You're on your way to the next level! Join the Kudos program to earn points and save your progress.
Level 1: Seed
25 / 150 points
1 badge earned
Challenges come and go, but your rewards stay with you. Do more to earn more!
What goes around comes around! Share the love by gifting kudos to your peers.
Keep earning points to reach the top of the leaderboard. It resets every quarter so you always have a chance!
Join now to unlock these features and more
I have a single user select field on my form. I would like to update the Summary to include the selected user's name when the form is submitted. For example, the summary would start out with "New Hire: ", but after submission, it would say "New Hire: Jane Doe".
I'm also hoping to be able to add values from multiple fields into the summary field. Maybe there's a dropdown with "New Hire" and "Rehire" options, so the summary would be "New Hire: Jane Doe" or "Rehire: Jane Doe".
While I know you can link a field on a form to an issue field, you can't link multiple fields to issue fields, and when I've tried to use automation to do what I'm asking, it's failed to generate results.
I also tried to hide the summary field and set a value, but hidden fields don't appear to accept dynamic data.
It may be useful to have a look at the smart values documentation. It is perfectly possible to create an automation rule that retrieves values from your issue and then updates your issue summary.
This simple example illustrates how you can update the summary field after the issue gets created by appending the value from another field, in this case "Job title":
Hope this helps!
Okay, I did that, but when Form Submitted, and while the summary update was fabulous (thank you!), I couldn't figure out exactly what "submitted" means, because it didn't fire off when a request with attached form was created, so it appeared fairly random when the automation would fire off.