Pre populate a field in intake form

[Sudhanshu Agnihotri]

Hi All

So basically i am trying to accomplish below >>

A user goes to create a ticket for one of our product, they are presented with a page which lists out all of our products. They select the product which they want to create ticket for which takes them to a form.

Within this form there is a field called component which basically is again the product for which they are facing the issue. 

What i want to happen is one they have already selected which product they want to create a ticket for in previous screen the same value should be populated in component field on the next screen instead of asking the user to input again.

Is there a way to do this.

[Olha Yevdokymova_SaaSJet]

Hello, @Sudhanshu Agnihotri 

Instead of asking users to input the Component field twice, you can configure an Automation Rule to dynamically update the Component field based on the product they selected in the intake form.

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How to Set It Up

1. Remove the "Component" Field from the Form

   • Since the product selection already exists in the form, there’s no need to ask for it again.
   • Keep only the Product Selection field in the form.

2. Map the Selected Product to a Custom Jira Field

   • Ensure the Product Selection field is mapped to a custom Jira field (e.g., "Selected Product").
   • This will store the user’s selection in the issue.

3. Create an Automation Rule to Populate the Component Field

   • Go to Jira Automation (Project Settings → Automation).
   • Create a new rule with the following setup:
     • Trigger: "Issue Created" or "Form Submitted"
     • Condition: Check if the Selected Product field is filled.
     • Action: Use the Edit Issue Fields action to set the Component field to match the "Selected Product" value.

4. Test the Automation

   • Submit a test form and verify that the Component field is auto-filled based on the selected product.
     
     

You might want to consider Smart Forms for Jira as an alternative solution. With Smart Forms, you can

✔ Create new Jira issues from form submissions while mapping form fields directly to issue fields.
✔ Pre-fill form options based on issue fields in selected project to guide users in selecting the correct Component based on the chosen Product.
✔ Automate issue creation with predefined field values, ensuring consistency without requiring users to re-enter information.

This could help streamline your process while keeping everything structured within Jira.

[Dick]

Hi @Sudhanshu Agnihotri Welcome to the Atlassian Community.

You would need the content of your form to be sent to Jira via an API callto create a Jira ticket with the right component (and maybe other fields as well). 

So your website form should have some sort of programming behind it to compose the right API call to your Jira Instance.

Kind regards,

Dick