Workflow Post Function - Update Table

Goal

This section shows the instructions to configure Workflow Post Function to perform a lookup during issue transition to update table column value.

Pre-requisites

✔️ Create a lookup table
✔️ Jira Administrators permission to create / edit Workflow Post Function

Demonstration

The Lookup Manager use the value in the App field, get the App Management Table to search the App column. If there is a matching row, the value in the Assignee field will be used to update the value in the Manager column.

Configuration steps

1. Go to the workflow you wish to perform a lookup function.

2. Click on the edit button for the workflow you wish to amend

3. In your workflow page, click on the transition you wish to add lookup function.

4. Click Add post function to insert a lookup post function

5. Select Lookup Manager: Update Lookup Table Column to perform a lookup during issue transition

6. You should see the following fields

Source Field	The custom field which stores the lookup value to be searched in the lookup table.
Lookup Table	Lookup table which store the data set to be searched
Search Column	Column in which the lookup value will be searched
Field Value to update Destination column	Field in which the value will be used to update the destination column
Destination Column	Destination column to be updated
Action if No Records Matched	Stop the current action Skip the update and continue Do nothing Default to a value If no match found, the value will be set to a default value pre-defined
Action if No Value in Source Field	Stop the current action Skip the update and continue Do nothing Default to a value If no value in source field, the value will be used to search in lookup table

7. You can view the summary of the post function

8. For this tutorial, you need to remove the Assign the issue to the current user. Please note that the issue will only be assigned to the current user if the current user has the 'Assignable User' permission.

Remember to publish the workflow