Post-function: Copy values

This add-on provides an additional post-function Copy Values. It allows you to copy data from Perspective fields to Jira custom fields, and vice-versa. The configuration is based in the field values collected for the Reporter profile.

What does it mean in practical terms?

One of the use cases is ticket filtering based on a specific attribute from customer profile. This way, you can easily identify needed information in the see of requests and make your decisions quicker.

How to add the post-function?

1. Go into the workflow you would like to update and click Edit.
2. Click on the transition in order to add the post-function.
3. The available settings depend on the workflow mode:

Diagram view:

a. Open Post Functions setting in the right-side menu.

Text view:

a. Go to the Post Functions tab.

4. Click Add a Post Function and select Perspective - Copy values post-function.

5. Click on Add and continue the configuration:
   1. Go into Add mapping.
   2. Select Jira custom field which will be the source and a Perspective field which will be the target.
   3. By default, the post-function copies the values from app fields to custom fields. If you would like to copy values in an opposite direction, click on the arrow between the fields in the mapping section.
   4. To restrict the post-function execution for selected request types:
      1. Click on the Show conditions section and select Project and Request Types for which the post function should not work.
   5. To debug the post-function:
      1. Click on Add a comment to the issye about problems with post function execution. This will allow you to see which problems occur during the process.

6. Click on Add to save the changes made.
   1. Remember that the changes in the workflow need to be published in order for them to be properly executed.