Automation: Set default Organizations and Request Participants in Service requests

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

Summary

Set default Organizations and Request Participants in Service Requests.

Environment

Jira Service Management

Diagnosis

Sometimes a customer comes with a request where all their request needs to be shared with a default organisation or set of request participants(without clearing the existing organisation/Request Participants from support request) so these requirements can be achieved using Jira Automation.

Solution

  • Automation rule to add Default Organisation:

(Auto-migrated image: description temporarily unavailable)

Trigger: Issue Created

Action: Re-Fetch Issue Data

Action: Edit Issue Fields

Choose Field: Organizations

Under Organizations: Copy from Issue; <Choose your default organization example:Test3>;

  • Automation rule to add Default Request Participant:

(Auto-migrated image: description temporarily unavailable)

Trigger: Issue Created

Action: Re-Fetch Issue Data

Action: Edit Issue Fields

Choose Field: Request Participants

Under Request Participants: Copy from Issue; <Choose your default participant users>

Updated on April 8, 2025

Still need help?

The Atlassian Community is here for you.