Copy values post function

This page describes a post function which allows to copy data between two fields type: provided by Jira and available in our app.

Customer Details for Jira Service Management provides an additional post function named Copy values. This post function allows you to copy data from Customer Details fields to Jira custom fields and vice versa. This configuration bases on the field values collected for the Reporter profile.

In the table below, you can find what Jira custom field types can be mapped to Customer Details fields.

Jira custom fields

Customer Details fields

  • Text field (single line)

​

  • Short Description

  • Paragraph

  • Rich Text

  • Text field (multi line)

  • Paragraph

  • Rich Text

  • Select List

  • Checkbox

  • Dropdown

  • Checkbox

For all of the following procedures, you must be logged in as a user with the Jira Administrators global permission.

🐾 Steps

1. Select the workflow you’d like to update and click Edit.

2. Click on the transition to which you'd like to add a post function.

3. Settings are available depending on the workflow mode:

  • Diagram: Open Post Functions settings from the right-hand side menu.

  • Text: Go to the Post Functions tab.

4. Click Add post function.

5. Select Customer Details - Copy Values post function.

6. Click Add.

7. Configure the post function:

  1. Click Add mapping.

  2. Select custom field from Jira which will be the source.

  3. Select field from Customer Details configuration which will be the target.

You can change the mapping direction by clicking the arrow between select lists. Thanks to this action you can copy values from Customer Details field to Jira custom field.

8. Click Add to save changes.

9. Remember to Publish the changes you've made in the workflow.

🎉 Result

New Copy Values post function is added to your workflow.