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Copy Fields Details from one issue task to another one with Automation


I have several Projects each representing a customer.  Each Customer has specific information that I would want to be included into all task created under each Projects. Currently I´m copy pasting those info from one task to another, since so far automation has failed.

I´m struggling to see how I can use automation with several projects, in order to create a rule that will include general information such as Customer type, contact phone etc between issues in each project.

Any suggestions?

1 answer

0 votes
John Funk
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Aug 15, 2022

Hi Bára,

Can you be a little more specific as to exactly what you are trying to do? Or share the rule that is not working? 

Also, what type of project are you using? Team-managed? Company-managed? Jira Work Management? 

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