Automation Rule - Copy Customised field to Account

Question

We generated a custom field "Company" with all our clients. Now we discovered the Account field and would like that the field auto-populate based on the company field. Is there any way how we can generate an easy Automation Rule? We can't create a Rule for each client because they are to much.

We can't take away the field "Company" yet because it is used in all filters and Automation Rule. Also we don't want to fill out two fields with the same information, because people would surly forget one of them.

Any help is welcome.

Thanks

Alexander Eck [Tempo] · Answer

Hi Raffaele,

do you have many accounts for each customer or do you have a 1:1 relationship between them?
A one-to-many relationship would complicate things. Many of our (Tempo) customers use scripting tools for that purpose (Scriptrunner or Powerscripts).

BR

Ste Wright · Answer

Hi @Raffaele Bischof

Is the Account field a custom field - or part of an app (such as Tempo)? Likewise is company a custom field? Can you verify what types of custom field if yes?

You mention "Automation" - do you have the Automation for Jira app?

If yes, I would first try to create the basic rule:

* Go to Automation for Jira
* Select a Trigger - you could use Issue Updated or Issue Created here, for example - or a Multiple Issue Event if more than one is needed
* Optionally, add a Condition - for example, an Issue Fields Condition to check Company is not empty
* Finally, add an Action, Edit Issue - and set the field Account to set. Rather than set a specific value, you want to click the options icon, and select "Copy From" - then choose to copy Account from Company
* Name the rule and publish it

^ This could work depending on the field types. If this doesn't work - or you have another automation method you'd like to utilise - let us know :)

Ste