How do you get the portfolio team field to display in the automation section in JIRA?

I have installed Portfolio for JIRA and have set up my teams (I am predominantly using the team functionality for service desk ticket delegation and auto routing).

 

I have set up my queues in the service desk based on the teams tickets are allocated to and now I want to implement some automation (e.g WHEN issue is created IF matches request type A,B or C THEN set portfolio team to L1 Support).. However the team field does not appear for me to select to do so.

 

How can I make this field appear here in the automation section? Is there a particular screen I need to share the custom field with? The field appears on my tickets and is being utilised already it is only automation which I'm having issues with.

1 answer

1 vote

Hi Leah,

The team field can be added to any screen that populates when you go to Custom Fields and add the field to a screen per Showing Portfolio custom fields in JIRA Software. 

I do not see a way to add this field to the rule configuration screen.  In light of that I would recommend creating a Suggestion on JAC and add your use case to the notes.  This will get this issue in front of the developers and they can provide a workaround or add the functionality into JIRA. 

If you do create a JAC ticket please post the link here so the Community can vote on the JAC ticket and add impact.

Cheers,

Branden

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