Automation to set the Ticket Summary according to text fields

[christoffer_bergman]

Hi, I'm looking for different ways to use automation to replace the Summary in a ticket with the information available in certain text-fields.

So instead of the summary being a free text-field, when the ticket is moved to our status called "Backlog", I want the ticket's summary to be blanked out and then to become:

Customer's Name, Customers Country, System name which are all text-fields in the ticket already.

Any suggestions on how i can go about this?

[Karan Sachdev · Accepted solution]

Hey @christoffer_bergman

Welcome to Atlassian Community!

You will have to populate the Summary field when the issue is created, it is a mandatory field and can't be left blank.

However, you can write a simple automation rule to update the Summary later.

Rule Details:

Trigger: Issue transitioned: To Backlog (If this is your first status, you may also use the Issue Created trigger).

Edit Issue: Summary

Value to be entered in the summary field: {{issue.customfield_ID}} - {{issue.customfield_ID}} - {{issue.customfield_ID}}.

Replace the "ID" with the Ids of the custom fields Customer's Name, Customers Country and System name respectively.

You can go to Settings > Work Items > Fields and search for the field, then open it's details to get the field ID from the URL.

PS. This rule will potentially run on each work item at least once, so you may have to be mindful of the monthly automation limits. Ref.: How is my usage calculated?

Thanks!

[christoffer_bergman]

Thank you, I will start with trying to identify the fields, and go from there!

Best regards, Chris