Work Type Gate for Jira: Docs

1. Install and open the settings

Install the app from the Atlassian Marketplace. In a project, open Project settings > Work Type Gate. Only project admins can open and save the settings.

2. Add the validator to your workflow

Rules apply only where the validator runs. For each workflow the project uses: 1. Open the workflow in edit mode (company-managed: Jira settings > Work items > Workflows; team-managed: Project settings > Workflow). 2. Select the Create transition and open Rules (or Validators). 3. Add the Work Type Gate validator and publish the workflow.

The Setup tab in the app repeats these steps.

3. Set rules

On the Rules tab, each work type shows whether a rule applies. - Who can create: pick groups and project roles. A person who is in any of them can create that work type. Leave both empty to keep the type open. - Allowed parents (sub-task types only): pick the parent work types this sub-task type may go under. Leave empty to allow any parent. - Message: optional text shown when someone is stopped. The default names the work type and the project.

Groups are saved by ID, so renaming a group does not break a rule. Select Save to apply your changes.

4. Switches

• Rules on: turn off to pause every rule in the project without losing them.
• Jira admins are never blocked: when on, Jira admins can always create any work type.

5. Check a person

On the Check a person tab, search for a user to see which work types they can create under the rules you are editing, before you save.

Limits

• Rules apply only where the validator is on the Create transition.
• Moving a work item to another work type or project is not checked (Jira does not run create validators on a move).
• The create dialog still lists every work type; the rule applies when the work item is submitted.
• Parent rules cover sub-task types, since Jira exposes the parent during creation for sub-tasks.
• Without an active license, rules are not enforced and settings cannot be saved. Work is never blocked by a lapsed license.

Data

Rules are stored in a Jira project property in your site. The app makes no external calls. See the privacy policy.