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Automating Custom Hidden Field Based on Organization

Hello,

 

I have created a new custom field named "company" which will be a hidden field to customers. What I am wanting to do is setup a rule that will set "company" to a specified value, based on users in an organization. So for example, if user is from X organization, I want to auto-populate the "company" field to be "company X name"

Any help is appreciated.

 

Thank you

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Answer accepted

Hello @Joe Murphy,

Thank you for reaching out to Atlassian Community!

Testing on my local site, I found an automation rule that might help you. In this case, would be based on the customer’s email domain.

If on your project the customers from, for example, @company.com are added to the organization Company, then I believe it should be helpful.

In this automation, when the issue is created, then two fields will be edited: the organization and another field, in your case, you can select the “Company” field. It works if the customer has shared or not the issue with the Org and if they don’t belong to one, it will be created. 

 

On “Choose fields to set…” select Organizations and Company.

For Organizations, select “Use reporter’s e-mail domain” and for the Company field add the smart value: 

{{reporter.emailAddress.substringAfter("@").substringBefore(".")}}

Screen Shot 2021-06-24 at 14.55.37.png

This is the result:

Screen Shot 2021-06-24 at 14.43.19.png

If it doesn’t help, please, let us know more information about your use case, so we can check if there is a workaround. 

Kind regards,
Angélica

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