Automation to fill in other custom fields based on Customer

[Bill Bayer]

Hello, 

I'm working on building our production team an automation where when a customer is selected using a drop down list, the customer contact, address, and phone number fields, will auto-populate based on the Customer fields input. 

I was going to write an automation rule based on this, but couldn't get it to work. I tried having the initial trigger run when the issue is first created, then I tried to when that field is edited, it checks the data, and runs to auto-populate the other fields. Is there a more defined way to do this in the automation templates? 

[Tom Jones [Appsvio]]

Hi @Bill Bayer 

It looks like a perfect case for the Customer Details app. It has a post-function to copy user-related data into the issue. 

I thought it might be useful in your case. Please keep in mind I'm one of the folks behind the recommended app.  

Tom

[Bill Sheboy]

Hi @Tom Jones [Appsvio] 

When recommending a marketplace vendor product, please ensure that you disclose your affiliation to that vendor in your post wording. For more information about this, please see: 

Atlassian Community online guidelines for Marketplace and Solution Partners
https://community.atlassian.com/t5/Marketplace-Apps-Integrations/Atlassian-Community-online-guidelines-for-Marketplace-and/ba-p/689723

Kind regards,
Bill

[Tom Jones [Appsvio]]

@Bill Bayer Thanks for reminding me about this rule 👍 

[Tim Perrault]

Hi @Bill Bayer 

From what I understand the best way to do this would be when the field is edited.

The customer's information, are these separate fields or one field that the customer fills in? Text fields?

Thanks,

Tim

[Bill Bayer]

The fields I will have set are, Customer Name, will be a single selection drop down list from our internal list that was uploaded to JIRA. 

As of now, I have the other fields, as free text fields. 

Customer Contact

Customer Phone Number

Customer Billing Address

Could this automation be written where it adds the context to these fields based on our internal spreadsheet? Or, would this automation work better if I pre-populated the above customer fields as drop down lists? then that way, an automation can be written to check the Customer name field, and if it equals, for example, ABC, then the customer contact/phone number/billing address will then equal the the corresponding ABC fields? 

[Tim Perrault]

Text fields should work. I'm trying to wrap my head around everything without making the automation annoyingly long...

The only thought I have is fire when the value of Customer Name is changed and then do if/else on the customer name. I have a screenshot of a basic idea below. You will need to update it using the fields you need.:

[ESTRADA LOPEZ SANDRA]

How to consult an internal spreadsheet? 

I'm looking for info about this, but I can't find how to do it, it would help me a lot if you give me some clues please!