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Introduction

The Lookup Manager for Jira Cloud allows the user to set an issue field based on the value of another field in a project.

Example

I have a

Setup Lookup Project

Create a lookup project, Jira Project Inventory (PROJINV), which stores the manager for each Jira Project. It has the following fields:

  • Summary

  • Reporter

  • Project Picker

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Image RemovedThen I have

Configure Post Function

Navigate to another project, Service Desk (SD), in which people can raise requests to add themselves into the role of the project.

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

2. Click on the edit button for the workflow you wish to amend

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3. In your workflow page, choose the transition you wish to add lookup function. E.g. Create issue transition

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4. I have created the Click Add post function to insert a lookup post function 

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5. Select Lookup Manager: Update Issue Field post function.

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Field to perform a lookup during issue transition

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6. You should see the following fields

Lookup Project Key

The project to lookup for the Search Field(s) and Matching Field

Source Field(s)

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

Search Field(s)

The custom field in which the lookup value will be searched

Matched Field

The custom field in which the matching value will be returned

Destination Field

Field in which the matching value will be populated in

Action if No Value in Source Field

  1. Skip the lookup and continue

    • Do nothing 

  2. Default to a value

    • If no source field value found, the value will be used to compare with Search Field(s)

Action if No Records Matched

  1. Skip the update and continue

    • Do nothing 

  2. Default to a value

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

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7. You can view the summary of the post function

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8. Remember to publish the workflow

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Execute Post Function

Now, when the ticket is created and user has selected a project (e.g. Lookup Table ) for the Project Picker Field, 

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the Lookup Manager will

  1. Use the fields in the SD ticket to compose a JQL.  

    Code Block
    project = PROJINV and "Project Picker[Project Picker (single project)]" = "Lookup Table" order by updated DESC

  2. Then take the corresponding fields in the matching PROJINV issue (e.g . Reporter) to populate another field in the SD (e.g. set the Assignee field)

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