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How to create a category from form response

Ashley Fisher November 6, 2023

Hi

I am new to Jira Work Management and I need to be able to set a category based on user input from a form. 

The user will select from a dropdown for the question 'Business Area Impacted' and I want the answer to this to be duplicated as the category so I can group by Category.

Can anyone help with this as Category doesn't seem to be a field you can use in the automations?

Thanks

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Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 6, 2023

Hello @Ashley Fisher 

Welcome to the Atlassian community.

Can you confirm what your hosting type is - Jira Cloud or Jira self-hosted (Server or Data Center)?

Assuming you are working with Jira Cloud, refer to the answer I put on this post:

https://community.atlassian.com/t5/Jira-Work-Management-Questions/How-to-set-issue-category-in-automation/qaq-p/2268300

Please let me know if that solves your problem or if you have additional questions.

Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 7, 2023

Is the value in the selection list an exact match for a Category value you have already created?

Ashley Fisher November 7, 2023

Hey

It does now!

I'm now getting this error - Additional fields contains invalid field(s) in 'update' or 'fields' section: Category

Thanks

Ashley Fisher November 7, 2023

Ah I got it to work using the CustomField ID.

Thanks for your help!

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Ashley Fisher November 7, 2023

Hey

Yes Jira Cloud. I did try that but wasn't sure it applied to my query.

If I want the content of another field to go in the category, would I put the name of the field where you have Categoy1?

Ashley

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