Auto-populate Issue when creating from a board

[Shannon]

Hi,
I had this working on one instance of Jira without any configuration on my part but now on a different server it is not working. They are both Jira 7.

I have a kanban board set up with a search that includes a custom field. I want the field that is defined for the board to be pre-set on the issue creation field. 

For example:

My Search is:
project = myProject AND "Team" = one AND component = Software ORDER BY Rank ASC

I want Team to be pre-set to "one" and component to be pre-set to "Software" when you hit the Create button from the board screen.

Also, does it make a difference if the board is part of a sprint or just a straight Kanban board?

[Nazar Sobchuk · Accepted solution]

Hi @Shannon 

If you're on Jira Server, you can utilize Smart Issue Templates add-on and dynamically update it whenever you need to create a batch of issue with different component or for a different projectt (or any other criteria)

The plugin stores the input entered during the issue creation as a template which can be reused at any time to automatically populate the field values on the "Create Issue" form based on the selected template. 

Templates visibility can be private🔒(only you can use it) or public📢 (everyone can use it). Additionally, Templates can be either global🌎 (applicable to any project and issue type) or restricted⛔ (available for certain project(s) and issue type(s) combination).

Here's an example:



Hope this helps,
Nazar

[Fazila Ashraf]

Hi @Shannon 

Welcome to the community!

If any field other than the summary is mandatory, then the screen that pops up with 'create issue' on the board ((scrum/kanban) is same as the from the menu bar -'create issue'.

The preset values to fields can be configured by the jira admin from the field's default value configuration.

Please contact your jira admin to get help on this setting.

[Shannon]

If I am the Jira admin, how would I do it? Our jira admin is not sure how and I have a sandbox to play in where I am the admin. If I could get it to work there then I can show them how to do it.

[Fazila Ashraf]

Check the 'Default value' section of this page -> https://confluence.atlassian.com/adminjiraserver076/configuring-a-custom-field-945111192.html#Configuringacustomfield-default_valueDefaultvalue

[Shannon]

So once I have a default value configured then whatever value is set in the board search will be used to populate the field? In my case the default would never be used in a search. Each team has a name and the default would be none. Each board is for a particular team and that's what I want to auto populate.

[Fazila Ashraf]

Try with writing a custom behaviour script using  https://scriptrunner.adaptavist.com/5.4.30/jira/behaviours-api-quickref.html#_formfield_setformvalue_value 

[Shannon]

Unfortunately I am not allowed to have script runner.

[Fazila Ashraf]

@Shannon  , then may be a javascript could help..  Am not an expert on js. i usually use SR behaviours to do this.