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Validators for Jira workflow transitions for Checklists for Atlassian cloud

This page shows you how to set up a validator in a Jira workflow. The validator acts after a user attempts to transition an issue. If the checklist(s) are not complete, the validator rejects the status change and prevents the issue from transitioning to the target status. If you would like to hide the status entirely, try using a condition and checking to see if the “Didit checklist completed” field has a certain value.

You must have Jira admin permission in order to add a validator to a Jira workflow. If you do not have Jira admin permission, request assistance from the Jira admin of your instance. Please keep in mind the general best practices when editing Jira workflows. This workflow could be shared with other projects, try to be aware of how many projects you are changing.

If you have multiple checklists attached to an issue, this validator will ensure all checklists are completed.

  1. A Jira project with the project settings button highlighted.
    A Jira project with the project settings button highlighted.
  2. Go to the “Workflows” on the left side and click the pencil icon to edit the workflow.

    Project settings with the workflow section and the pencil icon highlighted.
    Project settings with the workflow section and the pencil icon highlighted.
  3. In the diagram view, click the transition you would like to add the validator to.

    The workflow editor with an arrow to the target transition.
    The workflow editor with an arrow to the target transition.
  4. Select “Validators” from the options.

    The workflow editor with a transition selected and an arrow to the validators button.
    The workflow editor with a transition selected and an arrow to the validators button.
  5. Click “Add validator.”

    The validator page with the add validator option highlighted.
    The validator page with the add validator option highlighted.
  6. Choose the validator “The connected checklist is completed - Checklists for Jira” from the list.

    The validator list with the connected checklist is completed option selected.
    The validator list with the connected checklist is completed option selected.
  7. Create the validator by clicking “Add” again.

    The validators page with an arrow to the add button.
    The validators page with an arrow to the add button.
  8. Publish the draft to apply the changes and make them effective. If you think you may want to revert the change, you can always save a backup copy.

    The validator list with an arrow to the publish draft button.
    The validator list with an arrow to the publish draft button.
  9. If a user tries to transition an issue in your project to the designated status but the checklist is not complete, this error will show.

    The error message that shows when a Jira issue cannot be transitioned due to a validator.
    The error message that shows when a Jira issue cannot be transitioned due to a validator.

You can use this same method for any status and any transition in a company managed project.

Link to this page: https://seibert.biz/checklistsjiraworkflowvalidators