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How to create a category from form response

Ashley Fisher
November 6, 2023

Hi

I am new to Jira Work Management and I need to be able to set a category based on user input from a form. 

The user will select from a dropdown for the question 'Business Area Impacted' and I want the answer to this to be duplicated as the category so I can group by Category.

Can anyone help with this as Category doesn't seem to be a field you can use in the automations?

Thanks

2 answers

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Answer accepted
Trudy P Claspill
Community Champion
November 6, 2023

Hello @Ashley Fisher 

Welcome to the Atlassian community.

Can you confirm what your hosting type is - Jira Cloud or Jira self-hosted (Server or Data Center)?

Assuming you are working with Jira Cloud, refer to the answer I put on this post:

https://community.atlassian.com/t5/Jira-Work-Management-Questions/How-to-set-issue-category-in-automation/qaq-p/2268300

Please let me know if that solves your problem or if you have additional questions.

Trudy P Claspill
Community Champion
November 7, 2023

Is the value in the selection list an exact match for a Category value you have already created?

Ashley Fisher
November 7, 2023

Hey

It does now!

I'm now getting this error - Additional fields contains invalid field(s) in 'update' or 'fields' section: Category

Thanks

Ashley Fisher
November 7, 2023

Ah I got it to work using the CustomField ID.

Thanks for your help!

0 votes
Ashley Fisher
November 7, 2023

Hey

Yes Jira Cloud. I did try that but wasn't sure it applied to my query.

If I want the content of another field to go in the category, would I put the name of the field where you have Categoy1?

Ashley

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