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Update your custom field value on transition?

This guide explains how to recalculate the display value of an Elements Connect custom field during a transition defined in a Jira workflow.

This feature is designed to update the value of specific custom fields during a workflow transition. It ensures that the displayed data is recalculated based on the latest information from an external datasource.

Prerequisites

The post-function currently supports only a limited number of field types. Refer to the table below:

Fully supported in post-function

Field type

Set initial value

Update value

Read-only date

Read-only user

Read-only text single value (object - not live)

Read-only text single value (snapshot)

Read-only text multi value (snapshot)

🟡 Partially supported (update only)

Field type

Set initial value

Update value

Select-list single value (object - not live)

Not supported

Field type

Set initial value

Update value

Select-list single value (object - live)

Read-only text single value (object - live)

Select-list single value (snapshot)

Select-list multi value (snapshot)

User picker

Limitations:

  • Connected items are not supported.

  • Fields must not be in live mode (select nor read-only)

  • All fields in the post-function must be available on the Issue View screen of the work item where the post-function is performed

    • If one or more field is missing from the Issue View, the full post-function will be ignored, including for the fields available in the Issue View

Configuration steps

1. Configure the Custom Field

Ensure you have a compatible custom field type configured in Elements Connect. In this example, we chose a select list (single choice) of type object.

2. Define the Workflow Transition

Go to your Jira workflow configuration (Project settings > Workflow) and identify the transition during which you want the custom field to be updated.

3. Add the Post Function

Use the Elements Connect plugin to add a dedicated post function to the desired workflow transition. This post function will trigger the recalculation of the custom field value.

Adding a Post Function

  1. Navigate to your Jira workflow.

  2. Select the transition where you want the custom field update to occur.

  3. Click on "Post Functions" and select "Add post function".

  4. Choose the Elements Connect post function designed for updating custom fields.

  5. Configure the post function according to your needs. All eligible fields will be displayed here.

For more detailed instructions on configuring Jira post functions, refer to the Jira post function documentation.

By following these steps, you can ensure that your custom field values are accurately recalculated during specific transitions in your Jira workflow, providing up-to-date information for better decision-making and data management.

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