Can I update assignee or custom field with an Insight attribute?

[Allison Stewart]

Hi,

I need to update the assignee and another custom field on my issue based off of an Insight attribute on the object.

For example, in the request I collect Employee Name.  From that name, I need to populate Branch, Cost Center, Regional Manager and Approvers based off of these attributes on the Employee Object.

I saw another post stating that I can do this in post function by using one called something like "Assign issue based on object attribute" or something like that.  But I don't see that option.

Can anyone provide some guidance for me?  Thanks so much.

[Andrea · Accepted solution]

Hi @Allison Stewart

The Insight post functions are in the Server app only, we don't have them in Cloud.

In Cloud you can achieve the same using global Automation rules. In an automation rule you can lookup object(s) using an IQL that references the employee name from the issue just created using smart values from the issue (e.g. {{issue.Employee Name}})

Then you can edit the issue using values from the object using the {{lookupObjects}} smart value.

https://support.atlassian.com/cloud-automation/docs/jira-automation-actions/#Lookup-objects

https://support.atlassian.com/jira-service-management-cloud/docs/use-insight-query-language-iql/

See how that goes! Let me know if you have follow up questions.

Andrea

[Allison Stewart]

Thank you for this.  I'll give this a go.