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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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6. You should see the following fields
Source Field | The custom field which stores the lookup value to be searched in the lookup table. |
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Lookup Table | Lookup table which store the data set to be searched |
Search Column | Column in which the lookup value will be searched |
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Matched Column | Column in which the matching value will be returned |
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Destination Field | Field in which the matching value will be populated in |
Action if No Records Matched |
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Default Value
Pre-defined default value to be mapped to destination field when no records matches the lookup value and "Default to a value" option is selected
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Action if No Value in Source Field |
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7. You can view the summary of the post function
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8. For this tutorial, you need to remove the “3. Assign the issue to the current user. Please note that the issue will only be assigned to the current user if the current user has the 'Assignable User' permission.”
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8. Remember to publish the workflow
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Advanced Example
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It is possible to use Lookup Manager to implement complex if-then-else logic by reversing the sequence of the post functions |
For example, in the scenario, where only critical applications have duty personnel,
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It can be translated into 2 lookup post functions in the reverse sequence
Initialise the assignee with the System Lead by performing the lookup for the System Lead
Then call the lookup for the Duty Personnel using the selected application. If there is no matching records, skip the update and continue