Update Summary field From multiple Form Data fields

Yunus Choudhury
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February 28, 2024

Hi,

I am new to administering Jira, and I have made a custom employee onboarding form using Jira Forms and tying it to a request type.

I am trying to pull multiple values from my employee onboarding form, and populate the summary field. That way I can hide the summary field from the customer portal and have it populate on the issue view for agents.

I am trying to populate the summary field with "first name, surname - office location - start date"

I am aware that I can link a form field with a jira field, but it allows me to attach one field to the summary field.

Is there a way to pull multiple fields together into the summary?

2 answers

1 vote
Kristján Geir Mathiesen
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February 28, 2024

Hi @Yunus Choudhury and...

giphy

Why don't you allow user to create the ticket. Have all the above fields on your form linked to individual Custom Fields. Set a default value in the Summary field and hide it. Then create an Automation rule that uses smart values to read from all these Custom Fields and replace the default value in the Summary field?

 

Like:

{{issue.customfield_firstname}}, {{issue.customfield_lastname}} - {{issue.customfield_officelocation}} etc.

HTH,
KGM

1 vote
Fernando Eugênio da Silva
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February 28, 2024

@Yunus Choudhury , Welcome to the Atlassian Community!

The simplest way to do this is to associate Jira fields with the forms field in the fields you want to use to place the Summary.

Then, you will create automation in your project. Something simple, like:

Trigger: Issue Created
Action: Edit Issue > Summary

In the Summary, you just need to pass the variable of those fields that you want to use to fill the summary.

You can use the following: {{issue.FIELD NAME IN JIRA}}

So you can combine different formats, as in your example: {{issue.First Name}},{{issue.Surname}} - {{issue.Office Location}} - {{issue.Start date}}

I'm assuming that for each value you'll have a field. This is one of the ways you can achieve this. If you want to know more about Jira variables and Smartvalues, read here: Jira smart values - issues | Cloud automation Cloud | Atlassian Support

If you want to see some automation examples you can look for in Automation Playground | Atlassian

Hope this helps you :)

Cheers,

Fernando

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