Copy data from checbkbox to multi-select list

[Corinne Guibert]

Hello

I have several team-managed project using the same field (Device-Local checkbox). I also have 1 global field that contains the same date, but it's a multi-select field (Device-Model).

I want to do some cleanup and have all my project using the global field (to decrease maintenance time, because I need to regularly add new information).

I tried various option using an automation to to copy for each of my work item, the value from Device-local into Device-Model but each time, the field is still empty (and there is no error message).

Does someone known how to do something like that ?

[Trudy Claspill · Accepted solution]

@Liz Tanner , @Corinne Guibert 

EDITED:

The data in that 2023 post is somewhat outdated.

Added to this post: Also that post is about moving issues between projects, not copying data from one field to another within the issue.

Globally defined fields with a single global context can now be added to Team Managed spaces.

If such a field is added to a Team Managed space then it could be possible to create an Automation rule in each project to read the Team Managed space custom field and set the globally defined field to match. Because the fields are different types it would not be a straight copy of one Field's value to the other field.

@Corinne Guibert can you confirm that you have added the globally defined field to your TM spaces? And please share with us the different versions of automation rules you used to try to copy the data.

[Liz Tanner]

@Trudy Claspill Oh gosh, I used the ACP-120 Jira Cloud Admin material to validate your comment! @Corinne Guibert, Trudy is clearly going to get you to a more competent solution, and I will look harder for some updated resources. My apologies for the obsolescent suggestions! 

[Trudy Claspill]

Actually, the comment in that post may still be correct.

But, as I said (after editing my original reply) that post was about moving issues from Team Managed projects to Company Managed projects, while this post is about copying data from one field to another within the issue.

[Trudy Claspill]

I have confirmed that you can copy the values of a Team-managed project checkbox field to a global Multiple Select field. This assumes that the names of values for the checkbox field match the names of values available in the multiple-select field. 

[Corinne Guibert]

Hello @Trudy Claspill 

THANKS for your screenshot. I never realized how to configure the "copy" option.

My first test was this one: 

 

and then I tried using the advanced value.

Thanks to your screenshot, I realized how to use the "copy" function (which I never understood before that).

A small summary for futur reference:

• Next to the select field, click on "..." then select Copy
• Click on the generated line and a configuration Window will appear, where you can select the field to copy from

[Liz Tanner]

Hey @Corinne Guibert, unfortunately, you will not be able to automate your data from a team-managed project into field into a custom global field on another team-managed project nor company-managed project. You are not receiving an error message because your automation likely does not even "see" its destination. This is true whether the global field "Device-Model" destination is on a team-managed or company-managed project that you are trying to automate your team-managed, "Device-Local checkbox" data into.

This explanation by one of our Community Champions @Trudy Claspill is why:

For Company Managed projects the custom fields are defined globally and you can select which ones to include for a specific Company Managed project.

For Team Managed projects the custom fields are defined only within a single project and it is not possible to share them or pull them into another project from a global list yet.

Trudy's full comment is linked here. I linked the full thread here because the other comments in it offer some good suggestions and insights for you in how to replace your team-managed projects if you can. I also linked the Support Documentation, "Migrate between team-managed and company-managed spaces" here if you need the steps for your projects.

I would definitely backup/export my Device-Local checkbox data first though! I think it's the first of your data that will be lost, so I'd back that up ASAP before starting my other steps!