I have 2 fields: Customer, Customer Index.
Customer Index is a number field and needs to be auto-populated (without user manipulation of the field) based on a spreadsheet list of Customers vs. Customer index numbers. This categorizes customers into 1 to 5 based on their size (and this value changes every quarter.)
Is there a way to customize the Customer Index field so it'll be autopopulated based on a vlookup type function? Let me know if you need more details?
Customers = A, B, C, D, E, F
Customer Index matched with Customers in Excel which is updated quarterly:
Customer = Customer Index
A = 5
B = 4
C = 2
D = 2
E = 2
F = 1
I work for Elements and our app Elements Connect could work if you transform your spreadsheet into a CSV file.
Elements Connect connects to data sources (SQL database, REST API, CSV file.... or even Jira itself) and you can fetch the data you need to display in custom fields. You can create dependent fields easily, so based on a selection made in field A, different data from your customer data file is displayed in field B.
The app would be especially helpful if your list of customers is really long because you wouldn't have to update the custom field options in Jira since Elements Connect does that for you.
Connect with like-minded Atlassian users at free events near you!Find an event
Connect with like-minded Atlassian users at free events near you!
Unfortunately there are no Community Events near you at the moment.Host an event
You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events