How to add (not copy) a value from one checkbox field to another

[Callum Carlile _Automation Consultants_]

Hi all,

I've got 2 identical checkbox fields - one is on a transition screen and is editable, and one is on the main issue screen, which is not editable. They both have the same options - 1, 2, 3 and 4.

On the transition, the user will select at least one of these options on the field on the transition screen. I would like this to add this value to the field on the main issue screen.

The reason why the value can't be copied (e.g. using the copy value post function), is because once the transition has occurred, all values of the field on the transition screen will be cleared (so that if this transition loop occurs more than once, there will be no populated values on the transition screen).

I use Jira Cloud and would like to set up an automation rule which adds the value(s) selected in the transition field to the field on the main issue screen - rather than copy the value selected, as this will wipe any values previously populating the main issue screen field.

[John Funk]

Hi Callum,

You should definitely setup an Automation rule. Have you created anything yet? Can you post the rule that you have? What is not currently working? 

[Callum Carlile _Automation Consultants_]

Hi @John Funk, thanks for your reply!

I currently don't have any rule set up. I tried to add the 'Copy Value' post function to the workflow, but this didn't quite achieve what I was after as it only duplicated the values between the fields, rather than add the values from one to the other. Any help/advice on the automation rule to use here would be much appreciated!

[John Funk]

Go ahead and get started with creating a new Automation For Jira rule. Here is some basic information to get you started:

There are two types of automation:

• Global: In the Free version, you get 100 executions per product, per month
• Project: In all versions, you get unlimited executions per month

Automation Basics: https://www.atlassian.com/software/jira/guides/expand-jira/automation

You can do this via global rules to apply to all projects also. You'll need to be a Jira Admin/Site Admin, go to Jira Settings > System > Automation Rules (left-hand menu).

For more on using Automation For Jira see these help pages.

Once you have your rule created, post back here if you need any help.  :-)

[Callum Carlile _Automation Consultants_]

Hi John, I've had a decent amount of experience with Automation in Jira so I'm pretty familiar with the out-of-the-box functionality. In the Edit Issue action, you're able to edit field values - you can either copy values in certain ways (see below) or can set the field to a custom value.

What I'm looking for doesn't seem to be available out of the box, so I assume I would have to use the 'Additional Fields' section to be able to add values from one field to another, without having to copy the whole field which would wipe the original values

[John Funk]

Instead of choosing the "This field will be cleared" option, click the 3 dots to the right and choose Copy from Current Issue. 

[Callum Carlile]

Thanks @John Funk , it was this Copy From section where I found the answer, I was looking for the 'Add to existing values' Checkbox. It's working fine for me, thank you for your help!

[John Funk]

Great! I am glad it is working!