Validate Mandatory Items before Issue Transition

You can prevent the Jira issue from transitioning to the next state if some mandatory checklist items remain unchecked/uncompleted.

Here is an example of default and custom statuses created on the Cloud instance:

Open

Statuses for
unchecked/uncompleted items


Statuses for
checked /completed items

You can do this by adding a corresponding validator to your workflow transition.

Set up a transition validator:

1. Go to Project Settings → Workflows.

2. Choose the workflow that you want to add validation to and click Edit.

3. Add Rule:

3.1 Choose transition and click on “+” for the Rules.

Open

Add a new rule for the transition to In progress

3.2 Choose Smart Checklist for Jira (Pro).

3.3 Select All mandatory items completed.

3.4 Click Select.

Open

All mandatory items completed validator in the Marketplace rules

3.5 Configure a Custom message for the validator, or just leave the field empty, and the default message will be used.

3.6 Click Add.

Open

Configure a Custom message for the validator

3.7 Click Update workflow.

Open

Workflow with added All mandatory items completed validator

✅ You’re all set! Now, if a user tries to transition an issue with incomplete mandatory checklist items, Jira will block the transition and display an error message.

Check Validator in action:

1. Go to your project Board.

2. Try to transition an issue with not completed mandatory checklist items.

3. The transition will be blocked, user will see the error message.
   
   

   Open

   

    

4. If you complete all Smart Checklist mandatory items - you'll be able to transition the Jira issue successfully.

5. Enjoy 🚀