How to Automatically Assign Issues Based on Custom Field Value in Jira?

[Lena Bailey]

Hi, I’m currently working on automating issue assignments in Jira for our internal project management system at halfbirthdaycal.com. Specifically, we want to assign issues automatically based on a custom field value — for instance, a dropdown field labeled "Department".

Here’s the intended logic:

• If "IT" is selected → assign to John
• If "HR" is selected → assign to Sarah
• If "Finance" is selected → assign to FinanceGroup

I'd like to know:

1. What’s the best way to implement this using native Jira features or Automation Rules?
2. Can this be achieved without using paid third-party add-ons?
3. Is this functionality available on both Jira Cloud and Jira Server?

Any insights, examples, or guidance would be really appreciated!

Thanks in advance,

[Bill Sheboy]

Hi @Lena Bailey -- Welcome to the Atlassian Community!

First thing: a work item (formerly called "issues") can be assigned to a single user, not to a group.  Is your "FinanceGroup" a single Jira user?

Regarding your other questions about using automation for this scenario...

1) There is no "best way" to do this, and there are several ways to do it with automation rules:

• for Cloud or Server / Data Center, use a rule with if / else conditions to select the assignee
• for just Cloud, one could instead use a Lookup Table to map the field value to the desired user

2) Yes, this can be implemented with the built-in features of automation rules.

3) Yes, automation rules are available for Cloud and Server / Data Center.  Specifically for Jira Server, the feature must be installed manually.  It is built-in for the other platform types.

Kind regards,
Bill

[Izabela França]

Hello, @Lena Bailey !

In addition to what @Bill Sheboy  said, here is an example of how you could build this automation:

1. Choose a trigger - for example: an issue/work item is created

2. Choose the conditions using if/else and select the field you would like to use (in my example, I chose the components fields)

3. Set the action, in this scenario, it will be "assign issue to"

[Prachi Bolar]

Hi Lena,

Welcome to community :) 

Here is the document that would give you an idea on how to set up via automation : https://www.atlassian.com/agile/tutorials/how-to-automatically-assign-issues-with-jira-software-automation

Thank You,

prachi