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Require Files on a Transition

A File Field holds evidence — a signed contract, an acceptance protocol, a photo of a delivery. Marking that field required answers one question about it: is there anything in it at all. It asks on every screen the field appears on, and a single file is enough to answer.

File Field has the required files — a workflow rule, or validator in Jira's older wording — answers a different question, at a different moment: does this field hold enough files, of the right kinds, before this work item is allowed to move on? An administrator adds it to one transition — most often the move into Done — and Jira refuses that transition, saying what is missing, until the requirement is met.

The two work well together, and the comparison below shows which answers what.


Add the rule to a transition

  1. Open the workflow

    Go to Jira Settings (cog icon, top right) → Work items → Workflows, and edit the workflow used by the project you want to guard.

  2. Add a rule

    Choose Add Rule, then search for file and pick File Field has the required files — it appears under Marketplace rules. Its description reads "Blocks the transition unless the chosen File Field holds enough files, and a file in each category you require." Click Select.

    The Add rule dialog in the Jira workflow editor — a search for “file” returning “File Field has the required files” with its description, listed under Marketplace rules

    Pick “File Field has the required files” from the rule list

  3. Choose the transition to guard

    At the top of the rule's form, set Transition to the move that should not happen without the files — most often Any status → Done.

  4. Fill in the rule

    Choose the field, the number of files it must hold, and any categories you want to require, then click Add. The next section walks through all three.

  5. Publish the workflow

    Choose Update workflow. A rule that sits in an unpublished draft doesn't guard anything yet.

The validator works in both company-managed and team-managed projects.

One rule guards one field. To require files in two different File Fields on the same transition, add the validator twice. Jira lists validators one under another and each shows its own summary line, so the two rules stay easy to tell apart.


Configure the rule

The Add Rule form for File Field has the required files — a transition of Any status to Done, a chosen File Field, a minimum of 2 files, and one required category selected

The finished rule — a field, a count, and the categories that must each hold a file

Below the transition, the form has three controls:

ControlWhat it isRequiredDefault
File FieldThe field this rule checks, picked from the File Fields on your site.Yes
Minimum number of filesA whole number, 1 or more. The transition is blocked below this count.Yes1
Required categoriesCategories defined on the chosen field. Each one you pick must hold at least one file.Nonone

The category list follows the field. Categories are read from the chosen field's configuration and refresh whenever you change the field selection, so the list always shows that field's own categories. A field with categories turned off, or with none defined, offers nothing to pick — the rule then checks the count alone.

If no File Fields exist on the site yet, the picker has nothing to offer and says so. Add a File Field first, then come back to the workflow.


What the rule checks, and what it doesn't

  • Categories are checked by presence, not by count. Each category you select has to hold at least one file. There is no way to ask for two files in the same category.
  • The count and the categories are independent. A rule asking for 3 files and for the category Contract is satisfied by 3 files of which one is a Contract — not by 3 Contracts plus 3 other files.
  • Reference documents don't count. Reference documents belong to the field's configuration rather than to the work item, so they never satisfy a rule — the same as with a required field, and in JQL.
  • File types and sizes aren't the rule's business. Those are the field's own upload rules, enforced when someone attaches a file. See Set Field Configuration.

When the field falls short, Jira refuses the transition and names what is missing: how many files are attached against how many are required, and any category still empty. Requirements that are already met aren't mentioned, so the person reads only what they still have to attach — and can fix it without asking an administrator what the rule wanted.

A Jira transition dialog for Done — a red error saying the File Field is not ready because a file in one of the required categories is missing, above the transition's own fields

The transition is refused, naming the field and the category that still has no file

Once the missing files are attached, the transition goes through with no message.


Combine with a required field

The two mechanisms answer different questions, and they are easy to confuse:

Required fieldWorkflow validator
AsksIs anything in the field?Does the field hold enough files, of the right kinds?
WhenWhenever a screen holding the field is submittedOnly on the transition it is added to
Configured inField configurationWorkflow editor, per transition
Can demand a countNoYes
Can demand categoriesNoYes

Most setups want both: mark the field required so nobody creates a work item with no evidence at all, and add a workflow rule so nobody closes one without the complete set.


What's next?