This article describes how to synchronize custom fields in Jira.
Basic Custom Field Synchronization
You can synchronize all standard custom fields with the following custom field types:
- Text Field (single line/multi-line)
- User Picker
- Version Picker
- Date Picker
- Select List (single choice)
- Select List (multiple choices)
- Cascading Select List
There are always two main configuration points: Outgoing sync, which is the sending side, and Incoming sync, or the receiving side.
To send the custom field, you need to get the custom field object and assign it to the replica.
To get the custom field object you can use the original custom field name or ID.
Get the custom field object examples
Add the local custom field object to the replica using the custom field name
Add the local custom field object to the replica using the custom field ID
To use the custom field data received from the remote side, you need to assign its value to a local field. This local field can be either a custom field or a standard field.
The example below shows how tosynchronize a simple text custom field (multi-line).
Send the custom field to the remote side:
Set the value of the received custom field in the local custom field using the code below:
How to Set Default Values in a Custom Field
You can add a value to a custom field directly in the Incoming Sync Rules. For example, when the receiving side custom field does not have the relevant option, you can set a default option in the script.
To set the value you need to know the custom field value type. It depends on the custom field type itself.
Each value type has different properties and fields which you can use during the synchronization. The table below includes available value types for every custom field type.
|JIRA Custom Field Types||Value on script|
|Checkboxes||List of Option|
|Date Time Picker||Date|
|Labels||List of Label|
|Select List (cascading)||Cascading|
|Select List (multiple choices)||List of Option|
|Select List (single choice)||Option|
|Text Field (single line)||String|
|Text Field (multi-line)||String|
|User Picker (single user)||User|
|User Picker (multiple users)||List of Users|
|Version Picker (multiple versions)||List of Versions|
Below you can find examples of how to set a default value for different custom field types.
Text Custom Field
Set a default value to the text custom field "Address" if no custom field was sent from the other side
User Picker(Single User)
Set a default user to admin if there's no user found or no value received from the remote side
Syncing other Types of Custom Fields
Handling Custom Field with Options
Jira has multiple custom fields with options:
- Select list (Single choice)
- Select list (Multiple choices)
- Select list radio button
- Select list checkbox
You can find some details and examples of handling custom field options here.
Syncing Cascading Select Fields
This type of custom field has a value of type cascading. The field value consists of two options: parent option and child option.
Find more details on how to sync cascading select custom fields.
Syncing Version Picker Fields (Multiple Versions)
The example below handles the following cases:
- when the replica is sent with one version only
- when the replica is sent with a list of multiple versions
- when the replica is sent empty to set it to an empty list instead of getting an error
User Picker (Single User)
For the custom field which is the user picker type (single user), you can use the getUserByEmail helper method.
Set the Original User based on the received user email.
More Complex Custom Fields Synchronization
Exalate allows syncing any kind of custom field type combination.
- sync labels from the source issue to a text custom field on the other side
- sync select list to a text custom field
- sync select list to user picker
In order to transform custom field data from one value type to another, you need to know:
- Sending custom field type (replica)
- Receiving custom field type (issue)
It is important to know what to expect when calling
.value on the field.
A text custom field based on the remote user picker (single user) field. Make sure that after getting the user from the custom field, you get the specific value you need from it (in this case the username):
A text custom field based on the remote SelectList (multiple choices) field. Make sure that after getting the option from the custom field, you get the specific value you need from it (in this case of multiple options):
- Sync a Select List (single choice) to Text custom field
- Sync a Select List (single choice) to user picker custom field
- Sync checkbox custom field
- Sync between the Select List(single choice) custom field and issue type