Configuring transitions

Use transitions to configure rules for changing the status of issues, such as conditions for transitions between statuses, macros triggered after status changes, and transition screens with fields for users to fill in.

Adding a transition

You can add transitions between statuses available in your workflow:

1. Select the workflow and click .

2. Select the initial status in the Statuses and transitions panel.

3. Go to the Add transition tab.

4. Configure a new transition:

   Field	Description
   Transition to status	Indicate the status to transition to.
   Button name	The name of the button in the Tracker interface that will switch the issue to this status. The same name is used for the transition in the editor.
   Button name in English	The name of the button in the English Tracker interface that will switch the issue to this status.

5. Click Save.

6. Edit your transition if you want to add conditions or auto actions.

Configuring the transition button

You can change the status an issue should transition into as well as the name of the transition button:

1. Select the workflow and click .

2. Select the transition from the right column of the Statuses and transitions panel.

3. Go to the General information tab.

4. Configure the transition:

   Field	Description
   Transition to status	Indicate the status to transition to.
   Button name	The name of the button in the Tracker interface that will switch the issue to this status. The same name is used for the transition in the editor.
   Button name in English	The name of the button in the English Tracker interface that will switch the issue to this status.

5. Click Save.

Configuring auto actions

You can configure automated actions to be performed by Tracker during status transitions. Actions that can be triggered include changing issue fields, setting resolutions, and so on.

To add a macro:

1. Select the workflow and click .

2. Select the transition from the right column of the Statuses and transitions panel.

3. Go to the Functions tab.

4. Select one or more functions from the drop-down list.

5. Adjust the function settings and click Save.

Setting transition conditions

You can restrict when a transition is active. For example, a certain transition can be available to a restricted list of employees, or only to employees with specific roles.

Add a condition

To add criteria:

1. Select the workflow and click .

2. Select the transition from the right column of the Statuses and transitions panel.

3. Go to the Conditions tab.

4. Specify how criteria should be met:

   • all: All criteria must be met.

   • any: At least one of the criteria must be met.

5. Select one or more criteria from the drop-down list.

   In addition to basic criteria, you can add a group.

6. Configure the criteria and click Save.

Adding a group of criteria

You can group criteria to logically combine them.

To add a group of criteria:

1. Select the workflow and click .

2. Select the transition from the right column of the Statuses and transitions panel.

3. Go to the Conditions tab.

4. In the Add condition list, select Combine using AND/OR.

5. Add criteria to the group and choose how criteria within the group should be checked.

6. Click Save.

Customizing the transition screen

The transition screen is a pop-up window that you can use to suggest changes to issue parameters. For instance, the transition screen can ask the user to enter a resolution, leave a comment, or record the time spent.

To customize the transition screen:

1. Select the workflow and click .

2. Select the transition from the right column of the Statuses and transitions panel.

3. Go to the Screen tab.

4. Enable the Show screen for this transition option.

5. Customize the screen settings:

   Name	Description
   Screen title	Popup title
   Screen title	Popup title in the English interface
   Fields on transition screen	Select fields that can be configured on the transition screen. If necessary, set the default field values. To make a field mandatory, select the box to the right of the field.
   Form for time spent	Enable this option to have a time tracking form appear on the transition screen.
   Adding links on transition screen	Enable this option to show a form for adding related issues on the transition screen.
   Form for comments	Enable this option to include a comment field on the transition screen.

6. Click Save.

Removing a transition

Make sure removing a transition will not result in inaccessible statuses.

1. Click next to the transition name.

2. Confirm the deletion.