Transitions between statuses

You can use transitions to set up rules for changing the issue statuses. Set conditions for making transitions between statuses, executing auto actions on status change, and suggest the user to change certain issue parameters on the transition screen.

The queue owner and users granted permission to access the queue settings can edit transitions in queue workflows.

Transition settingsTransition settings

You can set up transitions between statuses within a workflow using the workflow visual editor. To open the workflow editor:

1. Go to the queue page.

2. In the top-right corner, click Queue settings.

3. Go to the Workflows tab and click the name of the workflow whose status transitions you want to edit.

The workflow visual editor will open. You can use it to edit existing transitions. To do this, just click the appropriate transition in the diagram to open its settings page. You can also add new transitions to the diagram.

AutomationAutomation

You can configure automated actions to be performed by Tracker during status transitions. These can include sending a message, editing issue fields, setting resolutions, and other actions.

To add an auto action:

1. In the transition settings, open the Automation section and click Add automation.

2. Select the automations you need from the list and configure them. If there is no suitable automation, set up a trigger.

Possible auto actions at issue status change include:

• Send email: Send emails to specific employees or users performing certain issue roles (for example, to the issue reporter or assignee).
• Add comment: Make a comment in the issue on behalf of a certain user (employee or robot).
• Set active sprint: Add an issue to an active sprint on the selected board.
• Enter current time in field: Write the transition time to the selected field.
• Enter totals in the field: Sum up the contents of multiple fields and write the resulting value to another field.
• Move or copy the list of users to another field: Move or copy users from one field to another.
• Delete user from observers: Remove a user from the list of issue followers, for example, if the required information was received from them and their participation in the issue is no longer required.
• Fill in the field: Fill in an issue field. When setting up this type of automation, a filter by the type of field value will be helpful.
• Clear field content: Remove the contents of any issue field.
• Unset resolution: If the issue was completed with a certain resolution, this resolution will be canceled.

Transition conditionsTransition conditions

You can set up conditions under which a transition will be active:

• The previous transition was made from the status the current transition will lead to.
• The issue is linked to an issue from the specified queue.
  • The transition is only available for linked issues from the selected queue.
• The transition is made by a user from the group, including subgroups.
  • The transition can only be made by users from the selected group and subgroup. The condition is available for Yandex 360 organizations for business.
• The user is specified in the field.
  • The transition is available for users specified in the selected issue field.
• The transition is made by the queue owner.
• The transition is made by a user from the list.
  • The transition can be made by specified organization users.

To add transition conditions:

1. In the transition settings, open the Transition conditions section and click Add condition.

2. Select the appropriate conditions from the list and configure them. To set a group of conditions using AND and OR operators, click Add condition group.

Transition screenTransition screen

The transition screen is a pop-up window that you can use to suggest the user to change certain issue parameters. For example, on the transition screen, you can ask the user to set a resolution, leave a comment, or add the time spent.

To add the transition screen:

1. In the transition settings, open the Transition screen section and enable Enable transition screen.

2. Customize the transition screen:

   • Screen title: Text in the pop-up window title.
   • Screen title: Text in the pop-up window title in the English interface.
   • Fields on transition screen: Select the fields that users can update on the transition screen. Set the default field values if required. To make a field required, select the box to the right of it.
   • Form for time spent: Enable the option to add the time registration form to the transition screen.
   • Adding links on transition screen: Enable the option to add the form for adding links with other issues to the transition screen.
   • Form for comments: Enable the option to add a comment field to the transition screen.

Copying transition settingsCopying transition settings

You can apply the settings of a transition to other transitions. To do this:

1. In the transition settings, click .
2. Click Copy settings from this transition to another or Paste settings from another transition.
3. In the list, select a transition to insert or copy the settings to.

Adding a transition between statusesAdding a transition between statuses

To add a transition between statuses added to a workflow:

1. Go to the queue page.

2. In the top-right corner, click Queue settings.

3. Go to the Workflows tab and click the name of the workflow you need. The workflow visual editor will open.

4. In the top panel of the workflow visual editor, click Add transition. Fill in the Source status and New status fields with the appropriate values from the lists. To add a transition for statuses that a workflow does not contain yet, add them first.

5. Fill out the fields below:

   • Name: Initial status name will be substituted automatically. You can edit it if needed.
   • Name in English: Will be generated automatically based on the Russian name.

6. Configure the required automation, conditions, and transition screen.

You can also add a transition right in the diagram by joining two statuses with an arrow. To do this, hover over a spare point in the initial status section, hold the cursor down and drag it to a spare point of another status.

To change a transition's starting/ending point, hold the cursor down on the transition line next to the status and move the arrow to the point of your choice.

Removing a transitionRemoving a transition

Make sure that after you have deleted the transition, there are no statuses you cannot switch to.

1. Click next to the transition name.

2. Confirm the deletion.