Automation inside "Create" Screen not running

Question

Hello all !!

i'm checking a new adventure using Automation in Jira Cloud .

We set up an automation that discared the content of Description field when issue is created and replace with separated text zones and color attached.

We expect that when the bug is created, the format of description filed is filled and the user can input specific data in each zone.

This works when i create the Bug inside my backlog because i need to introduce description data after it's creation. But if i use the Create botton on the top of JIRA, it's not possible. On the screen dispalyed, i don't have the format expected because the rule is not yet executed.

How i can achieve this goal using the Create botton ?

Thanks for your help !

Jarosław Solecki [Deviniti] · Answer

There are 2 native solutions. The first one is mentioned by @John Funk above and it works for company-managed projects. If you can use a team-managed project you can set Default Value for the description field in your project configuration.

If you would like to use only the original Description field in company-managed projects you will have to use the Jira plugin which can set such Default Value for that field. We created Dynamic Forms for Jira for such a use case (and many others).

John Funk · Answer

Hi Pelerin,

You won't be able to do that during the create process with the Description field. You can create a new paragraph (multi-line text) custom field. Then go to the Field Configuration for the project and edit the field to change the Renderer to Wiki-style.

Then you can modify the Custom Field to add a Default Value that includes the formatting that you want.

Then create (or update your existing) automation rule to copy the value from the Custom Field to the Description field when the issue is created. You can also remove the Custom Field from the Edit screen so that the user would only use the Description field moving forward for edits.