Use Insight Object field to automatically fill organzations

[Janis Pirgge]

Hi all,

I'm trying to set up an automation, which changes the organizations field based on the customer, which is set in the insight object field "Kunde".

The purpose is, that we have vehicles in insight which are linked to customers in insight. The service team member has to select the vehicle number plate. An automation then fills out the insight object field "Kunde" (customer). 

The customer in insight has the same name as the organizations in JSD. So another automation shall copy the calue of the insight object field "kunde" to the organzations field. 

I tried it via json, With the following command the automation runs without an error, but hasn't any effect.

Any ideas?

THanks a lot!

Janis 

[Charlie Gavey]

Solved here: 
https://community.atlassian.com/t5/Jira-Service-Management/Automation-to-fill-insight-field-in-issue-automatically/qaq-p/1925087

[Janis Pirgge]

Hi Charlie,

thanks for the reply. 
unfortunately the posted solution won’t work for the organization field, as it is not possible to set up a query for this field.

thanks & BR

[Gaurav]

Hello @Janis Pirgge 

In a similar implementation, after trying and failing with JSON, we achieved this using 'smart values'. For our use case, we are copying the values from one custom field which has Insight data to another custom field.

Please find below the screenshot for the same.

Kindly accept the answer if this helps solve the query.

[Janis Pirgge]

Hi Gaurav,

thanks for your help. Unfortnuatly this doesn't seem to work, as it is not possible to copy from other fields for the field organization:

BR Janis