This tutorial provides step-by-step instructions on restricting a specific user group from a Jira Cloud workflow transition using the Jira Miscellaneous Workflow Extensions (JMWE) app.
In this tutorial, you’ll learn how to use Jira Automation to reset cloned records, so that you can allow users to copy records in Jira Cloud without violating compliance rules. I find this feature helpful clearing any information that should not be copied across records, such as approvals, release notes, verification summaries, etc. Configuration Steps Note: … Read More »Resetting cloned records using Jira Automation
In this tutorial, you’ll learn how to use Jira Automation to create auto-incrementing revision numbers, so that you can implement compliant workflows on your requirements, tests, and any other documentation you maintain in Jira. Personally, I like adding this feature to any workflow where a Jira issue can be reopened after it has be closed and… Read More »Creating document revision numbers using Jira Automation
In this tutorial, you’ll learn how to use Jira Automation to build a review cycle into your Jira Cloud workflows, so that you can implement a compliant review process without the overhead of third-party apps and electronic signatures. You’ll find this feature helpful for bug triage, design reviews, and anywhere else an audit-ready review process… Read More »Building a review process with Jira Automation
In this tutorial, you’ll learn how to use Jira Automation to create workflow-based approvals, so that you can capture audit-ready approvals, without the overhead of electronic signatures. This can be especially helpful for implementing approvals on intermediate workflow steps prior to the final closure (w/ signatures) of an item. Wait, don’t we ALWAYS need to use electronic signatures? No,… Read More »Creating Workflow-based Approvals using Jira Automation
In this tutorial, we look at using Jira Permission Schemes to restrict project access in Jira Cloud. This can be an important step in establishing Jira as a closed system in a regulated environment. By default, Jira projects are accessible to any logged in user of the Jira site. This level of access may be sufficient for… Read More »Using Jira Permission Schemes to Restrict Project Access
Requiring users to fill-in important fields on a record is a basic workflow control in any system. In this tutorial, we’ll review two strategies for implementing required fields in Jira Cloud. We’ll also review how one strategy typically results in higher quality data than the other. Two Strategies for Enforcing Required Fields Jira Cloud supports… Read More »Enforcing Required Fields in Jira Cloud
When a workflow status in Jira Cloud is made to be read-only, all fields are locked by default. Use the trick in this tutorial to allow users to edit some fields, while all other fields remain locked. For example, you might want to allow: Configuring a Company-managed Project Configuring a Team-managed Project Unfortunately, this configuration strategy… Read More »Making Some Fields Editable in a Locked Status in Jira Cloud
In this tutorial we look at restricting actions–such as deleting, moving, cloning, and editing–in Jira Cloud based on workflow status. This is an important strategy for creating compliance in a regulated workflow (GxP, 21 CFR Part 11, SOX, etc.). Configuring a Company-managed Project Configuring a Team-managed Project Related Tutorials More Information Find more strategies like this in my… Read More »Using Jira Cloud Workflow Properties in a Regulated Workflow
In this tutorial we review locking issues (records) in Jira Cloud by restricting field edits, attachments, and comments based on workflow status. This is one of the most common compliance controls for regulated workflows (GxP, 21 CFR Part 11, SOX, etc.). Configuring a Company-managed Project Configuring a Team-managed Project Related Tutorials More Information Find more strategies like… Read More »Locking Issues by Workflow Status in Jira Cloud