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.

Adding 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 of the page, 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 in the fields as follows:

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

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

Adding a transition in the visual editor

You can add a transition right in the workflow diagram by joining two statuses with an arrow. To do this, hover your mouse over a free spot on the initial status section, then click and drag to a free spot on the next status.

To change where a transition starts or ends, move your mouse over the transition line near the point until it looks like a cross with arrows, then drag the end of the line to where you want it.

Transition settings

To set up a transition, choose it in the visual editor's diagram or in the status properties.

You can change the Initial status, New status, Name, and Name in English, and set up automations, transition conditions, and the transition screen.

Automation

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

To add an automation:

1. In the transition settings, go to  Automation 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 author or assignee).
• Add comment: Comment on 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 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 related 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 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 select Enable transition screen.

2. Customize the transition screen:

   • Title: Text in title bar of the pop-up window.
   • Title in English: Text in the title bar of the pop-up window 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.
   • Add time spent: Enable the option to add the time registration form to the transition screen.
   • Add links: Enable the option to add the form, which you can use to link other issues, to the transition screen.
   • Leave a comment: Enable the option to add a comment field to the transition screen. To make a field required, select the box to the right of it. You can also set up comment parameters:
     • Attach file: Drag a file to the comment box or click .
     • Invite user: Click  Invite and enter the username or name of the user you want to summon to the issue. You can invite multiple users at once.

3. Click Save.

Copying all transition settings

You can apply the settings of a transition to other transitions. You can copy all transition settings entirely or the settings of individual automations, transition conditions, or transition screens. As a result, the current settings will be replaced with new ones. To copy:

1. Select a transition.
2. In the transition settings, click .
3. Click  Copy settings from this transition to another or  Paste settings from another transition.

4. In the list, select a transition to insert or copy the settings to.

Copying individual transition settings

To copy individual transition settings:

1. Select a transition.

2. In the transition settings, choose one of the sections:

   •  Automation. In the automation settings, click and select  Copy the automation to another transition or  Paste automation from another transition.

   •  Transition conditions. In the settings of the transition conditions, click and select  Copy the conditions to another transition or  Paste condition from another transition.

   •  Transition screen. In the transition screen settings, click and select  Copy the screen to another transition or  Paste import from another transition.

3. In the list, select a transition to insert or copy the settings to.

Removing 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.