Introduction

The Lookup Manager Plugin provides the capability to set a field based on the value of another field via lookup tables.
It works similarly like the Excel's vLookup function. Jira admins can define multiple lookup tables and workflow post functions to perform the point-in-time lookups.

Besides that, the tables can also be published and viewed by authorised users like a directory.

Getting Started

Download and Install Lookup Manager
Follow our Quick Start guide to see how Lookup Manager in action can automate the updating of issue field via lookup table
If you want to report a new issue, provide feedback or require help, please raise a ticket in Support

Use Cases

The Lookup Manager Plugin will be useful in the following possible scenarios

Route the request for the next person in the workflow
- Set the manager custom field based on the reporter field
- Set the assignee field (person in charge) based on the selected system custom field
Select the priority based on the issue type or reporter
Set the group to be notified based on the selected system custom field
Set the issue security based on the issue type
Set the customer's details (company, phone, address) based on the user ID
Set the staff's info based on their user ID (Useful when LDAP integration is not possible)
Set a customer facing field value based on the internal field used by the Jira ServiceDesk agents

Benefits of the plugin

Easy to use/visualise with a mapping table
Centralised instead of spreading across the individual workflows
Mapping is for the point in time. i.e. Updating the lookup table values will not affected those issues that have been looked up

Key features

Set the assignee or other fields automatically with a lookup table Automate the routing of requests to assignees/approvers based on a selected field (e.g. system, department, country, etc). It can also be used to set other fields
Manage the lookup tables directly within Jira Can define multiple lookup tables for various purposes
Smart handling when the lookup value cannot be found Able to select various lookup option Default to a value Stop Current Action Skip and Continue
Integrated with Automation For Jira Create new component to update the issue field
Integrated with Jira Service Desk Create new action to update the issue field

Introduction

Getting Started

Use Cases

Benefits of the plugin

Key features

Set the assignee or other fields automatically with a lookup table

Manage the lookup tables directly within Jira

Smart handling when the lookup value cannot be found