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Using Automation to Copy a Request Type into a Custom Field in a Business Project

Kathleen Hamilton

I have a JSM Intake form that has several different types of Request Types. When the ticket has been approved we use automation to create a JIRA Business Space Ticket. I want to be able to copy the Request Type into a Custom Field in the Business Space Ticket. Example of our different Marketing Requests:

Video Request

Meeting Presentation

I want to copy the above into the Category custom field of my Business Project.

Accepted answers

Deivid Araujo

Hi Kathleen!

To be very straightforward, you would need to do something like this:

This can change based on the specifics of your automation. Please let me know if you need anything else and feel free to share your automation here.

All comments

Bill Sheboy

Hi @Kathleen Hamilton

What have you tried thus far to solve this?

If you have a rule which is not working as expected, some context may help the community to offer better suggestions. Please post the following:

an image of the complete rule in a single image for continuity
an image of the action where you are trying to set the custom field value
an image of the audit log details showing the rule execution
explain what is not working as expected, and why you believe that to be the case

Thanks, and kind regards,
Bill

Mikael Sandberg

This should be fairly straight forward, all you need it use the smart value for the request type when you set the custom field on the business space ticket. The smart value is either {{issue.Request Type}} or {{issue.Customer Request Type}} dependent on when you first started using JSM.

Deivid Araujo

Hi Kathleen!

To be very straightforward, you would need to do something like this:

This can change based on the specifics of your automation. Please let me know if you need anything else and feel free to share your automation here.

Kathleen Hamilton

Hi Bill - I have not tried anything yet as I do not know how to handle this part. For some reason I am not able to embed images here so try my best at explaining the rule.

1. Create a work item and identified the new Space and Issue Type.

2. I am copying the Summary and attachment from the JSM Ticket.

3. I need to copy the Request Type that was initially created into a Custom Field into the new Space.

Kathleen Hamilton

Thanks Deivid but in the new work space I want the Request Type in a Custom Field not in the description.

Kathleen Hamilton

Mikael I have the Request Type from the JSM but what is the trigger to copy that into the new work space custom field?

Deivid Araujo

It's the same exact process, but you would select the field you want to edit in the "Select fields to set"

The description field was only an example.

Bill Sheboy

Thanks, @Kathleen Hamilton

What is the type of your custom field in the destination space: text, select option, etc.?

If it is text, you could use this to set the value:

{{triggerIssue.Request Type}}

Or, use the custom field ID, which you may find using this how-to article. An example with a made-up ID is this:

{{triggerIssue.customfield_12345}}

However, if your custom field in the destination space is select option, you will need to use a JSON expression to set the value. To do that, in the Create Work Item action, do not select the field from the drop down list. Instead, select "More options", and enter this JSON expression:

{
  "fields": {
    "Your destination custom field": { 
      "value": "{{triggerIssue.Request Type}}" 
    }
  }
}

You may also need to use the destination field's custom field ID rather than the name.

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