要約

Currently, on Jira Cloud is not possible to use standard Custom fields as placeholders, only Insight Custom fields supports this feature. The purpose of this knowledge base is to provide a Workaround to achieve this.

ソリューション

Set up an Insight field that mimics the value of our standard user picker Custom field (Inventory), ie. an SimpleTextCustomField Insight field, then configure SimpleTextCustomField Insight field as the placeholder of Insight field we will be using to pull up matching objects. Then add an Automation rule which will copy the value of Inventory to SimpleTextCustomField Insight field.

1. Creating an Insight Custom field which will mimic the value of the standard Custom field (Inventory), please follow below steps:

• Go to Cog icon > Issues > Custom fields
• click on Create custom field and select Advanced
• Type Insight in the search box and click next, we will name this as SimpleTextCustomField for our example. Since we will be using this Insight Custom field (SimpleTextCustomField) to hold the value of standard Custom field (Inventory), configuration should be as shown below:

2. Create the Insight Custom field where SimpleTextCustomField will be used as placeholder to pull up the object matching its Attribute value, for our example we are naming these Insight field as All DPS - Insight (the Object type Attribute in our example is called: ”Name/Old Asset ID”), see All DPS - Insight Insight field configuration below:

3. Create an Automation rule which will copy the value of standard Custom field Inventory to SimpleTextCustomField Insight field:

Automation rule steps:

トリガー

• Issue created - This rule will trigger when an issue is created

Condition:

• Issue fields condition -  Rule will verify Standard Custom field Inventory is not empty to proceed to next step:

アクション

• • Log action -  (this step is not mandatory however it is useful to add to log current value of Standard Custom field Inventory):
    • Log message > Contains > Value:{{issue.Inventory}}

アクション

• Lookup objects - This action step will select all objects matching the Attribute name to the value stored in Inventory Custom field:
  • Query > Contains > objecttype = People AND "Name/Old Asset ID" LIKE "{{issue.Inventory}}"

アクション

• Log action - This step will add to log all objects matching previous lookup step:
  • Log message > Contains > {{lookupObjects}} Value {{lookupObjects.Name/Old Asset ID}}

アクション

• Edit issue - This step will copy the object to Insight field: SimpleTextCustomField
  • Choose field to set > Contains > SimpleTextCustomField
  • SimpleTextCustomField textbox > Contains > objecttype = People AND "Name/Old Asset ID" LIKE "{{issue.Inventory}}"

Once the Automation runs we will be able to filter objects in the Insight field where we added SimpleTextCustomField as placeholder, where it will match as per selection made on the standard custom field versus the Object type attribute in the schema.