automation to edit issue to add reporter's manager (custom field) based on reporter

[Kebeh Oden]

Hello!

I would like an automation that would:

When an issue is created in our service desk, if the reporter's name is there, it would edit the issue and add the reporter's manager, skip level manager etc (these are custom field options in my jira portal) but this information being added should be based on the reporter.

How do I do this pls? 

Need help 

[Mikael Sandberg]

Hi @Kebeh Oden,

Welcome to Atlassian Community!

Where are you getting the information about the user's manager? If you are using something like Okta then you can use the send web request component to get the user's profile and then extract the manager from there. In its simplicity the rule would look something like this:

Without knowing where you want to get the manager information from it is hard to give you a more specific answer then a generic one.

[Julio Hernandez]

Hello Mikael,

We use Okta as our IDP and would like to set up this simple automation rule to pull the reporter Mgr. info. Can you please provide more of the details that would need to be configured within the Send web request rule component?   Thank you in advance for your help. 

[Mikael Sandberg]

@Julio Hernandez The only thing you need to define in the web request is the endpoint to get Okta user, and the API token key that has been set up in Okta. The Okta developer documentation should have all the information you need.

[Julio Hernandez]

Thank you Mikael, I will follow up on the Okta documentation. 

[Eduardo Oliveira - Mindpro Apps]

Hi @Kebeh Oden

I would like to recommend an alternative solution, an Atlassian Marketplace App called -Mindpro Sync | External Data Fields (OKTA, Azure AD, Onelogin & More of which I am part of the team responsible.

With this solution, you can connect Jira with Okta quickly and securely. In addition to being able to sync and display the user attributes from Okta across all your Jira instances, you can get the reporter's manager information from this synced external data to route the approval requests automatically.

This app has a 30-day free trial version with full support and onboarding assistance included.

If you have the opportunity, give it a try and if there is anything we can help with please let me know.

Hope it helps,
Eduardo, from Mindpro team