on Add →  Action → Transition Issue

UI Steps


UI Step

 Mode*:

Choose Transition to status → In Development

<snippet>


UI Step

Run as

Choose User in field: → Assignee





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The target status has to be reachable from the current status, otherwise the action will not be executed.

UI Step

Activate the rule by clicking on the Activate rule button Image Removed → Image Removed

step

<snippet>



Image Added ScreencastImage RemovedScreencast

This is how the configuration above should look on your screen

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nametransition_issues_when_assigned_to_a_developer.mp4
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Related  Related examples

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