Summary Field in Request Types

kara.decker@jackson.com

I was wondering if it is possible to pull information from other fields into the summary field in Request Types when someone submits a request. 

 

I would like the summary to say "Ergonomic Service Request - Associates Name". 

Where the associates name would be pulled from the custom field that is also in the request type. 

Joseph Chung Yin

kara.decker@jackson.com 

Welcome to the community.  Unfortunately you cannot add field value into the default text for the Summary field when just using the request type field design.

You have two options -

1) Customize your specific WF for the issue type that is used for your request type.  In the "Create Issue" transition, you can create a post-function call to update the issue summary.  However this will require a third party add-on (i.e. JMWE - https://marketplace.atlassian.com/apps/292/jira-misc-workflow-extensions-jmwe?tab=overview&hosting=cloud) which it give you an enhanced Set Field Value operational function for post-function setup.

2) Use Automation for Jira (this is an out of the box component functionality with JSM), where you can create an automation rule to be triggered off from "Issue Created" event, then add the action "Edit Issue" to update the Summary field using the default value you have setup in your request type configuration and then append the value from the custom field.  Here are the reference link for Automation for Jira -

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

I would choose the 2nd option since it is free from your JSM subscription.

Hope this helps.

Best, Joseph Chung Yin