How do you set a custom field value on issue creation based on the user or board in a shared project

Question

We have a project with several boards - one for each scrum team. In order for issues to show up on the proper board, a filter query is used based on the custom field "team". The custom field "team" is required at issue creation. However this limited users from quick creating issues and epics on their board. How can I auto-populate the "team" field for the users based either on who is creating the issue OR which board the issue is being created?

Trudy P Claspill · Answer

If you are using Jira Cloud you could use the Automation feature to automate setting the field value. You are using Jira Cloud if the URL is https://<something>.atlassian.net/

if your Team field is just a custom label field and there is nothing in Jira that links your users to a Team, then any automation you build will have to have branches for for the members of the teams, like

If Reporter in (list of team 1 members)

Then Set Team field to value 1

if Reporter in (list of team 2 members)

Then Set Team field to value 2

Here is the home page for the Automation functionality documentation.

https://support.atlassian.com/cloud-automation/docs/jira-cloud-automation/

Jira also has a built-in custom field called "Team" that is of the field type "Team". You should double check whether you are truly using your own custom field named "Team" that is of field type "Labels" vs. the built-in custom field.

Jen Kidd · Answer

I believe we have Jira Cloud.

In the project the team is a custom label field that was created to distinguish the various scrum teams/product teams from one another. Rarely does a user span multiple teams.

We are migrating all of the teams to a single project for better consistency in reporting, etc. vs. independent projects.

The boards are set-up one per team so that the teams can manage their backlog independently while part of the collective program/project.

Trudy P Claspill · Answer

Hello @Jen Kidd

Welcome to the community.

A board is just a way to visualize and manipulate issues that exists in projects. Boards are based on issue filters. An issue could be displayed in multiple boards, so you can't set conditional behavior based on the board in which an issue might display.

Are you working with Jira Cloud or Jira Server/Data Center? That will help us determine what your options are for automation.

What is the Team field? Is it a custom selection list or are you leveraging the Team defining features available in Jira?

Can a user belong to more than one Team?