Update summary with custom fields

[Salih Zengin]

Hey,

I already read a few articles, but didn't find anything which fits to my scenario.

I want to create an offboarding workflow. In the service request I have 2 custom fields, date and name.

now i want to set the summary to date - 'offboarding' - name.

I read, i could something with post functions but didn't figure out how.
I need one example to understand.

Who can help?

[Mikael Sandberg · Accepted solution]

Hi @Salih Zengin,

Welcome to Atlassian Community!

Instead of using post function you use Automation and smart values to set the summary. The value for the summary would look something like this:

{{issue.date}} - offboarding - {{issue.reporter}}

[Salih Zengin]

But it is not the reporter. reporter is mostly someone from HR.

But i have a customize field called newjoiner.

Can I use also smart values with custom fields?

[Mikael Sandberg]

Yes, you can use any field as part of smart values. So for your field it would be {{issue.newjoiner}}

[Salih Zengin]

I did it with the ID. works, thanks. Awesome :)

[Julia Shcherbyna _SaaSJet_]

Hi @Salih Zengin if you are interested in organizing an efficient offboarding process this article can be useful for you 

Employee Offboarding in Jira: How to avoid missing anything?

[Matthias Gaiser _K15t_]

Hi @Salih Zengin ,

welcome to the Atlassian Community.

You can try to accomplish that with Jira Automation:

• Create an automation rule
• Add a condition that it only applies to the cases you want
• Add an „edit issue“ action and update the summary accordingly. You might want to use smart values for this.

Does that help / sound like a good solution to you?

Cheers,
Matthias