Can I pull data from a custom field into the issue summary (subject line)?

Question

Hi, Please can you tell me if I can pull data from a mandatory custom field into a ticket title.  For example, I have created a required field called 'Company Name' which I would like to pull through data entry to the subject line.  Is this possible in Jira?

Many thanks,

Cathy

Max Foerster - K15t · Answer

Hey Cathy,

I've been working with some of the available apps for years and now additionally I'm working for a company where my team is taking care of such a solution called Jira Workflow Toolbox. So, in general, have a look at the marketplace, where you can find for example our app Jira Workflow Toolbox, ScriptRunner, Jira Misc Workflow Extensions and Suite Utilities for Jira. All with different capabilities, features, and ways of approaching different use cases.

So for example, if you want to take your Customer custom field (assuming a text field here) or any other field in the system and parse that content into the summary when creating an issue, do the following using Jira Workflow Toolbox:

* Just add the Update issue fields post function to the Create transition
* select the Summary field to be updated in the "Target fields and Source values" section
* Choose "Parsed text (advanced mode)" as value type
* Enter the following as text to be parsed; %{your field code for the customer field} + " - " + %{00000}
* For example, %{00000} is the string value for the summary here, and your Customer field can be selected in the "String field code injector" because the field code on my screenshot is from my instance and will not be the same in yours :)
* The result of this will be something like this: "Customer A - Function B is not working"
* After that select the current issue in the "Target issue" section and now you can already save the configuration
* We could further enhance it with a conditional execution, so it will only be executed if the customer field is not empty or some other condition matches. Totally up to you!

Here are two example screenshots of the config that should work for you:

For canned respones, there's a nice app on the marketplace as well to define different templates and use them in the Service Desk. I hope I could help you a bit here :)

Best, Max

Cathy_rfjjhd · Answer

Hi Max,

My apologies, I misread that there may be an option to do this in a workflow post-function within Jira.

I'm just evaluating jira service desk at the moment, so no apps installed.  I'm currently just working through our desired workflows to see if, and how, we would achieve these.  Do you have a recomendation for an app which might provide this feature?  The other feature I have found Jira does not offer is canned responses (automated preformatted updates).  Ideally if we were to consider a 3rd party it would enable both of these.

Thanks so much for your help.

Cathy

Max Foerster - K15t · Answer

Hi Cathy,

to be able to do that, you would need to say which tool you want to use :)  Then we can give a detailed instruction. So what suitable apps do you maybe have installed in your instance already?

Best, Max