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Service desk - automated copy field value on link

Nikki_cd6e4t

Hi all! I'm so grateful that you're all so generous with your responses; I've been able to find a lot of info by hunting through the archives.

I'm using Cloud-hosted Service Desk. I have a few custom link types, ie "is employer for" and "is employed by."

I would like to automate copying data from 2 custom fields from the employer to employee when files are linked.

We don't use Epic or Parent-Child (I don't think the latter is an option without portfolio) -- not that it would be a huge issue, it just hasn't been relevant for us so far.

I've been using Automation for Service Desk, but I'm getting stuck about how to make this work -- probably worth mentioning that I get confused about which issue is the Trigger (::sheepish face::)

Thank you in advance!

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Jack Brickey

@Nikki, welcome to the Community. I'm not quite clear on your situation and goal. I get that you are trying to copy values from custom fields but not sure where you are trying to copy them to and under what condition. You mention copying from "employer to employee" can you explain that in Jira terms? You mention "when files are linked", what files?

Regarding automation, it is basically a "when this condition occurs", "if this condition exists", "then do this" situation.

Nikki_cd6e4t

Thank you @Jack Brickey! Love your avatar.

There's a custom field we use - a type of ID number.

We use a custom link type -- one issue type is employee, the other is employer.

I want to automate copying the value of the ID from employer to the employee when we link the files.

So when this condition occurs: 2 issues are linked as Employer/employee

Then do this: copy custom field (ID) from employer issue to employee issue

Does that make better sense?

Jack Brickey

@Nikki, sorry for the delay in getting back to you. TBH, i'm still not following.

You have a custom field, understood. "type of ID number" not sure what that means as there isn't a custom field type call "ID number". Maybe this is a "number field"?

Custom link type? What is this in Jira terms? Do you have another custom field? Is it a URL field?

Finally, i still don't understand the linking of "files".

sorry, i'm just confused here. Maybe some screenshots of what you have will focus me.

Nikki_cd6e4t

OK, scratch all that, I think the customization is muddying the waters. Let's try this:

Issue 1 is blocked by Issue 2.

Custom Field 10001 has a value filled out in Issue 2 but it is empty in Issue 1.

When I link Issue 1 to Issue 2, stating that Issue 1 is blocked by Issue 2,

I would like Custom Field 10001 in Issue 1 automatically populated with the value it has in Issue 2.

So I want an automation that copies the value from Custom Field 10001 from Issue 2 to Issue 1 when they are linked as issue 2 blocking issue 1.

Does that make better sense?

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