Using Jira Forms as an intake tool is there a way to prepopulate the fields TEAM and Label?

[Mike Boutin]

Using Jira Forms as an intake tool is there a way to prepopulate the fields TEAM and Label with standard data? Could this be done using automation post submission?

[Trudy Claspill · Accepted solution]

Hello @Mike Boutin 

If the fields are marked as Required in the Form then they must be filled in before the form can be submitted. Automation can't be used to populate the fields on the form.

Can you create an issue without using the form without filling in those fields? If you can, then the fields are not required as part of the workflow or project configuration. In that case Automation can be used to add data to the fields after the item is initially created.

If the fields are required when you are creating an issue when not using the form, then either they are required in the field configuration for the project or the workflow is requiring them. In that case, the fields would have to be filled before the issue creation completes and Automation cannot be used to fill those fields in that scenario. You would have to change the field configuration or workflow so that the fields are not required during item creation.

[Mike Boutin]

They are NOT required in the workflow. The answer to the field prompts are always the same. But they are tagged as required on the form as we need those values always entered. I am looking for a way to manage this automatically and NOT involve the requestor. 

[Trudy Claspill]

Hello @Mike Boutin 

If you are using Forms associated with a Jira Software or Business project it is not possible to set a default value for those fields on the form with natively available functionality.

If the answer to each prompt will always be the same regardless of who submits the form then I would recommend removing the fields from the form and setting the values through Automation after the issue is created.

[Mike Boutin]

@Trudy Claspill can you point me to any free training or reference materials for doing the automation scripting for this task?

[Trudy Claspill]

Hello Mike,

Automation for doing what, exactly?

I don't think we established if you are using Forms with a Jira Software or Business project, or with a Jira Service Management project.

Are you required to keep the fields on the form and fill them in there? Or can you remove them from the form and use automation to add the data just to the underlying issue after it is created?

Answers to those questions impact the solution.

You can find free training on many topics, including Automation in Jira Cloud, from the Learning link at the top of the Community pages.

https://community.atlassian.com/learning

Here is a basic search to get a list of training related to Automation in Jira Cloud:

https://community.atlassian.com/learning/catalog?product=Jira&search=automation

Automation rules can be created by Jira Administrators. Jira Administrators may also enable Project Administrators to create Automation rules. If you don't have sufficient access to create automation rules, you will have to work with an Administrator to get the rule you need created.

[Mike Boutin]

@Trudy Claspill 

Thanks again! The instruction at https://community.atlassian.com/learning/catalog?product=Jira&search=automation and some help from "Rovo" got me to a good place.

I am in the Jira Cloud tool and have the automation working as I needed.

MikeB.

[Trudy Claspill]

That is great to hear!