Moving data from one field to another

Sherry Nightingale

Hi - I have two custom fields of the same name that are different field types

 

I want to move data from one field type to another field type

 

I'm assuming this can be done via an automation rule?

 

I have the two IDs

PO number 10274 multi line

PO Number 10539 single line

 

I want to move the data from 10274 to 10539

 

I'm new to automation rules - any help on what the rule should be would be greatly appreciated

 

Thanks

Sherry 

 

John Funk

Hi Sherry,

I usually start by changing the name of the field I am getting rid of, to maybe add a period at the end or someway to differentiate between the fields. 

Then create a Schedule trigger rule - you can use whatever time period you like.  Then add a JQL for "old field name" is not empty where old field name is the exact new name of the field you might have change above. If you have multiple open tabs and you are switching between them, be sure to refresh the rules tab after the name change and before creating the rule. 

You might even want to have a JQL like field one is not empty and field two is empty. Do your JQL validation just to be sure. You also might want to create a JQL for just one issue (key = ABC-123) to test it out first. 

Then add an action for Edit Issue and select field two (the field you are keeping). Then click the 3 dots beside the box under the field name and select Copy. 

Then click on the result in the box and change the value for "Field to copy value from" to field one (the name change one). 

Click Close, then Next. 

Then Turn Rule on. I usually have it with a name like Bulk change. 

Then in the top right of the rule tabs on the rule, click the 3 dots menu and select Run rule.

This will copy over all of the values. 

Then be sure to turn the rule off so it won't keep running for every time period.

Then as you have additional future needs, update the fields, turn the rule back on and run it. Then turn the rule back off.