How to Add Organizations Field to Dashboard with Automation in JSM Cloud

Platform Notice: Cloud Only - This article only applies to Atlassian apps on the cloud platform.

Summary

Currently, in Jira Service Management, it is not possible to use the Organizations field in dashboard gadgets.

This article provides a step-by-step guide on using Automation to save the value of the Organization field to a custom field and then use the field on Dashboard gadgets.

Related Feature Requests

Solution

Configure a custom field

  1. Select Settings > Work items.

  2. Under the Fields section, select Custom fields.

  3. Click Create a custom field with the Select List (Single choice) type.

  4. Add a name to the field and populate it with the names of the existing Organizations on your site.

  5. Associate the field with the Screens.

Create the automation rule

  1. Go to Project settings > Automation > Create rule.

  2. Create a new Trigger When: Scheduled.

  3. Check the Run JQL search and execute actions for each issue in the query option.

  4. Fill out the JQL search with this value: Organizations != EMPTY.

    • This JQL query will retrieve all the tickets that have a non-empty value in the ‘Organizations' field.

      Automation Schedule Trigger using JQL

  5. Add a new condition > Work Item fields condition > Fill out this condition with the following details:

    1. Field: Select the Organizations field in the drop-down.

    2. Condition: Select is not empty from the drop-down.

      Work Item fields condition: Field = Organizations, Condition: is not empty

  6. Select a new action > Edit Work Item Fields.

  7. Select the custom field created and include the smart value: {{issue.Organizations.name}}.

    Edit field in automation

  8. Under More options, uncheck the option This rule should send emails. Rule actor must be an admin or project admin, so users won’t be notified about the change to the custom field value.

    Run automation rule using trigger scheduled

Warning

Scheduled rules can update up to 100 items at a time. For more details, check the following documentation Automation service limits.

Note 1: Custom Field variables are case-sensitive.

Note 2: After existing tickets are updated, you can change the trigger to Issue created to populate the custom field as soon as new tickets are created.

Build a dashboard and use gadgets to report the number of tickets created by the Organization

  1. Go to Dashboards > create a new dashboard.

  2. Add a new gadget (We choose Pie Chart for this example).

  3. On the gadget configuration, select a Filter or the Project, and under Static type, select the custom field.

    Pie Chart

  4. Save the new gadget.

Related Documentation

Updated on September 25, 2025

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