Use the JEMH Transition Attachments Custom Field
Scenario
Since 1.6.19 JEMH has a custom field to solve a common workflow issue: how to add an attachment that will be distributed by a post-function. Previously, JEMH had to use time as a factor to locate recent issues, but now it is possible for users to select existing attachments in a transition window, in order for those attachments to be sent out with the post-function.
How it works
Users select custom fields during a workflow transition, JEMH uses this in its post-function to mail out notifications and include given attachments. After values have been extracted, the custom field is silently cleared.
Setting up the Transition Attachments Custom Field
Create the Custom Field
Firstly, create the JEMH Transition Attachment custom field:
Customize the workflow
In this example, the ITIL workflow is used. The example transition to work on for the custom field will be the Close transition:
Modify the Close Transition screen
The Transition screen needs to have the JEMH field added, select the Transition (Close):
Now select the Screen: Resolve Issue Screen -3.
Done:
Check the Postfunction is AFTER the issue reindex
Always put JEMH Postfunctions after the re-index of the issue
It will work | It WILL NOT work |
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Update the JEMH Postfunction to use this field
For initial set-up, see Use the JEMH Notification Post Function, edit the custom field configuration and select the Transition Custom Field in the Attachments section:
Not Selected | Selected |
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Test it!
Whilst the Transition custom field expects values to be present in a transition, its possible to 'test' the configuration if the field contains a current value (only possible if you can 'get' at a screen containing the field for a given issue). If you pre-select attachments (e.g. show field on default screen), the PostFunction test context can be set to that issue (e.g. ABC-123), and all features will function as expected - including the field being cleared of value after execution.
The Post function clears the custom field value on execution.
reimplemented from a historic simple select to a sortable tabulated view with download capability:
Standard View - (1) shows the expand icon | After Expansion |
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Save it
After saving, the configuration it could like like:
Activate your changes!
Don’t forget to active your workflow changes by publishing your draft!