Is there a way in JSM Cloud version to set a fields drop down options based on another field selecti

Romy Meyers
Contributor
February 13, 2023

I have a custom field with drop down options. Based on what the user selects in this field, I would like to preset the dropdown options for another custom field. Is there a way with the JSM configuration that this can be achieved or do I need to utilize a plugin like scriptrunner and will that even support what i am trying to do.

I looked through several similar questions but was not clear to me if the answers were for other atlassian products (server, etc)

Thanks

Romy

5 answers

1 vote
Suzi Firth
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February 13, 2023

Hi Romy,

Yes you can do this using automations. I have several setup in our jira for this exact purpose.

Your trigger needs to be setup to be when the value of the field changes. This means that if you accidently select the wrong, if you change the values the automation will re-run. and update accordingly. Example below I have with our Operational Categorization field:

ice_screenshot_20230214-113620.png

You then want your condition to be If / else block.

In here, you can specify all drop down options you want to match and update secondary custom field to same value.

As you can see I have selected my custom field name which is "Operational Categorization" list type and then the cascade options:

This is the actual text: "CFNAMEHERE[Select List (cascading)]" in cascadeOption(ParentOptionID,SelectedValueID

I have this setup in a notepad document. If I need to add a new condition to the string, I update it there and then copy and paste back into my condition box.

Keep adding OR and a new string for all that you want to match and change new field to same value.

ice_screenshot_20230214-113632.png

Once you've saved your conditions, you want to add an action for Edit Issue Fields.

Extend the more options drop down and in additional fields I paste in this:

ice_screenshot_20230214-114110.png

Update customfield_xxxxx to the appropriate ID of your custom field. Enter value and child value that you want to be entered.

If you are unsure what the IDs are for your custom fields, parent or selected values, they show in the URL bar when you are editing the fields like so:

ice_screenshot_20230214-114338.pngice_screenshot_20230214-114439.pngice_screenshot_20230214-114537.png

 

Your final automation should look like this:

ice_screenshot_20230214-114916.png

So If any of 3 cascade options are selected, it will change the second custom field to a specific value A.  If none of those are met, it goes to the next condition if any of those 5 cascade options are selected, it will change the second custom field to specific value B and so on so forth.

Let me knows if you have any questions.

Cheers,

Suzi

1 vote
Mark Segall
Community Leader
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February 13, 2023

Hi @Romy Meyers - Not natively.  There are a couple options:

  • Create a cascade select field as a replacement field.  You can use your existing dropdown options as the parent options and for each, provide a series of child options
  • Upgrade to JSM Premium.  This will give you access to Assets and the associated asset fields which can be configured for dependency
  • Explore the marketplace for a 3rd party option
0 votes
Suzi Firth
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February 14, 2023

@Romy Meyers Oh bugger. 

Well if you ever upgrade to premium you know you can do it.

I use this kind of automation for a few different things:

  • Setting Impact & Urgency based on OpsCategory selected
  • Priority matrix for Impact and Urgency selected
  • Setting Issue type based on OpsCategory selected
  • Recurring tickets (alerts, autogenerated reports, weekly tasks)
0 votes
Riley Venable
Community Leader
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February 14, 2023
You can use dependent dropdown fields to achieve this. Dependent dropdown fields let people pick their options from two dropdown lists - parent list and child list (sub-list). When a user selects an option from the parent dropdown list, the child dropdown list is populated with options based on the parent option.
0 votes
Romy Meyers
Contributor
February 14, 2023

thank you all so much! @Suzi Firth we currently only have the standard JSM so automations are limited. We may just have to upgrade to premium if i go your route.

thanks again @Mark Segall and @Suzi Firth 

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