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How can I get custom field data appended to a summary on creation

Scott Federman February 1, 2022

I am using JSM and i have hidden the summary field and set the default summary to "Comp Change Request". I have another field called "employee name" which is required to create the ticket. How do I get the data from the employee name field appended to the Comp Change Request summary?

2 answers

1 vote
Vishwas
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February 2, 2022

Hey @Scott Federman 

You can disable the default summary thing and then try adding this in Edit Issue Action in your automation.

Comp Change Request {{issue.employee name}}

Regards,

Vishwas

Scott Federman February 2, 2022

@Vishwas unfortunately if you disable it, it needs to be on the screen for the user to fill out as it is a requirement to create a ticket. The automation can't start until the ticket is generated. I am trying to remove it from sight altogether to enforce standard naming conventions. 

Vishwas
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February 2, 2022

Hey @Scott Federman 

No problem, don't disable the default. try the value i have suggested.

Scott Federman February 2, 2022

@Vishwas It returns this

comp change.JPG

Vishwas
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February 14, 2022

@Scott Federman  were you able to fix this ?

Can you send the automation rule you have configured ? so that we can see and simulate the same on our end to suggest a solution

1 vote
Pramodh M
Community Champion
February 1, 2022

@Scott Federman 

Automation!!

Use smart values to edit the issue

Trigger - Issue is created

Action - Edit issue field (Comp Change Request summary) - change it to 

{{issue.employee name}} - {{issue.Comp Change Request summary}}

Let me know if you have any queries

Thanks,
Pramodh

Scott Federman February 1, 2022

Hey @Pramodh M , thank you. tried that and it didn't quite get there. It pulled the default text but never appended the employee name. 

comp change.JPG

Here are my settings for the automation

Automation settings.JPG

Pramodh M
Community Champion
February 2, 2022

Hi @Scott Federman 

Include fetch issue data before the action(edit issue field) and it should get the data from the employee name field.

Let me know if it works!

Thanks,

Pramodh

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