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How to make customised summary

Sukanya KM May 10, 2024

I have a form called OT access. It has following field, Employee First name, last name, Phone number, company name. 

When someone raise a request using this OT access form, the ticket summary should get added with Employee first name and last name from the form field which they fill during ticket creation.

1 answer

1 vote
Manoj Gangwar
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May 10, 2024

Hi @Sukanya KM ,

You can create an automation rule to achieve this.

1- Set the trigger for when the rule should execute. In this case, you want the rule to trigger when a new request is raised using the OT access form. Select the appropriate trigger for new issue creation.
2- If needed, you can add conditions to the rule to further specify when it should execute. For example, you might want to ensure that the issue type is indeed "OT access" before proceeding.
3- Set up the action to update the ticket summary. Choose the action type as "Edit issue" or "Update issue field."
4- Map the fields in the action configuration. You want to set the summary field to concatenate the employee's first name and last name. You may need to use Jira's automation syntax or functions to achieve this, depending on the capabilities of your Jira instance. For example, if Jira supports JQL functions, you might use something like {{issue.summary}} + ' - ' + {{issue.fields.EmployeeFirstName}} + ' ' + {{issue.fields.EmployeeLastName}}.

For correct syntax, Please look here to learn more in the automation documentation:

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