I want automatically fill in CRM created field in Jira task

[Anna Grace]

Hi all,

 I want create a rule that will automatically choose a company name  in CRM created field depending on domain of reporter (@testdom.com)

1  I don't know how to find Reporters whose emails contain @testdom.com in Advance Compare Condition

2 I cant choose field Company in New Action-> Edit Issue-> Choose fields to set

it doesn't appear in the list

I'd be grateful for your suggestions.

Anna

[Alex Koxaras _Relational_ · Accepted solution]

Hi @Anna Grace 

After a few attempts I managed to create a rule to change the value of your CRM field, based on the email domain of the reporter (you know that this app has the ability to sync users to companies, right?):

The first thing that you want to do, is to get the ids of the companies you create:

• Go to Apps > CRM > Companies
• Select all companies and click the export button
• Open the xlsx file and see the 5-digit number ids of each company. We will use them to set the value on your automation rule

Create the following rule and use as many "Else" statement as you want

To distinguish among domains, use the following smart value

{{issue.reporter.emailAddress}}

which should contains the "@domain.com" you want

The Add an edit issue component and instead of using the fields from the dropdown menu, use the advance edit and write:

{
  "fields": {
    "customfield_10245": 301462
  }
}

where customfield_10245 is your Company field and 301462 is the corresponding id of the @domain.com

I've tested it on my instance and works like a charm.

Let me know if you got this!

[Anna Grace]

Alex, you're amaizing! thanks!! it works

[Anna Grace]

Hi Alex,

Just a short note .

We noticed, that automation rule doesn't work for reporters, that are new for Jira.

FIrst request to support from unknown email - ignore

Second request - rule works.

thank you.!

Anna 

[Alex Koxaras _Relational_]

@Anna Grace what do you mean doesn't work? What is the email domain of these users? Are they already added to the project before creating an issue?

[Anna Grace]

@Alex Koxaras _Relational_  if the email comes from our existing client (who has sent something to us in the past) then the rule works, but if it's a new email for system -it doesn't.. we also checked it sending emails from @gmail. The rule didn't execute for the firrst email. 

But fortunately it doesn't  happen often

[Alex Koxaras _Relational_]

If a customer is not added to a project, then if he/she sends emails to the dedicated JSM email handler, then this email will bounce. You have to add the customer first to the project and then he/she will be able to send emails.