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Automatically populating Summary based on drop down value

Harry Calder-Ledgard
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December 17, 2024

Hello, 

I am trying to make a drop down that when populated with a specific value, will then add that specific value to the Summary field

2 answers

1 accepted

2 votes
Answer accepted
Joseph Chung Yin
Community Champion
December 17, 2024

@Harry Calder-Ledgard 

Welcome to the community.  To supplement what @Samuel Gatica (ServiceRocket) suggested, you need to use "Issue Created" triggering event, and then change the Summary field value.  

Of course you can setup if/else if conditional check for your specific dropdown field value, and then conduct your Edit Issue action.

This is typically, how I would setup the automation rule to have the issue summary setup at the beginning when the issue is created because I don't want to change it while the issue is being processed by agent.

Hope this helps.

Best, Joseph Chung Yin

1 vote
Samuel Gatica (ServiceRocket)
Community Champion
December 17, 2024

Hi @Harry Calder-Ledgard 

Welcome to the community!

You can accomplish this with automation and "Field value change" as the trigger.

Here is an example:

Screenshot_1.png

Best regards

Sam

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