In some cases, you may want to modify the Add or Edit form to display the minimum of required information for your team. For example, when a developer resolves a defect, you may need to clear the screen of everything but the defect ID, title, resolution code, and description, so that it is clear about what needs to be entered and all extra information is temporarily hidden.
To create this type of workflow, you can use a temporal transition. Temporal simply means temporary, so it will use a temporary status to collect the information needed at the time, and then it will save that information and automatically set the status to the next logical state – for example, it can be the Resolved status.
To configure a temporal transition:
Create a new status called Resolve Now.
Select that status and set Upon saving, automatically transition to this status to Resolved.
In the Transit to States column, select Resolved.
In the list of fields, set all fields to Hidden – except Title, Id, Resolution Code, and Description. Make these fields required.
Here is how it might look:
Then, once a developer sets a status to Resolve Now, it will prompt them for only the Resolution Code and Description. Once they enter that and click Submit, it will save the record and automatically set the status to Resolved.