Config Action in Jira Service Desk Automation (New)

Owned by Cao Liang
Last updated: Apr 01, 2020
2 min read

Goal

This section shows the instructions to configure Service Desk Action to perform a lookup during issue transition.

Pre-requisites

✔️ Create a lookup table
✔️ Create a Service Desk Project
✔️ Jira Administrators permission to create / edit Service Desk Automation

If you are using Jira 8 + Service Desk 4, please use Lookup Manager v3.0.0.

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.

 

Configuration steps

1. Go to Project Settings < Automation

 

2. Select Add your first automation Rule, use 'Custom rule' as the template.

 

3. After added a Trigger, Select 'Update Issue Field(Lookup Manager)' option when setting up the THEN of a rule.

 

4. You should see the following fields

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

Source Column

Column in which the lookup value will be searched

Destination 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 Match

  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  

Action if No Value

  1. Skip the update and continue

    • Do nothing 

  2. Default to a value

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

 

 

5. Now give the rule a name and save it.