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Update Insight object if reporter changes

I've got an Insight Schema that contains several objects relating to the organization:
Screen Shot 2022-04-25 at 4.40.18 PM.png

And I've got Jira set up to display certain information about an employee on the Issue page when an issue is raised from the portal:
Screen Shot 2022-04-25 at 4.41.57 PM.png

However, as you can see, when I change the Reporter on the issue, the linked Insight object doesn't change. I've tried configuring the IQL to be both currentReporter() and ${reporter}, but it never updates.

Does anyone know if there's something additional that needs to be setup here to make this update?

1 answer

1 accepted

2 votes
Answer accepted
Mark Segall Community Leader Apr 25, 2022

Hi @Nathan Allen and welcome to the community!

Think of Insight field similar to an issue link.  This is not something that natively updates on its own.  However, this can be addressed through automation. The rule could look something like this:

2022-04-25_14-26-46.png

  1. The rule triggers off of the change to reporter
  2. I have the first edit issue set to simply clear out the Insight field.
    Note - This is only necessary if your insight field allows multiple object values
  3. The last rule is updating the object based upon the reporter.  In my example, I'm simply matching based upon name, but you could also match on ID or email address.

Thank you! I don't think I need action to clear it out since my field only allows one object, but for anyone else looking later, this was what my final rule looked like. I'm matching based off of a referenced field for the Jira User.

Screen Shot 2022-04-25 at 5.51.40 PM.png

Like Mark Segall likes this

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