Automation for Jira - How to set a user field to the user who triggered the rule
Platform Notice: Data Center Only - This article only applies to Atlassian products on the Data Center platform.
Note that this KB was created for the Data Center version of the product. Data Center KBs for non-Data-Center-specific features may also work for Server versions of the product, however they have not been tested. Support for Server* products ended on February 15th 2024. If you are running a Server product, you can visit the Atlassian Server end of support announcement to review your migration options.
*Except Fisheye and Crucible
Summary
This article explains how to create a rule that will set a user picker field to the user that triggered the automation.
An example of a use case is when a ticket is cloned in Jira, all the system fields (including the reporter field) are set to the same values as they were in the original ticket. In some cases, we might want to automatically set the reporter field of the cloned issue to the actual user who cloned the ticket. This article shows an example of an automation rule that will help with this use case.
Solution
To set a user picker field to the user who triggered/initiated the automation, you can use the following smart value:
1
{{initiator}}Taking the use case above as an example, the automation rule will look like this:
WHEN:
"Issue Created"
IF:
"Issue fields condition"
"Summary" - "Contains" - "CLONE"
THEN:
Edit issue:
Reporter field
Set to:
1{{initiator}}
The screenshot below shows an example of automation rule that illustrates the configuration above:
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