Set assignee based on an other field

[Seher Sönmezsoy]

Hello Fidel,

I have a new question again. I've set in one project (Project 1) a user picker. Can I use it with the same user in an other project (Project 2)? That means I have a Select List and a User Picker in Project 1, if I use the same Select List in Project 2, can I set my Assignee based on this Select List in relation to the User Picker?

Best regards,

Seher

[Fidel Castro Armario]

Hi Seher, I haven't understood exactly what you intend to do. I give you some information in relation with your question:

Options in a Select List custom fields may have the same options in all the projects (using global context), or particular sets of options per project and/or issue type (using multiple contexts).

In JIRA, each issue has a particular value for each custom field (i.e., fields doesn't have values at project level, but at issue level).

Any custom field can be used in any project of your JIRA instance, there is no project-scope for custom fields.

You can set your Assignee in any project based on the value of one or more fields in your JIRA instance using Set a field as a function of other fields post-function.

If you give an example of what you intend to do I think I will understand it, and will be able to help you.

[Seher Sönmezsoy]

Hello Fidel,

sorry for this. I have a field Select List with Company names, an User Picker Account Manager and an user Picker NOC. This three fields should have relation. In Project One (CRM), I set this Fields. In Project two, I want to read this fields. If I choose an Option in my Select List in Project two, it should automatically assign this task to the NOC of this Company. The NOC should be read of project one. Can we do this? I want to use set the field function from project one to project two. I have more than 300 companies. What is the most simple way to do this?

Best regards,

Seher

[Fidel Castro Armario]

Ok, now I understand: you have an issue at project CRM per company, isn't it?

Do you want also to set field Account Manager in issues in project 2 based on the value of this field in the issue of project CRM for the selected company?

[Seher Sönmezsoy]

Yes, that's right, the Account Manager and the NOC Manager should be in Project Test Request with the same Account and NOC Manager of Project CRM. That means I write the Information in CRM and I have to read the Information of CRM in Test Request for selected Company.

[Fidel Castro Armario]

You should add twice "Read field from issues returned by JQL query" post-function in "Create Issue" transition in workflow of issues of project 2 with the following configurations:

Post-function 1: Setting "Account Manager"

Post-function 2: Setting "NOC"

JQL Query in both post-function is:

project = CRM AND Company = "%{nnnnn}"

replacing nnnnn with field code for "Company". This field code depends on each particular JIRA instance. That shown in the screenshots is field code for Company in my JIRA instance.

Once configured, transition "Create Issue" will look like this:

Post-functions should be added after post-function "Creates the issue originally.".

[Seher Sönmezsoy]

Thank you Fidel,

this is a perfect possibility, you write me. I asked that, but I thouht, that is not possible in Jira Workflow Toolbox. Thanks again.

best regards,

Seher

[Seher Sönmezsoy]

Hello Fidel,

it doesn't work. I have this:

Customer Name is my Select List in CRM. I want to choose the customer name in project 2 and the noc should be set automatically. The message I'll get:

Best regards,

Seher

[Fidel Castro Armario]

You should write field code for NOC custom field between double quotes.

[Seher Sönmezsoy]

I've tested it also with double quotes.

[Fidel Castro Armario]

Are "Account Manager" and "NOC" the exact names of your custom fields?

Please, try doing an advanced search in your JIRA instance using those 2 JQL queries, replacing field code with an actual value for each of the fields (NOC and Account Manager). You will get an error message explaining the problem with those JQL queries.

[Seher Sönmezsoy]

Now I have not the error code with 'invalid...' Yes Account Manager and NOC are the exact names (User Picker). I've added it in both projects. Does the Select List have a relation with Account Manager and NOC?

Best regards,

Seher

[Fidel Castro Armario]

Sorry, I made some mistakes in my description of the solution. I have updated my post describing the solution. Please, reread it do the necessary modifications.

[Seher Sönmezsoy]

Hi Fidel,

now it works fine :) Thanks again.

[Fidel Castro Armario]

Great