Lookup Manager Cloud

This documentation is for Cloud only. Click here for the DC / Server documentation.

Introduction

The Lookup Manager Plugin provides the capability to set a field based on the value of another field in a project.
It works similarly like the Excel's vLookup function. Jira admins can define workflow post functions to perform the point-in-time lookups.

Getting Started

Follow our Quick Start guide to see how Lookup Manager in action can automate the updating of issue field
If you want to report a new issue, provide feedback or require help, please raise a ticket in Support

Use Cases

The Lookup Manager Plugin will be useful in the following possible scenarios

Route the request for the next person in the workflow
- Set the manager custom field based on the reporter field
- Set the assignee field (person in charge) based on the selected system custom field
Select the priority based on the issue type or reporter
Set the group to be notified based on the selected system custom field
Set the issue security based on the issue type
Set the customer's details (company, phone, address) based on the user ID
Set the staff's info based on their user ID (Useful when LDAP integration is not possible)
Set a customer-facing field value based on the internal field used by the Jira ServiceDesk agents

Benefits of the plugin

Centralised instead of spreading across the individual workflows
Mapping is for the point in time. i.e. Updating the lookup field will not affect those issues that have been looked up

Key features

Use Jira project as mapping table

Changes to lookup table are tracked in issue history
User can enforce approval process to update table

Use Jira to update your Jira

Automate the routing of requests to assignee/approvers based on a selected field(s)

Auto populate issue field value

Reduce number of fields user needs to fill in (e.g. by lookup up user details automatically)
Prevent user to override pre-populated value