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How to prevent custom field from clearing when card is moved into a new list on the same board

Leanne Jackson June 12, 2023

Hi all

I've tried to see if this is already answered but couldn't find anything, so apologies if it is!

I have custom fields on cards that are set (such as Analyst or Developer name) and they are on a board where there is a list per developement stage, but when I move a card from say analysis to design, it seems to clear the custom field drop down.

I need it to retain this information for reporting purposes, but can't see a way to do so. I don't have an automation set up to clear the custom field when it is moved, so I'm not sure why it's exhibiting this behaviour.

Any help is much appreciated.

Thank you!

3 answers

1 accepted

1 vote
Answer accepted
Deepak Jain
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
June 12, 2023

Hi @Leanne Jackson ,

Hope you are doing well.

I understand you are moving a card from one column to another column on same board. That means you are moving Jira issues from one status to another status. And during this action, one dropdown Field value is cleared.

I suggest you to check corresponding workflow post-function. And check if "Clear Field Value" post-function is in place with your drop-down Field name. If yes, then please remove that post-function and publish the workflow again.

Thanks !!

Leanne Jackson June 12, 2023

That worked thank you!

Like Deepak Jain likes this
Deepak Jain
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
June 12, 2023

Glad to hear that. 

0 votes
Deepak Jain
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
June 12, 2023

Hi @Leanne Jackson ,

Let me know how it goes.

Thanks !!

0 votes
Dreamsuite Mike
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
June 12, 2023

Hi,

Custom field data should be retained when a card is moved from one board to another.

What field type is this?

If it is a drop down field, if drop down options on the field in board A aren't exactly the same as board B, you could have a problem...

Leanne Jackson June 12, 2023

Hi Dreamsuite Mike 

It's not being moved to another board, just another list in the same board. It's a drop down field that clears when it's moved which is strange.

 

Thanks 

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