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Workflow Post Function - Update Issue Field
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Workflow Post Function - Update Issue Field

Owned by Cao Liang
Last updated: Mar 09, 2023 by Stella

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.

 

Configuration steps

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

3. In your workflow page, click on the transition you wish to add lookup function. 

 

4. Click Add post function to insert a lookup post function 

5. Select Lookup Manager: Update Issue Field to perform a lookup during issue transition

6. 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

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 lookup and display error message

  2. Skip the lookup and continue

    • Do nothing 

7. You can view the summary of the post function

8. For this tutorial, you need to remove “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.”

 

8. Remember to publish the workflow

Advanced Example

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,

if (priority == High) assignee = lookup(Duty personnel for selected application) else if (priority == Medium) assignee = lookup(System Lead for selected application)

It can be translated into 2 lookup post functions in the reverse sequence

  1. Initialise the assignee with the System Lead by performing the lookup for the System Lead

  2. Then call the lookup for the Duty Personnel using the selected application. If there is no matching records, skip the update and continue