How to copy multiple custom fields values to description?

[Anton Warkentin]

Hello Atlsassian Community,

We are using Project Automation to create a linked issue, when the trigger issue transitions to a certain status. We would like to copy the values of several custom fields from the trigger issue to the description of the created linked issue.

Is there a way to do that?

Here an example:

Trigger issue fields:

• Name: John (textfield)
• Surname: Doe  (textfield)
• Company: Stark Industries  (drop-down, single choice)
• Access: Email, Jira, Confluence, ERP System (checkbox, multiple choice)

Created linked issue: 

• Description (multi line text field):
  Name: John
  Surname: Doe
  Company: Stark Industries
• Access: Email, Jira, Confluence, ERP System (checkbox, multiple choice)

Regards
Anton

[John Funk]

Hi Anton - Welcome to the Atlassian Community!

We use an Automation For Jira rule to do that. Not the regular project automation, but the actual Automation For Jira tool. 

In the Description of the new issue use:

{{issue.Name}}

{{issue.Surname}}

{{issue.Company}}

[Mark Chaimungkalanont]

Just to add further colour to John's reply, your rule might look something like:

You can find more info on smart values at https://support.atlassian.com/jira-software-cloud/docs/what-are-smart-values/

[Anton Warkentin]

Thank you for your answer John!
Thank you for the visuals Mark!

I didn't expect it to be that easy :)

Does is work with checkbox custom fields as well?

In Automation for Jira there is also a native functionality to copy fields, which for any reason does not let me copy all of the custom fields. For example i can't copy the values of a select list field. How do i know? The field is not in the drop down to choose where to copy from.

Let's take the Access field from my example, which should be exactly the same field with exactly the same values on the linked issue.

regards
Anton

[John Funk]

You need to make sure that the field is available for the project (based on contexts) and screens - particularly the edit screen. 

And yes, it should work for checkbox fields as well. 

[Anton Warkentin]

Thank you John!

I will implement and test it, and of course provide my feedback here, later.