Pre-populate a summary and Description based on Label

Raj Bansal
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February 26, 2025

Hello JIRA Gurus,

I am currently in the preliminary stages of learning JIRA and could use some assistance in creating an automation process to standardize our ticket workflow.

More specifically, I would like to pre-populate the summary and description fields based on the label selected for each ticket. This will ensure consistency and efficiency in our ticket creation process.

I would greatly appreciate any guidance or resources you could provide to help me achieve this goal. Thank you in advance for your time and expertise.

 

I thank you in advance for your advise and help.

 

 

2 answers

0 votes
David Nickell
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February 26, 2025

There are a couple of ideas here that ultimately result at you looking at automation.

  • At one client, when an Epic is established we use a checkbox field to decide what types of stories will be needed.
  • We also have a few key fields for data to use in the story creation
  • When the Epic is place and the decisions have been made, we run the story automation and can populate any/all story fields in the process.

At a second client we do a similar activity.  The manager reviews the epics and will add observations and notes in a field for each story type.   This gives him the opportunity to make notes on all the work in advance.   When we run Story Creation, we also create an appropriate Confluence page tied to the Epic

 

Happy automation!

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Trudy Claspill
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February 26, 2025

Hello @Raj Bansal 

Welcome to the Atlassian community.

Is this for a Service Management project or a Software project?

Jira does not have a native function for setting field values in the Create Issue dialog based on values selected in other fields. That sort of functionality would require a third party plugin such as Adaptavist's ScriptRunner that provides "Behaviours" functionality.

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