Default value for Team field when creating new issues

[Walter Buggenhout _ACA IT_]

Associating issues to Teams is a crucial part to making advanced roadmaps work. As far as I can see, the best way to do so, is set up teams as shared teams as much as possible and then assign the team to an issue at issue creation.

In our setup, nearly all Jira projects are managed by a core team. The odd task may be assigned to a different team, but as this is more the exception than the rule, I would like to have a default value for the team (pre-populated if possible, filled out automatically if no team is selected otherwise).

However, it seems that the Team custom field is locked and does not allow for configuration changes. And the built-in automation does not support setting the team field - it is not available there.

I know I can make the Team field required upon issue creation, but would really like to help the user here by filling out data we already know in over 90% of the cases for him/her.

Looking for suggestions or workarounds.

[Stephen Wright _Elabor8_ · Accepted solution]

Hi @Walter Buggenhout _ACA IT_ 

You do need to use a Shared Team, to make it available to set from a Jira issue.

I don't think you can pre-populate on the Create screen, but this is how I populated it during creation using Automation.

--------------

Preparation

You need to use the Team field's custom field ID, and the Team's ID during the rule.

To get the Team field's ID:

1. Go to Settings (cog icon in top-right) > Issues
2. Select "Custom fields" from the left-hand menu
3. Search for the Team field, then select the 3-dots icon on the right-hand side of the field's row and choose "View field information"
4. Note down the custom field's ID from the URL - eg. customFieldId=10123

To get the Team ID:

1. Go to Filters > Advanced issue search
2. Using JQL, enter Team then select the field (Team [Team])
3. Enter =, then begin to type the name of the relevant Team
4. Select the Team from the drop-down list, and its ID will be placed in the search bar in place of the name. Take a note of this ID - eg. "Team[Team]" = 5

You can also get the Team ID from a CSV export

--------------

Rule

Go to Automation, and choose to create a new rule. Set the components as follows:

• Trigger: Issue Created
• Action: Edit Issue

In Edit Issue, select "More Options" then in the Additional Fields section enter:

{
"fields": {
"customfield_10123":"5"

    }
}

^ In this example, 10123 is the Team field's custom field ID, and 5 is the Team ID

Give the rule a name, then publish it.

--------------

This should set the Team field to the required option just after creation!

Ste

[Walter Buggenhout _ACA IT_]

I have implemented and tested this successfully! Thx @Stephen Wright _Elabor8_ - big consistency gain and major time saver!

[Elliot Gates]

This was incredibly helpful and did exactly what I was wanting it to. Thanks! 

[David Holman]

Has anyone figured out how to do this with a transition post action?

[Stephen Wright _Elabor8_]

Hi @David Holman 

You could modify this rule to make that scenario work - by changing the Trigger from Issue Created to Issue Transitioned.

It might be possible in a post-function also; what's the use case?

Ste

[David Holman]

I was trying to avoid post-function because workflows are so painful to update over time. Automating on the transition got things working ✔️

[Darrel Jackson]

Not sure if this is a recent change or not but you do not need to find the custom filed ID any more. The following JSON works on my Jira cloud instance:

{
"fields": {
"Team": "6"
}
}

[Stephen Wright _Elabor8_]

Hi @Darrel Jackson 

This does work, but it could run into problems if you have more than one custom field with the name "Team"

The ID is more secure as it's unique.

Ste

[Darrel Jackson]

I guess it’s a trade off. I wasn’t aware you could create duplicate custom fields. Then there is the question of whether you should :)

[Nick]

Thanks @Stephen Wright _Elabor8_

Works like a charm, very helpful. 

[Dorothy Krajewski]

I'm using Jira Cloud Premium and I have two Team fields.  One for Advanced Roadmaps and the other for Tempo. Both are locked.  Both don't give their custom_Id with View Field Information. 

CSV download names it Team Id

I've tried "Team", "Team Id:", "Team[Team]"

none of them work

Any ideas?  or does it not work for Cloud?

[Stephen Wright _Elabor8_]

Hi @Dorothy Krajewski 

The instructions to locate team field ID does work in Cloud (I just checked).

The field ID is in the URL.

Ste

[Dorothy Krajewski]

Thank you!  I found it and then tried it in an automation rule. 

Sadly Jira still doesn't like it. 

see pics.   If you have any ideas to get it to work, much appreciated.

[Stephen Wright _Elabor8_]

Hi @Dorothy Krajewski 

Could you try this format in the Additional fields section:

{
"fields": {
"customfield_10123":"5"

    }
}

^ It's not an exact copy of the URL, especially the use of an underscore in the rule, rather than an equals sign in the URL :)

Ste

[Dorothy Krajewski]

It worked!!!    I'm so glad.  The work around was going to be extremely admin heavy.  

Thank you!

[Jerome Arnoldi]

@Stephen Wright _Elabor8_  thank you very much, this helps a lot.

[Richard Way]

Is there a way to set this up so it only occurs if the teams field is not set?

[Stephen Wright _Elabor8_]

Hi @Richard Way 

This should work:

• Trigger: Issue Created
• Condition: Advanced Compare Condition:
  • First Value = {{issue.customfield_10123}}
  • Condition = equals
  • Second Value = EMPTY
• Action: Edit Issue
  • {
    "fields": {
    "customfield_10123":"5"
    
    }
    }

^ The Condition checks that the Team field is empty before completing the action - if it isn't, then it should perform no action and ignore that Issue.

Ste

[Richard Way]

@Stephen Wright _Elabor8_ not having any luck with that.

Looking up the field ID for Team, it comes back as customfield_10001, so I have:

First Value = {{issue.customfield_10001}}
Condition = equals
Second Value = EMPTY

Looking in the Automation audit log after creating an issue I see the run, status is "NO ACTIONS PERFORMED" and action details shows:

ADVANCED COMPARE CONDITION
The following issues did not match the condition:
BYODI-58

Looking at BYODI-58, the Team field is set to None.

[Stephen Wright _Elabor8_]

Hi @Richard Way 

Is there more than one Team field in your instance?

What does the rest of your rule look like? That is also worth reviewing.

I tested the answer before I posted it, and again just now, and it works as expected :)

Ste

[Richard Way]

@Stephen Wright _Elabor8_ I'm an idiot... I typed into the second value field the value "EMPTY" when I should have just left the field blank :D 

Works like a charm now!

[Stephen Wright _Elabor8_]

Awesome, glad it works!

Ste