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Automation - Copying a field when changing issue type

Heidi Vanderholm

I'm trying to create an automation so that when we change an issue from a bug to a different issue type, the "Bug Description" (which is what we use instead of the Description for bugs) automatically transfers into the "Description" field in the new issue type. Or vice versa. Can someone help? I'm stumped..

Accepted answers

Bharat Kalia

Hi @Heidi Vanderholm - Hope you are doing well. If you want you can built something like below -

1. Trigger - When value changes for "Issue type" Screenshot 2025-01-20 at 2.06.13 PM.png

2. Just make sure the issue type is not equal to "BUG" since you are moving out from bug (It's just an extra step)

3. Action - edit issue field for "Description"

Copy BUG Description from current issue. (The screenshots might show Description because I don't have BUG description on my instance)

Screenshot 2025-01-20 at 2.08.34 PM.png

You can also refetch and clear the BUG description after this step if needed.

Please let me know if this helps.

Thanks,

Bharat

All comments

Trudy P Claspill

Hello @Heidi Vanderholm

To help us help you, please provide the following:

1. A screen image that shows your entire rule.

2. Details of any steps where you are trying to set the Description field based on the Bug Description field.

3. The output from the rule execution in the Audit Log.

Bharat Kalia

Hi @Heidi Vanderholm - Hope you are doing well. If you want you can built something like below -

1. Trigger - When value changes for "Issue type" Screenshot 2025-01-20 at 2.06.13 PM.png

2. Just make sure the issue type is not equal to "BUG" since you are moving out from bug (It's just an extra step)

3. Action - edit issue field for "Description"

Copy BUG Description from current issue. (The screenshots might show Description because I don't have BUG description on my instance)

Screenshot 2025-01-20 at 2.08.34 PM.png

You can also refetch and clear the BUG description after this step if needed.

Please let me know if this helps.

Thanks,

Bharat

Heidi Vanderholm

@Bharat Kalia That worked, thank you!!

Heidi Vanderholm

@Trudy P Claspill Hello, thank you for your reply! I did not have an automation yet, but rather was looking for someone to help me get one set up. The other comment explained how to create the automation that I was looking for.

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