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Goal

This section shows the instructions to configure Workflow Post Function to perform a lookup during issue transition to update issue field.

Pre-requisites

✔️ Create a lookup table
✔️ Jira Administrators permission to create / edit Workflow Post Function

Demonstration

The Lookup Manager use the value in the App field, get the App Management Table to search the App column. If there is a matching row, get the value in the Manager column and then set it in the Assignee field.

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Configuration steps

1. Go to the workflow you wish to perform a lookup function.

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Source Field

The custom field which stores the lookup value to be searched in the lookup table.

Lookup Table

Lookup table which store the data set to be searched

Search Column

Column in which the lookup value will be searched

Matched Column

Column in which the matching value will be returned

Destination Field

Field in which the matching value will be populated in

Action if No Records Matched

  1. Stop the current action

  2. Skip the update and continue

    • Do nothing 

  3. Default to a value

    • If no match found, the value will be set to a default value pre-defined  

Action if No Value in Source Field

  1. Stop the current actionlookup and display error message

  2. Skip the update lookup and continue

    • Do nothing 

    Default to a value

    • If no value in source field, the value will be used to search in lookup table 

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7. You can view the summary of the post function

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