Can I carry over information/details from one issue to another?

[Erica]

Hi team, 

I have different types of requests on JSM. What I would like to do is, to carry over information from Request Type A to Request Type B when a field is triggered.

The triggering part is working perfectly fine. Which creates a new request under the same name from Request Type A in Request Type B.

What I am having trouble with is carrying over all the details from a ticket found in Request Type A to Request Type B.

[Jack Brickey · Accepted solution]

Hi @Erica , welcome to the community.

I assume that you are using automation here. It would be great if you could send screenshots of what you have and where are you having issues. You certainly can use automation to copy values from one issue to another. If you share your screen shots, I think we might be able to get you there.

[Erica]

Hi @Jack Brickey !

So here's the automation I created:

Here are the different request types and the fields I would like to carry over:

As you can see, all the other details are not being carried over from the BD Pipeline to Installations.

[Jack Brickey]

Hi @Erica , in your automation it doesn't appear that you have selected to copy the field from trigger issue. As you can see it shows "This field will be cleared". If you click on the ellipses to the right of each field you can select COPY.

[Erica]

Hi @Jack Brickey ! Works awesome, didn't know the feature existed and is very straightforward. Thanks for the help! 

[Erica]

These are the screenshots! I have this automation as well: