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How to set a custom field based on Reporter's email address

Robert Levine_traoao

Most of my JIRA requests are coming in from email, but we refer to clients by their clientID instead of by their domain. (IE - CompanyName1 -> CL1; CompanyName2 ->CL2)

Is there a way to set a custom field called "Client" based on the email reporter's domain?

For example:

Case:

Reporter = JoeSmith@CompanyName1.com

Then

ClientId = CL1

Case:

Reporter = FrankJones@CompanyName1.com

Then ClientId = CL1

Case:

Reporter = JaneDoe@CompanyName2.com

Then
ClientId = CL2

etc.

I understand I'll have to map the Domain to ClientID manually somewhere, but I don't know another way to do it.

Accepted answers

All comments

Bill Sheboy

Hi @Robert Levine -- Welcome to the Atlassian Community!

I cannot discern if you are using Jira Cloud or Server/Data Center; I am going to assume Cloud...

If you have just a few email address domains and clients to parse, you could extract the domain and use if/else conditions to set the client.

If you have a lot of clients, and you have tools to easily maintain entity properties, you could set the client ID as a property at the user level, or make a lookup table at the project level, and parse them from the list.

https://support.atlassian.com/cloud-automation/docs/jira-smart-values-users/#Entity-Properties

Kind regards,
Bill

Robert Levine_traoao

Thanks - I am using JIRA Cloud.

I am having trouble figuring out WHERE to extract the domain and use the if/else condition.

If I go into my Project's Automation Settings and select Create Rule and create a rule for then the Reporter gets updated, I don't see a place where I can parse the domain and create the if/else statement.

Or... even better, I have no idea on how to make a lookup table and parse from there (but will do some digging into how to do that).

Either option would work - I just have to figure out how to do it.

Bill Sheboy

First...how is your rule getting triggered: when the issue is created, or when the reporter is later assigned, or something else? That will help to pick the rule trigger.

Once you have the reporter set, you can use the text functions to split out the domain to then test with conditions, such as with substringBefore():

@{{issue.reporter.emailAddress.substringBefore("@)}}

Perhaps try that in a test rule and write it to the audit log first. That will help you experiment when implementing the rule.

Robert Levine_traoao

It will be when the issue is created, because the reporter will set when the email is received.

For issues raised via front-end or re-assigned, I can create a 2nd set of rules.

I'm still having trouble finding WHERE to enter the code to do the if/else statement.

Thanks for all the help!

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