Automation to populate custom field from custom organization detail

[Kendall Wondergem]

I created and populated a custom organization detail field for our customer organizations with our company's client ID from our app. I'd like to have this automatically populated into each issue in a hidden field. However, when I use the automation feature, I don't see organization detail fields as an option for smart values (when I create the "Edit" step of the automation workflow). Any idea how I can do this?

[Aaron Geister_Sentify · Accepted solution]

@Kendall Wondergem 

Welcome to the community. I have found a community post that might help you in your automation endevour. 
Here is the link that goes over using the API to automate some details from Organization data. 
https://community.atlassian.com/t5/Jira-Service-Management-articles/Auto-update-custom-fields-based-on-Organization-properties/ba-p/2099833 

I would like to add that Organizations custom field data is actually pulling from the Asset CMDB and is tabled in a hidden schema. So you will have to use the API to do any automation of these details. 

I do have a question about where this data for client ID is coming form and the customer information? Is it a CRM if so you should be able use API to impor this data. 

I hope this helps. Please let me know how this works. 

[Kendall Wondergem]

Right now the data is being imported to the organization details field manually via CSV. I'm working with my team to get it automatically pushed. Glad you flagged that we can have it pushed to our CRM and use the API to import.

Thanks for the response and link! 

[Aaron Geister_Sentify]

@Kendall Wondergem 

If this answered your question can you please mark it as answered. If you need more assistance I am here to help answer more questions.