Our purpose is to deliver a product that helps people run fully automatic processes and business activities.
Using typical Jira issues, we try to achieve the purpose by utilizing forms, checklists, and approval actions.
So, it’s essential to focus only on the main action the assignee should make (fill in the form, click Approve button). Submission action is the function that automatically moves issues through the workflow once core action is done.
To set this transition for every process step, navigate to Template, open the Step, and set Submission action for every part of the process (Step).
...
Submission action in Step is the ability to change the Jira issue status after form submission and move issues through the workflow. The list of transitions reflects the Selected Project workflow statuses.
Instruction on how to work with Submission action
Select the Process Step to which you want to add a submission action.
Click the Submission action button and select the needed transition from the drop-down list. This list reflects transitions to the Selected Project workflow.
After Process Start and Assignee fill the form in Jira issue and submit it, the issue will change its status on board workflow.
...
| Note |
|---|
Please, ensure that the project workflow allows this transition when you select the target status. To do |
...
this, go to Project settings -> Workflows, then check if the scheme allows the transition from the default first status to the one you selected as a target. |
...
If the workflow doesn’t allow transition, the BPM won’t do this action. |
4. Once you set the status and make sure all transitions are possible
...
, click Confirm button to finish the setup and save the Template, so all new Processes started based on it will support the recently added actions.
5. If you need
...
to delete the Submission action settings in the step, press Reset and Confirm changes.
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
| Info |
|---|
Questions? Just email us to get an answer support@saasjet.com. |
| Tip |
|---|
Haven’t used this add-on yet, then try it now! |