Pre-populate Fields from URL

[#1]

Hi everyone!

This article is to provide a quick overview of how to pre-populate fields (such as: summary/description) from a Customer Portal URL.

To do this:

1. Navigate to a Customer Portal Request Form

2. Within the URL, at the end, add in either ?summary=test or ?description=test (where “test” is the value for the summary or description field

   1. Additionally, you could also combined the two by using the “&” symbol, such as ?summary=test&description=test

3. The URL should look similar to the following: https://yoursitename.atlassian.net/servicedesk/customer/portal/1/group/5/create/6?summary=test&description=test

You can also do this for custom text fields. If you have the custom field ID, for example: ?customfield_10026=test this can also populate a custom text fields value.

To gather the custom field ID:

1. Navigate to Settings > issues > Custom fields 
   1. under the Fields section
   2. Click on the More (⋯) icon to the right of the custom field you are obtaining the ID
   3. Select the View field information option
   4. Observe the URL in your browser, which will contain the ID of the field:

   

   In the above example, the custom field ID is 10026.

This option is a good alternative to pre-filling information, rather than from a default value, automation rule, etc. but instead by reconfiguring the URL to pre-fill the summary, description and custom text fields on any request form.

NOTE: This feature does not work with Forms specifically, as the pre-filled data is overwritten when the Form loads on the page 

Thanks for reading!

Christian

[Pramodh M]

Absolutely awesome!! 

Thanks @Christian Beaulieu 

[Geoff Mether _Togetha Group_]

That’s wonderful. Very pleased this is available, thanks for sharing!

[M_Munari]

Fantastic!

[Giovanni Melai]

Cool functionality. Is it possible to make it work with Insight fields?

[Frederik Vindum]

Hi - very nice and useful feature.

But where exactly do I locate the URL field to be configured?

I see I must go to a Customer Portal Request Form but where is that? I see the Forms section in the project menu and have looked a bit into that but unable to identify a URL field.

/Frederik

[Jelle Hutting]

@Frederik Vindum it's located on the portal side (front end). You can adjust the url which will prefill the service request fields.

The use cases are limited since this does not set default values when a user navigates via the portal to the service request. He must use the custom url which you have provided by other means.

[Kevin Oechsle]

This is wonderful, it works well with text type fields, but are you able to make it work with a dropdown field? 

[Nick]

I really looked forward to this feature but also struggle to get it to work with dropdown fields. We have users select the "Application" they are reporting a bug on and I wanted to provide a direct url from the application they were arriving from.

[caspero]

Please confirm if this can also work for Data Center? We have tried, but can not get it working.

[Yatish Madhav]

This is super! Thanks for the post @Christian Beaulieu 

@Kevin Oechsle / @Nick  - if you can pull the IDs of the values of the dropdown you can set it that way. Eg if customfield_111111 has value X with ID 1 https://test.atlassian.net/servicedesk/customer/portal/2/group/11/create/17?summary=test&description=test&customfield_11111=1 will populate the dropdown selecing value X.

@Christian Beaulieu  - I wonder if we can populate some date about the user too? Eg if i want the user to create a request via a link and then append their jira user display Name at the end of the summary?

Hope that helps. 

Thanks again

Yatish

[Robert Kubacki]

Hey @Christian Beaulieu 

Is it possible to use this solution with a FORM (new feature) that is embedded in a request form?
In my case, fields embedded in a form are linked to the Jira custom field
Links look similar but don't work:
https://test.atlassian.net/servicedesk/customer/portal/11/group/111/create/333?customfield_11111=123
https://test.atlassian.net/jira/servicedesk/projects/XXXX/forms/form/direct/1/10002?requestTypeId=268?customfield_11111=123

Regards

[Patrick van der Rijst]

Does it have support for setting the organization field or raise on behalf as well?

[Lewis Hepburn]

Please can this functionality be applied to business forms also? With url like: https://<user>.atlassian.net/jira/core/projects/<project_name>/form/<form_no>?summary=example

[Mark Kelly]

The only way to get the drop-downs working was to figure out the POSTed data and get the IDs for different drop-downs from that.  Then use them in the URL arguments.  This trick doesn't work with Atlassian usern IDs, however, passing the 24-character hex ID seems to have no effect and just leaves the field blank.

[Negin Nafari]

On DC instances this seems to be available from the 4.22 version

source: https://jira.atlassian.com/browse/JSDSERVER-4049

[Matt Miller]

This is a great start and something I know we'll utilize. Here's hoping this can be someday be used with forms as that will simplify and help some of our workflow from Salesforce by capturing Case info and passing that through the URL into a form. We're looking at just making those custom fields and putting them outside the actual form for now.

[Steve Letch]

Did anyone figure out the formatting to do it with Insight custom fields? played around a bunch and couldn't get it to select the right object even allowing for having the object key alongside the name and field ID

[Patrick van der Rijst]

@Steve Letch it's not supported, only some set of standard custom fields.

[Sean Drohan]

This process to obtain the custom field ID only seem to pertain to company-managed projects.  I cant seem to find one for team-managed projects.  Can anyone assist with that?

Thanks.

[AB]

Hello everyone, I was able to use this feature with the text box and simple fields but struggling to use this with a cascading field. For eg. If I have a custom field 37274, Box 1 is a dropdown with list of all the tools and applications and box 2 is sub categories based on Tool/ Application (Box 1). Lets say box 1 is Type of Mobile handset - Android/ IOS/ Windows. If Android is selected, Box 2 would give options like - Samsung/ Motorola/Oneplus/ Others. Now if I want to create a URL with Custom Field 37274 = Android+Samsung (Pre-populated value), how can we do that? 

Thanks!

[louis_martineau]

This does not seem to be working on our DC instance, is there a specific version that should work?

[Deleted user]

Trying to get this to work for a single select drop-down field. I have my custom field ID, i.e. customfield_10212=, but I'm not sure what value to include after the equals sign. Or how do I find the value of the drop down item? 

[Giovanni Melai]

Hi @[deleted]

you need the Custom Field Value ID, it's something like "12345". To get it you need to be a Jira Admin (or ask one). 

You need to go to the "Custom fields" page, search for the custom field that you are looking for, click on the icon with 3 dots on the right of the Field, and click on "Contexts and default value", where you see the list of options for the field click on "Edit options" then for the option you want to pre-select in the form click on "Edit".

Now that you are in the page to edit it you need to check the URL, at the very end you'll see something like ...&selectedValue=12496, that is the ID you need :) 

I hope this helps

[Yanick Schlatter]

I was planning on linking issues with this feature. Is this possible?

I was going for something like this: https://mydomain.atlassian.net/servicedesk/customer/portal/18/group/50/create/183?issuelinks=ABC-1

Which didn't work for me, any ideas?

Cheers

[Yatish Madhav]

Hi again. Any way to format fields? Eg have bold, italics and bulleted data auto-populate in the description field? Thank you